Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| STRATEGIC INVESTMENT SOLUTIONS INC /IL | COMMON STOCK | 4401 | $382,844 | 2,251 | 0.00 | 0.00 | -87,111 | -97.48 | 12-31-2023 |
| BERNARDO WEALTH PLANNING LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 640 | 39.90 | 12-31-2023 |
| SP ASSET MANAGEMENT | COM | 4403 | $252,000 | 2,239 | 0.03 | 0.03 | -116 | -4.93 | 06-30-2022 |
| SPOTLIGHT ASSET GROUP INC | COM | Liquidated | $0 | 0 | 0.27 | 0.22 | -502 | -18.33 | 12-31-2023 |
