Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NOVAK FINANCIAL PLANNING LLC | COM | 4101 | $500,000 | 3,216 | 0.24 | 0.27 | 13 | 0.41 | 06-30-2021 |
| WOLFF FINANCIAL MANAGEMENT LLC | COM | 4102 | $643,000 | 3,209 | 0.19 | 0.17 | 0 | 0.00 | 03-31-2024 |
| J L BAINBRIDGE & CO INC | Stock | 4103 | $543,953 | 3,198 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ROBINSON SMITH WEALTH ADVISORS LLC | COM | 4104 | $636,153 | 3,176 | 0.00 | 3,176 | +Inf | 03-31-2024 |
