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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
2626
Astoria Portfolio Advisors
New York
$2.97M +$279K +898 +11%
KWM
2627
Keebeck Wealth Management
Illinois
$2.97M +$195K +629 +7%
MCM
2628
Mendel Capital Management
Arkansas
$2.97M -$40.4K -130 -1%
BWM
2629
BlackDiamond Wealth Management
New York
$2.96M -$11.2K -36 -0.4%
YWM
2630
Yukon Wealth Management
Kansas
$2.96M +$2.81M +9,039 New
MAM
2631
MWA Asset Management
Massachusetts
$2.96M -$21.4K -69 -0.8%
PWA
2632
Pitcairn Wealth Advisors
Pennsylvania
$2.96M -$279K -900 -9%
PIA
2633
Pinion Investment Advisors
Kansas
$2.96M +$75.8K +244 +3%
BFA
2634
Brown Financial Advisors
Ohio
$2.95M +$15.2K +49 +0.5%
TPW
2635
Talon Private Wealth
Florida
$2.95M -$112K -361 -4%
WCM
2636
Washington Capital Management
Washington
$2.95M +$1.69M +5,455 +154%
EB
2637
Emprise Bank
Kansas
$2.94M -$23.6K -76 -0.8%
WEG
2638
World Equity Group
Illinois
$2.94M -$40.1K -129 -1%
CCM
2639
Cannon Capital Management
Utah
$2.94M +$23K +74 +0.8%
SLP
2640
Storen Legacy Partners
Indiana
$2.94M +$374K +1,205 +16%
VIPI
2641
Vista Investment Partners II
Indiana
$2.94M -$19.6K -63 -0.7%
CASB
2642
Cape Ann Savings Bank
Massachusetts
$2.94M -$21.7K -70 -0.8%
CA
2643
Carson Advisory
Georgia
$2.93M -$3.42K -11 -0.1%
SNBOSCI
2644
Security National Bank of Sioux City Iowa
Iowa
$2.93M +$599K +1,928 +27%
MFG
2645
Monte Financial Group
Connecticut
$2.93M -$23.3K -75 -0.9%
KFSC
2646
Keystone Financial Services (Colorado)
Colorado
$2.92M +$24.8K +80 +0.9%
DAM
2647
Deltec Asset Management
New York
$2.92M – – –
MIC
2648
Meridian Investment Counsel
California
$2.92M +$27.9K +90 +1%
LAIC
2649
Lederer & Associates Investment Counsel
California
$2.91M -$52.2K -168 -2%
AWMT
2650
AAFMAA Wealth Management & Trust
North Carolina
$2.91M -$195K -627 -7%
104 105
106
107 108