Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TARBOX FAMILY OFFICE INC | COM | 4651 | $288,660 | 1,697 | 0.00 | 0.00 | -629 | -27.04 | 12-31-2023 |
| CAPITAL COUNSEL LLC/NY | COM | 4652 | $246,375 | 1,694 | 0.00 | 1,694 | +Inf | 06-30-2023 | |
| ADE LLC | COM | 4653 | $287,744 | 1,692 | 0.00 | 0.00 | 1 | 0.06 | 12-31-2023 |
| HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC | COM | 4654 | $336,209 | 1,690 | 0.00 | 0.00 | 91 | 5.69 | 03-31-2024 |
