Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BARON WEALTH MANAGEMENT LLC | COM | 3951 | $560,521 | 3,865 | 0.00 | 0.00 | 86 | 2.28 | 09-30-2023 |
| WHALEN WEALTH MANAGEMENT INC | COM | 3952 | $656,926 | 3,862 | 0.00 | 3,862 | +Inf | 12-31-2023 | |
| ML & R WEALTH MANAGEMENT LLC | COM | 3953 | $656,586 | 3,860 | 0.00 | 0.00 | -97 | -2.45 | 12-31-2023 |
| TRIAD WEALTH PARTNERS LLC | COM | 3954 | $771,556 | 3,852 | 0.00 | 3,852 | +Inf | 03-31-2024 |
