Ticker: JPM CUSIP: 46625H100 Class: Common Stock
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Ursa Fund Management, LLC | 370,000 | $119,221 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 5,122 | $1,650 |
| SEAVIEW INVESTMENT MANAGERS LLC | 25,118 | $8,094 |
| Sassicaia Capital Advisers LLC | 6,000 | $1,933 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 36,936 | $11,902 |
| Aster Capital Management (DIFC) Ltd | 16,675 | $5,373 |
| Gemsstock Ltd. | 54,400 | $17,529 |
| Bell Asset Management Ltd | 26,004 | $8,423 |
| Advisor Resource Council | 18,593 | $5,732 |
| Bayesian Capital Management, LP | 4,000 | $1,289 |
| M Holdings Securities, Inc. | 75,092 | $24 |
| Ayrshire Capital Management LLC | 10,933 | $3,523 |
| PURA VIDA INVESTMENTS, LLC | 1,350 | $435 |
| SONATA CAPITAL GROUP INC | 11,510 | $3,709 |
| Left Brain Wealth Management, LLC | 12,266 | $3,952 |
| AAFMAA Wealth Management & Trust LLC | 9,541 | $3,074 |
| 5th Street Advisors, LLC | 7,401 | $2,385 |
| South Shore Capital Advisors | 3,595 | $1,158 |
| Avanza Fonder AB | 92,429 | $29,782 |
| SHERBROOKE PARK ADVISERS LLC | 1,518 | $489 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| AXIOM INVESTORS LLC /DE | 1,731,323 | 2,624,117 | +892,794 (+51.6%) |
| Plan Group Financial, LLC | 6,318 | 38,974 | +32,656 (+516.9%) |
| Runnymede Capital Advisors, Inc. | 644 | 15,672 | +15,028 (+2333.5%) |
| RWQ Financial Management Services, Inc. | 38,610 | 55,385 | +16,775 (+43.4%) |
| NatWest Group plc | 32,040 | 63,194 | +31,154 (+97.2%) |
| SG Americas Securities, LLC | 2,781 | 6,218,204 | +6,215,423 (+223496.0%) |
| American Assets Investment Management, LLC | 177,600 | 2,259,400 | +2,081,800 (+1172.2%) |
| Peterson Wealth Services | 6,646 | 49,846 | +43,200 (+650.0%) |
| K.J. Harrison & Partners Inc | 27,835 | 68,135 | +40,300 (+144.8%) |
| Delta Accumulation, LLC | 23,006 | 201,308 | +178,302 (+775.0%) |
| Clarity Financial LLC | 46,812 | 98,849 | +52,037 (+111.2%) |
| Winning Points Advisors, LLC | 9,323 | 21,063 | +11,740 (+125.9%) |
| Cardano Asset Management N.V. | 876,716 | 8,673,530 | +7,796,814 (+889.3%) |
| SMITH CHAS P & ASSOCIATES PA CPAS | 192,809 | 303,695 | +110,886 (+57.5%) |
| Alpha Financial Partners, LLC | 2,756 | 12,288 | +9,532 (+345.9%) |
| Alphinity Investment Management Pty Ltd | 1,978,180 | 2,217,217 | +239,037 (+12.1%) |
| B. Metzler seel. Sohn & Co. AG | 594,295 | 974,901 | +380,606 (+64.0%) |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 170,800 | 227,200 | +56,400 (+33.0%) |
| BXM Wealth LLC | 6,751 | 57,907 | +51,156 (+757.8%) |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,379 | 11,892 | +6,513 (+121.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Exane Asset Management | 91,874 | 80 | -91,794 (-99.9%) |
| 180 GPS Investments IC Ltd | 44,737 | 323 | -44,414 (-99.3%) |
| New Republic Capital, LLC | 84,095 | 32,484 | -51,611 (-61.4%) |
| Saber Capital Managment, LLC | 32,389 | 2,006 | -30,383 (-93.8%) |
| Global Frontier Investments LLC | 429,000 | 314,000 | -115,000 (-26.8%) |
| MARVIN & PALMER ASSOCIATES INC | 26,501 | 12,070 | -14,431 (-54.5%) |
| VIKING GLOBAL INVESTORS LP | 5,059,060 | 1,905,982 | -3,153,078 (-62.3%) |
| CADINHA & CO LLC | 100,518 | 51,614 | -48,904 (-48.7%) |
| BAROMETER CAPITAL MANAGEMENT INC. | 41,278 | 14,500 | -26,778 (-64.9%) |
| Fullerton Fund Management Co Ltd. | 474,281 | 320,579 | -153,702 (-32.4%) |
| VESTOR CAPITAL, LLC | 207,041 | 13,695 | -193,346 (-93.4%) |
| Winthrop Partners - WNY, LLC | 47,484 | 19,173 | -28,311 (-59.6%) |
| Courant Investment Management LLC | 94,897 | 83,697 | -11,200 (-11.8%) |
| DJE Kapital AG | 603,316 | 380,248 | -223,068 (-37.0%) |
| MONTRUSCO BOLTON INVESTMENTS INC. | 1,369,524 | 1,005,426 | -364,098 (-26.6%) |
| FreeGulliver LLC | 161,904 | 160,278 | -1,626 (-1.0%) |
| MONETTA FINANCIAL SERVICES INC | 23,500 | 18,000 | -5,500 (-23.4%) |
| Compagnie Lombard Odier SCmA | 964,125 | 731,703 | -232,422 (-24.1%) |
| ACR Alpine Capital Research, LLC | 1,100,218 | 977,188 | -123,030 (-11.2%) |
| Rothschild Capital Partners, LLC | 114,884 | 102,170 | -12,714 (-11.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 353,632 | $111,546 |
| Arrow Capital Pty Ltd | 22,500 | $10,726 |
| Hayek Kallen Investment Management | 29,331 | $9 |
| Senator Investment Group LP | 175,000 | $55,200 |
| CTC Alternative Strategies, Ltd. | 2,756 | $869 |
| Advanced Portfolio Management, LLC | 1,486 | $469 |
| MIRABELLA FINANCIAL SERVICES LLP | 39,566 | $12,456 |
| Yukon Wealth Management, Inc. | 9,046 | $2,853 |
| SANDERS MORRIS HARRIS LLC | 18,730 | $5,908 |
| Nearwater Capital Markets, Ltd | 170,000 | $53,623 |
| Commonwealth Bank of Australia | 456,493 | $51,030 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 31,163 | $9,050 |
| Verdad Advisers, LP | 2,422 | $511 |
| BRIGHTON JONES LLC | 63,816 | $20,129 |
| Northwest Financial Advisors | 1,446 | $456 |
| Virtus Investment Advisers, LLC | 6,145 | $1,938 |
| PERRITT CAPITAL MANAGEMENT INC | 2,742 | $865 |
| Total Wealth Planning, LLC | 8,960 | $2,826 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,002 | $947 |
| Hobbs Wealth Management, LLC | 1,709 | $539 |