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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
3326
Luken Investment Analytics
Tennessee
$305K +$22.7K +165 +9%
BCMLT
3327
Beacon Capital Management LLC (Tennessee)
Tennessee
$304K +$8.8K +64 +3%
IWM
3328
Integris Wealth Management
California
$304K -$27.8K -202 -9%
MA
3329
Mezzasalma Advisors
New Jersey
$303K +$8.66K +63 +3%
CCA
3330
Conestoga Capital Advisors
Pennsylvania
$300K -$55K -400 -16%
SAM
3331
Shikiar Asset Management
New York
$300K +$10K +73 +4%
HW
3332
Hamilton Wealth
California
$300K +$31.5K +229 +13%
RHJA
3333
Rice Hall James & Associates
California
$299K – – –
NF
3334
Norwood Financial
Pennsylvania
$299K – – –
EF
3335
Exeter Financial
Arizona
$299K – – –
WQ
3336
Wealth Quarterback
New Jersey
$299K -$15.8K -115 -5%
FPF
3337
First Pacific Financial
Washington
$298K +$66.6K +484 +31%
VCM
3338
Versant Capital Management
Arizona
$298K -$71.4K -519 -20%
CCIA
3339
Cherry Creek Investment Advisors
Colorado
$298K -$55.4K -403 -16%
TBWA
3340
Three Bridge Wealth Advisors
California
$297K – – –
TSS
3341
Two Sigma Securities
New York
$296K -$19.2M -139,390 -99%
KFS
3342
Kurt F. Somerville
$295K – – –
AFS
3343
Axiom Financial Strategies
Indiana
$295K -$16.2K -118 -5%
CPW
3344
Catalyst Private Wealth
California
$295K -$73.4K -534 -21%
AIM
3345
Arcadia Investment Management
Michigan
$295K +$11.1K +81 +4%
W
3346
WorthPointe
California
$294K +$58.6K +426 +27%
CCC
3347
Chelsea Counsel Company
California
$294K – – –
WMWM
3348
Whitaker-Myers Wealth Managers
Ohio
$293K +$32.2K +234 +13%
SC
3349
Saturna Capital
Washington
$292K -$94.2K -685 -25%
CM
3350
Columbus Macro
Pennsylvania
$292K -$165K -1,201 -38%
132 133
134
135 136