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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2601
BankPlus Wealth Management
Mississippi
$3.09M +$1.9M +6,132 +178%
GWCM
2602
Godshalk Welsh Capital Management
Pennsylvania
$3.09M -$34.1K -110 -1%
AC
2603
Asio Capital
Kentucky
$3.08M +$31.3K +101 +1%
SRS
2604
Strong Retirement Solutions
Washington
$3.08M +$2.96M +9,551 New
AWMT
2605
AAFMAA Wealth Management & Trust
North Carolina
$3.07M +$2.95M +9,541 New
DBG
2606
De Burlo Group
Massachusetts
$3.07M -$2.48K -8 -0.1%
CIM
2607
Chapman Investment Management
California
$3.07M -$1.11M -3,600 -27%
KFA
2608
Kelleher Financial Advisors
New York
$3.06M +$449K +1,449 +18%
VCM
2609
Versant Capital Management
Arizona
$3.06M +$276K +891 +10%
SMA
2610
Seven Mile Advisory
New Jersey
$3.06M -$580K -1,874 -16%
SNBOSD
2611
Security National Bank of So Dak
Iowa
$3.05M -$3.1K -10 -0.1%
SCI
2612
Stableford Capital II
Arizona
$3.05M +$408K +1,319 +16%
FA
2613
Faithward Advisors
Pennsylvania
$3.04M +$10.2K +33 +0.4%
BFA
2614
Brown Financial Advisors
Ohio
$3.04M -$50.2K -162 -2%
SSA
2615
South Street Advisors
New York
$3.04M +$10.5K +34 +0.4%
ITFISA
2616
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.03M +$1.18M +3,806 +68%
CAM
2617
CPA Asset Management
Florida
$3.03M +$403K +1,303 +16%
BC
2618
Barrett & Company
Rhode Island
$3.03M -$402K -1,299 -12%
W
2619
Wealthquest
Ohio
$3.03M +$2.91M +9,395 New
PIA
2620
Perennial Investment Advisors
California
$3.03M +$154K +498 +6%
MTC
2621
Matrix Trust Company
Colorado
$3.02M -$65.9K -213 -2%
PIA
2622
Pinion Investment Advisors
Kansas
$3.02M -$157K -506 -5%
WCAMG
2623
Woodard & Company Asset Management Group
North Carolina
$3.02M +$225K +726 +8%
EB
2624
Emprise Bank
Kansas
$3.02M -$21.7K -70 -0.7%
QFA
2625
Quantum Financial Advisors
California
$3M +$951K +3,072 +49%