Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| 1858 WEALTH MANAGEMENT LLC | COM | 4251 | $457,399 | 2,689 | 0.00 | 2,689 | +Inf | 03-31-2024 | |
| WORTHPOINTE LLC | COM | 4252 | $389,669 | 2,687 | 0.00 | 0.00 | 667 | 33.02 | 09-30-2023 |
| MAYPORT LLC | COM | 4253 | $537,453 | 2,683 | 0.00 | 0.00 | 105 | 4.07 | 03-31-2024 |
| CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS | COM | 4254 | $536,203 | 2,677 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
