Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FOCUS FINANCIAL NETWORK INC /ADV | COM | 751 | $25,681,632 | 150,980 | 0.00 | 150,980 | +Inf | 12-31-2023 | |
| HB WEALTH MANAGEMENT LLC | COM | 752 | $30,218,749 | 150,867 | 0.00 | 0.00 | 4,482 | 3.06 | 03-31-2024 |
| GYL FINANCIAL SYNERGIES LLC | COM | 753 | $25,634,538 | 150,703 | 0.00 | 0.00 | -2,352 | -1.54 | 12-31-2023 |
| GRATUS CAPITAL LLC | COM | 754 | $25,609,708 | 150,557 | 0.00 | 0.00 | -2,069 | -1.36 | 12-31-2023 |
