Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CROWN WEALTH GROUP LLC | COM | 3801 | $908,740 | 4,537 | 0.00 | 0.00 | 154 | 3.51 | 03-31-2024 |
| E FUND MANAGEMENT CO LTD | Common Stock | 3802 | $658,000 | 4,536 | 0.05 | 0.06 | -345 | -7.07 | 09-30-2023 |
| LIBERTY WEALTH MANAGEMENT LLC | COM | 3803 | $659,772 | 4,536 | 0.00 | 0.00 | -2,655 | -36.92 | 06-30-2023 |
| GARDE CAPITAL INC | Equities | 3804 | $771,000 | 4,531 | 0.06 | 0.06 | -124 | -2.66 | 12-31-2023 |
