Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HERITAGE WEALTH MANAGEMENT INC /CA/ | COM | 4751 | $256,060 | 1,505 | 0.00 | 1,505 | +Inf | 12-31-2023 | |
| CLIENTFIRST WEALTH MANAGEMENT LLC | COM | 4752 | $225,254 | 1,504 | 0.00 | 1,504 | +Inf | 06-30-2023 | |
| CURTIS ADVISORY GROUP LLC | COM | 4753 | $300,450 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CLEAR STREET MARKETS LLC | COM | 4754 | $218,000 | 1,500 | 0.02 | 0.08 | -2,607 | -63.48 | 09-30-2023 |
