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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
2626
Independent Family Office
New York
$652K +$204K +1,302 +49%
FMI
2627
F/M Investments
District of Columbia
$651K -$239K -1,523 -27%
MHR
2628
Matthew Hamilton Rosenberg
$647K +$33.8K +215 +5%
CPC
2629
Consolidated Planning Corp
Georgia
$645K +$2.67K +17 +0.4%
CG
2630
Corundum Group
Colorado
$641K -$73.2K -466 -10%
HIS
2631
Harvest Investment Services
Illinois
$638K +$36.3K +231 +6%
AC
2632
Annandale Capital
Texas
$635K +$9.74K +62 +2%
TIM
2633
Tortoise Investment Management
New York
$634K -$130K -825 -17%
BCP
2634
Berkeley Capital Partners
Georgia
$634K -$17.7K -113 -3%
MAM
2635
Mark Asset Management
New York
$634K -$7.22K -46 -1%
NWS
2636
Newport Wealth Strategies
California
$634K +$157 +1 +0%
TI
2637
Truehand Inc
New Hampshire
$633K – – –
DW
2638
Domani Wealth
Pennsylvania
$633K +$1.1K +7 +0.2%
TF
2639
TRH Financial
Iowa
$632K -$91.4K -582 -13%
CL
2640
COWA LLC
Oklahoma
$630K -$137K -875 -18%
GSIS
2641
Global Strategic Investment Solutions
Arizona
$630K +$81.5K +519 +15%
SCM
2642
Stonehearth Capital Management
Massachusetts
$628K +$20.3K +129 +3%
WAM
2643
WNY Asset Management
New York
$627K +$471 +3 +0.1%
WCM
2644
Washburn Capital Management
Florida
$625K +$173K +1,102 +38%
RCM
2645
Ratan Capital Management
Florida
$622K – – –
CWP
2646
Curated Wealth Partners
California
$620K -$114K -726 -15%
SAM
2647
S.A. Mason
Michigan
$620K +$1.57K +10 +0.3%
HI
2648
Harrington Investments
California
$619K -$34.6K -220 -5%
EA
2649
Emerald Advisors
Washington
$618K -$313K -1,990 -33%
UWPG
2650
Ullmann Wealth Partners Group
Florida
$618K – – –
104 105
106
107 108