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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
2601
Trail Ridge Investment Advisors
Colorado
$2.73M +$13.7K +46 +0.5%
CM
2602
Capula Management
Cayman Islands
$2.73M +$2.57M +8,645 New
WCAMG
2603
Woodard & Company Asset Management Group
North Carolina
$2.72M +$150K +504 +6%
CCA
2604
Cora Capital Advisors
New Jersey
$2.72M +$101K +340 +4%
FRA
2605
Front Row Advisors
California
$2.71M -$53.5K -180 -2%
AF
2606
Affiance Financial
Minnesota
$2.71M +$47.6K +160 +2%
VCM
2607
Versant Capital Management
Arizona
$2.71M +$127K +426 +5%
CIA
2608
Citadel Investment Advisory
Ohio
$2.71M – – –
EIA
2609
Edgemoor Investment Advisors
Maryland
$2.71M +$395K +1,329 +18%
NWAG
2610
Net Worth Advisory Group
Utah
$2.71M -$338K -1,138 -12%
CAG
2611
Centerpoint Advisory Group
Kansas
$2.71M – – –
PWM
2612
Pinnacle Wealth Management
California
$2.7M -$356K -1,196 -12%
IIM
2613
InTrack Investment Management
Vermont
$2.7M +$286K +960 +13%
PWP
2614
Pursue Wealth Partners
California
$2.7M +$28.6K +96 +1%
TF
2615
TLWM Financial
Texas
$2.7M +$97.8K +329 +4%
MFG
2616
Monte Financial Group
Connecticut
$2.7M -$22.9K -77 -0.9%
VCM
2617
Vision Capital Management
Oregon
$2.69M +$2.08K +7 +0.1%
VIPI
2618
Vista Investment Partners II
Indiana
$2.69M -$20.8K -70 -0.8%
SIM
2619
SWP Investment Management
Ohio
$2.69M +$224K +753 +10%
FPCP
2620
Fort Point Capital Partners
California
$2.68M -$1.22M -4,105 -33%
CMANY
2621
Capital Management Associates (New York)
New York
$2.68M – – –
AIM
2622
Advyzon Investment Management
Illinois
$2.68M +$526K +1,768 +26%
WEG
2623
World Equity Group
Illinois
$2.67M +$534K +1,795 +27%
CL
2624
CIM LLC
New York
$2.67M -$39K -131 -2%
MCI
2625
MRP Capital Investments
Georgia
$2.67M -$520K -1,750 -16%
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