Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NAUSET WEALTH MANAGEMENT LLC | COM | 4501 | $275,000 | 2,015 | 0.22 | 2,015 | +Inf | 03-31-2022 | |
| JMG FINANCIAL GROUP LTD | COM | 4502 | $403,627 | 2,015 | 0.00 | 0.00 | 230 | 12.89 | 03-31-2024 |
| TCP ASSET MANAGEMENT LLC | COM | 4503 | $402,403 | 2,009 | 0.00 | 0.00 | 65 | 3.34 | 03-31-2024 |
| KINLOCH CAPITAL LLC | COM | 4504 | $226,000 | 2,007 | 0.15 | 0.16 | -5 | -0.25 | 06-30-2022 |
