Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SPARTAN FUND MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.90 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TYLER-STONE WEALTH MANAGEMENT | COM | 3852 | $733,373 | 4,311 | 0.00 | 0.36 | -45 | -1.03 | 12-31-2023 |
| AFFINITY CAPITAL ADVISORS LLC | COM | 3853 | $863,194 | 4,310 | 0.00 | 0.00 | 110 | 2.62 | 03-31-2024 |
| HILLCREST WEALTH ADVISORS - NY LLC | COM | 3854 | $863,293 | 4,310 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
