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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
2701
First National Bank & Trust Co of Newtown
Pennsylvania
$2.79M -$2.48K -8 -0.1%
VP
2702
Verum Partners
North Carolina
$2.79M +$575K +1,852 +28%
CMANY
2703
Capital Management Associates (New York)
New York
$2.78M – – –
CAG
2704
Curtis Advisory Group
California
$2.78M – – –
BFG
2705
Bouchey Financial Group
New York
$2.78M +$53.4K +172 +2%
TFA
2706
Transamerica Financial Advisors
Florida
$2.78M +$221K +711 +9%
RB
2707
Rodgers Brothers
Pennsylvania
$2.78M – – –
FAG
2708
Fortitude Advisory Group
Washington
$2.77M +$87.9K +283 +3%
MPCG
2709
Matrix Private Capital Group
New York
$2.77M +$3.42K +11 +0.1%
PWP
2710
Pursue Wealth Partners
California
$2.77M – – –
JFGLC
2711
Johnson Financial Group LLC (Colorado)
Colorado
$2.77M +$838K +2,697 +47%
KWS
2712
Keystone Wealth Services
California
$2.76M +$83.8K +270 +3%
LCM
2713
Lazari Capital Management
California
$2.76M -$24.5K -79 -0.9%
CIA
2714
Citadel Investment Advisory
Ohio
$2.76M – – –
CIP
2715
Convergence Investment Partners
Florida
$2.75M -$2.03M -6,551 -44%
1C
2716
111 Capital
France
$2.75M +$821K +2,645 +46%
SPF
2717
South Plains Financial
Texas
$2.75M +$310K +999 +14%
ECM
2718
Ethos Capital Management
Pennsylvania
$2.75M +$726K +2,339 +39%
RF
2719
Roxbury Financial
New Jersey
$2.74M +$21.1K +68 +0.8%
SIC
2720
Samalin Investment Counsel
New York
$2.74M -$68.3K -220 -3%
BCA
2721
Bay Capital Advisors
Virginia
$2.74M -$5.59K -18 -0.2%
CCMW
2722
Cypress Capital Management (Wyoming)
Wyoming
$2.74M -$3.73K -12 -0.1%
MSCM
2723
McElhenny Sheffield Capital Management
Texas
$2.74M -$300K -967 -10%
WG
2724
WMS Group
Louisiana
$2.74M -$123K -396 -5%
IIL
2725
Income Insurance Ltd
$2.74M – – –
107 108
109
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