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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JI
2576
Jeereddi Investments
California
$310K +$313K +3,300 New
FI
2577
Fosun International
China
$309K -$366K -3,860 -54%
FPA
2578
First Pacific Advisors
California
$309K -$294K -3,100 -49%
EPA
2579
Element Pointe Advisors
Florida
$307K +$79.4K +837 +34%
PWS
2580
Private Wealth Strategies
Ohio
$306K +$308K +3,250 New
MWP
2581
Moller Wealth Partners
$305K -$62.4K -658 -17%
WFM
2582
Wolff Financial Management
Michigan
$304K – – –
CC
2583
Capital Counsel
New York
$303K -$191K -2,018 -39%
FIA
2584
Foundations Investment Advisors
Arizona
$302K +$7.12K +75 +2%
SAM
2585
Summit Asset Management
Tennessee
$302K +$29.9K +315 +11%
TIM
2586
Total Investment Management
Arizona
$300K +$24.1K +254 +9%
FSC
2587
Full Sail Capital
Oklahoma
$298K -$1.42K -15 -0.5%
PAA
2588
Peregrine Asset Advisers
Oregon
$297K -$202K -2,133 -40%
BCB
2589
Brian C. Broderick
$297K – – –
GFPC
2590
Global Financial Private Client
Florida
$296K -$34.7K -366 -10%
DACG
2591
Donor Advised Charitable Giving
California
$296K – – –
JC
2592
Jentner Corp
Ohio
$296K – – –
FA
2593
Forefront Analytics
Pennsylvania
$296K +$1.9K +20 +0.6%
W
2594
WealthOne
New York
$293K +$55.2K +582 +23%
HA
2595
HYA Advisors
Missouri
$292K +$294K +3,103 New
BAMG
2596
Brand Asset Management Group
Missouri
$291K – – –
AC
2597
Avenir Corporation
Virginia
$290K -$13.3K -140 -4%
CG
2598
Corundum Group
Colorado
$289K -$14.9K -157 -5%
PCFFS
2599
Pacific Center for Financial Services
California
$289K +$132K +1,395 +83%
SSA
2600
South Street Advisors
New York
$288K +$56.5K +595 +24%
102 103
104
105 106