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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
3151
PrairieView Partners
Minnesota
$164K – – –
ITFISA
3152
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$163K +$53.5K +341 +52%
SFPG
3153
Stonebridge Financial Planning Group
Florida
$162K -$15.7K -100 -10%
JWM
3154
Janiczek Wealth Management
Colorado
$160K +$18.5K +118 +14%
BAM
3155
Baldrige Asset Management
Pennsylvania
$156K -$6.9K -44 -4%
OAJ
3156
Ogorek Anthony Joseph
New York
$155K +$5.96K +38 +4%
VCM
3157
Versant Capital Management
Arizona
$151K +$17.7K +113 +14%
CDIA
3158
Capital Directions Investment Advisors
Georgia
$148K +$80K +510 +130%
IWP
3159
IAG Wealth Partners
Wisconsin
$146K – – –
HFA
3160
HC Financial Advisors
California
$142K – – –
BIA
3161
Bell Investment Advisors
California
$139K +$133K +851 New
CFN
3162
Cordasco Financial Network
Florida
$136K -$19K -121 -13%
EIP
3163
Ellis Investment Partners
Pennsylvania
$134K +$16K +102 +14%
WOSD
3164
WFA of San Diego
California
$130K +$125K +797 New
PO
3165
Private Ocean
California
$128K +$6.74K +43 +6%
WFA
3166
West Financial Advisors
Iowa
$123K – – –
HIM
3167
Hillsdale Investment Management
Ontario, Canada
$119K -$116K -740 -50%
RA
3168
Resolute Advisors
California
$119K – – –
TAM
3169
Tucker Asset Management
Colorado
$118K +$55.7K +355 +104%
MAM
3170
McCarthy Asset Management
California
$116K – – –
LPWM
3171
Lake Point Wealth Management
Texas
$115K +$157 +1 +0.1%
LFG
3172
Larson Financial Group
Missouri
$114K -$15.5K -99 -12%
HL
3173
Harding Loevner
New Jersey
$105K – – –
GKWIM
3174
Gerber Kawasaki Wealth & Investment Management
California
$96K -$2.58M -16,481 -99%
VFIC
3175
Valley Forge Investment Consultants
Pennsylvania
$92K +$17.6K +112 +25%
125 126
127
128 129