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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2576
Summit Asset Management
Tennessee
$719K +$13.5K +86 +2%
ACM
2577
AlphaStar Capital Management
North Carolina
$719K +$314K +2,004 +89%
ACM
2578
AUA Capital Management
Pennsylvania
$718K – – –
LI
2579
LVZ Inc
Michigan
$712K – – –
HWA
2580
Hillcrest Wealth Advisors
New Jersey
$710K +$4.23K +27 +0.6%
CWP
2581
Concord Wealth Partners
Virginia
$708K -$835K -5,324 -55%
LCM
2582
LCM Capital Management
Illinois
$708K – – –
EIA
2583
Eldridge Investment Advisors
New Hampshire
$707K – – –
NFG
2584
Norris Financial Group
South Carolina
$705K +$4.23K +27 +0.6%
PCMC
2585
Paragon Capital Management (Colorado)
Colorado
$705K -$168K -1,074 -20%
CCMW
2586
Cypress Capital Management (Wyoming)
Wyoming
$705K -$27.4K -175 -4%
KIG
2587
Kowal Investment Group
Wisconsin
$705K -$13K -83 -2%
ISWM
2588
Independent Solutions Wealth Management
New York
$704K +$11.3K +72 +2%
TCM
2589
Triumph Capital Management
Colorado
$701K +$7.37K +47 +1%
OAM
2590
Oberweis Asset Management
Illinois
$700K -$12.1K -77 -2%
DE
2591
Day & Ennis
Georgia
$698K +$49.5K +316 +8%
BRA
2592
Bender Robert & Associates
California
$697K -$2.82K -18 -0.4%
NVIM
2593
New Vernon Investment Management
Illinois
$696K – – –
CFA
2594
Cahill Financial Advisors
Minnesota
$695K +$48.8K +311 +8%
FCIM
2595
Fairview Capital Investment Management
California
$691K – – –
MCA
2596
Morris Capital Advisors
Pennsylvania
$687K -$46.9K -299 -7%
BAM
2597
Beaumont Asset Management
Texas
$687K +$48.3K +308 +8%
MFGM
2598
Marshall Financial Group (Maryland)
Maryland
$685K -$31K -198 -5%
KCM
2599
Kathmere Capital Management
Pennsylvania
$682K +$183K +1,166 +39%
FA
2600
Fermata Advisors
California
$678K -$31.4K -200 -5%
102 103
104
105 106