Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MAIN STREET RESEARCH LLC | COM | 651 | $38,814,675 | 193,783 | 0.00 | 0.00 | 13,928 | 7.74 | 03-31-2024 |
| AVANTAX ADVISORY SERVICES INC | COM | 652 | $32,956,128 | 193,746 | 0.00 | 0.00 | 42,629 | 28.21 | 12-31-2023 |
| JEFFERIES FINANCIAL GROUP INC | COM | 653 | $28,060,790 | 193,496 | 0.00 | 0.00 | -489,778 | -71.68 | 09-30-2023 |
| HOWE & RUSLING INC | COM | 654 | $28,051,344 | 192,872 | 0.00 | 0.00 | -351 | -0.18 | 06-30-2023 |
