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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
3226
Alpha Financial Partners
Kentucky
$372K -$190K -1,268 -33%
AIA
3227
Arbor Investment Advisors
North Carolina
$371K -$3.75K -25 -1%
SWM
3228
SFG Wealth Management
Maryland
$370K +$300 +2 +0.1%
TFA
3229
Teamwork Financial Advisors
Texas
$370K +$55.9K +373 +17%
IIA
3230
ICW Investment Advisors
Arizona
$370K +$30.3K +202 +9%
PW
3231
Peninsula Wealth
California
$369K +$53.7K +358 +16%
SCA
3232
Southern Capital Advisors
Tennessee
$367K -$1.5K -10 -0.4%
FSA
3233
Financial Security Advisor
Virginia
$367K +$380K +2,532 New
AFIA
3234
America First Investment Advisors
Nebraska
$367K – – –
LODC
3235
Lanham O'Dell & Company
West Virginia
$366K +$150 +1 +0%
CAM
3236
Claret Asset Management
Quebec, Canada
$365K -$25.3K -169 -6%
CFAM
3237
Coury Firm Asset Management
Pennsylvania
$365K -$15.6K -104 -4%
MA
3238
MKT Advisors
California
$365K -$750 -5 -0.2%
FAFN
3239
First Affirmative Financial Network
Colorado
$365K +$51.3K +342 +16%
TWP
3240
Tower Wealth Partners
Pennsylvania
$363K -$40.5K -270 -10%
ACM
3241
Alethea Capital Management
Washington
$363K -$75K -500 -17%
AL
3242
Arnhold LLC
New York
$361K +$6K +40 +2%
NC
3243
NovaPoint Capital
Georgia
$361K +$10.8K +72 +3%
SIC
3244
SJS Investment Consulting
Ohio
$361K +$40.9K +273 +12%
WI
3245
Wedgewood Investors
Pennsylvania
$361K -$22.5K -150 -6%
MWA
3246
Motive Wealth Advisors
Michigan
$361K -$21.1K -141 -5%
PWMA
3247
Pension & Wealth Management Advisors
Massachusetts
$360K -$373K -2,490 -50%
BFAG
3248
Blackston Financial Advisory Group
Florida
$359K +$27.4K +183 +8%
MWM
3249
Mascoma Wealth Management
New Hampshire
$359K -$13.8K -92 -4%
LA
3250
Lifeworks Advisors
Michigan
$359K +$75.9K +506 +26%
128 129
130
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