Institutional Owners for JPM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
LONGBOW FINANCE SA Common Stock 851 $17,486,978 120,235 0.00 120,235 +Inf 06-30-2023
ARS WEALTH ADVISORS GROUP LLC COM 852 $20,442,306 120,178 0.00 0.00 46,332 62.74 12-31-2023
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC COM 853 $16,109,827 120,133 0.00 120,133 +Inf 12-31-2022
TORONTO DOMINION BANK CALL 854 $20,412,000 120,000 0.00 0.00 0 0.00 12-31-2023
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