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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
2576
CVA Family Office
Colorado
$368K +$339K +2,643 New
VIA
2577
Vantis Investment Advisers
Florida
$367K -$39.4M -307,500 -99%
NPPM
2578
North Point Portfolio Managers
Ohio
$367K -$13.2K -103 -4%
TFGT
2579
TS Financial Group (TSFG)
Illinois
$366K +$12.8K +100 +4%
CI
2580
Cambiar Investors
Colorado
$366K +$13.3K +104 +4%
ACM
2581
AlphaCrest Capital Management
New York
$365K -$2.31M -18,035 -87%
EP
2582
Elkhorn Partners
Nebraska
$362K -$51.3K -400 -13%
VLC
2583
Van Leeuwen & Company
New Jersey
$360K +$22.4K +175 +7%
TCM
2584
Tradewinds Capital Management
Washington
$359K -$6.41K -50 -2%
DCM
2585
Driehaus Capital Management
Illinois
$359K -$513 -4 -0.2%
CCT
2586
Capital City Trust
Florida
$358K +$89.1K +695 +37%
PFA
2587
Pure Financial Advisors
California
$357K +$19.1K +149 +6%
BA
2588
Ballast Advisors
Minnesota
$355K +$327K +2,546 New
AF
2589
Apexium Financial
Texas
$355K +$327K +2,547 New
I
2590
INVST
Indiana
$354K -$17.7K -138 -5%
SVCP
2591
Silicon Valley Capital Partners
California
$352K +$88K +686 +37%
JCM
2592
Jacobsen Capital Management
Utah
$351K -$10.9K -85 -3%
AWM
2593
Aevitas Wealth Management
Massachusetts
$351K +$898 +7 +0.3%
SBA
2594
Secrest Blakey & Associates
North Carolina
$350K -$458K -3,574 -59%
S
2595
Surevest
California
$350K -$10.9K -85 -3%
FMP
2596
Financial Management Professionals
Texas
$349K +$15.3K +119 +5%
DBRC
2597
D.B. Root & Company
Pennsylvania
$347K -$6.28K -49 -2%
MSFP
2598
Mark Sheptoff Financial Planning
Connecticut
$347K +$224K +1,750 +236%
SWMG
2599
Strategic Wealth Management Group
Maryland
$346K +$64.8K +505 +26%
SSA
2600
South Street Advisors
New York
$343K – – –