Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SIGNIFICANT WEALTH PARTNERS LLC | COM | 4801 | $242,222 | 1,424 | 0.00 | 1,424 | +Inf | 12-31-2023 | |
| EMPIRICAL ASSET MANAGEMENT LLC | COM | 4802 | $242,299 | 1,424 | 0.00 | 0.00 | 4 | 0.28 | 12-31-2023 |
| PRIVATE OCEAN LLC | COM | 4803 | $285,027 | 1,423 | 0.00 | 0.00 | 172 | 13.75 | 03-31-2024 |
| INDEPENDENT WEALTH NETWORK INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -22 | -1.53 | 03-31-2024 |
