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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
2626
ICW Investment Advisors
Arizona
$215K +$243 +2 +0.1%
WCWM
2627
Willow Creek Wealth Management
California
$214K +$4.74K +39 +2%
AP
2628
Adero Partners
California
$214K +$59.8K +492 +26%
JGIA
2629
Jackson Grant Investment Advisers
Connecticut
$213K +$364 +3 +0.1%
SA
2630
Silversage Advisors
California
$211K -$364 -3 -0.1%
CA
2631
Capital Advantage
California
$211K +$607 +5 +0.2%
PFA
2632
Pure Financial Advisors
California
$210K -$28.1K -231 -9%
JFG
2633
JMG Financial Group
Illinois
$210K +$21.3K +175 +8%
AFA
2634
Atlanta Financial Associates
Georgia
$210K +$283K +2,331 New
WAM
2635
Wakefield Asset Management
Colorado
$209K +$59.4K +489 +27%
NC
2636
NovaPoint Capital
Georgia
$205K +$87.5K +720 +46%
WI
2637
Wedgewood Investors
Pennsylvania
$204K – – –
EP
2638
Elkhorn Partners
Nebraska
$202K -$43.7K -360 -14%
RHFI
2639
Reilly Herbert Faulkner III
$202K – – –
RHJA
2640
Rice Hall James & Associates
California
$202K – – –
AMG
2641
Asset Management Group
Connecticut
$202K +$1.82K +15 +0.7%
VIMU
2642
Veritas Investment Management (UK)
United Kingdom
$196K – – –
AP
2643
Arlington Partners
Alabama
$195K +$4.62K +38 +2%
KBFS
2644
Kohmann Bosshard Financial Services
Ohio
$194K +$103K +850 +65%
FWM
2645
FSA Wealth Management
Massachusetts
$193K – – –
LWM
2646
Lenox Wealth Management
Ohio
$193K +$5.83K +48 +2%
TCCM
2647
Timber Creek Capital Management
Massachusetts
$190K – – –
PCMK
2648
Paragon Capital Management (Kansas)
Kansas
$189K -$13K -107 -5%
ICM
2649
Islay Capital Management
Texas
$189K +$37.3K +307 +17%
MF
2650
Manchester Financial
California
$188K -$43.9K -361 -15%
104 105
106
107 108