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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3326
Campion Asset Management
Virginia
$1.49M -$7.12K -23 -0.5%
OGC
3327
Oak Grove Capital
New Hampshire
$1.48M +$1.42M +4,600 New
PWC
3328
Pathfinder Wealth Consulting
North Carolina
$1.48M +$1.42M +4,597 New
CFA
3329
CWS Financial Advisors
Michigan
$1.48M +$310 +1 +0%
MAM
3330
Morse Asset Management
Connecticut
$1.48M +$588K +1,900 +71%
GCM
3331
Gibraltar Capital Management
Oklahoma
$1.48M +$154K +498 +12%
DWS
3332
Discipline Wealth Solutions
South Carolina
$1.48M +$149K +481 +12%
AT
3333
Avalon Trust
New Mexico
$1.47M – – –
PW
3334
Paladin Wealth
Minnesota
$1.47M -$83.9K -271 -6%
MFG
3335
Mainsail Financial Group
Washington
$1.47M -$60.4K -195 -4%
SC
3336
Sykon Capital
New York
$1.46M +$3.41K +11 +0.2%
LMFP
3337
Larry Mathis Financial Planning
Arizona
$1.46M +$1.4M +4,522 New
BWM
3338
Bulltick Wealth Management
Florida
$1.45M -$159K -514 -10%
GRWP
3339
Green Ridge Wealth Planning
New Jersey
$1.45M +$1.39M +4,497 New
LCG
3340
Lakeshore Capital Group
Illinois
$1.45M +$35.3K +114 +3%
EA
3341
Enclave Advisors
Texas
$1.45M -$4.33K -14 -0.3%
EC
3342
EdgeRock Capital
Colorado
$1.44M +$192K +620 +16%
ONGA
3343
O'Neil Global Advisors
California
$1.44M -$341K -1,102 -20%
HC
3344
Hara Capital
Washington
$1.44M -$15.5K -50 -1%
GFS
3345
Geremia Financial Services
New Jersey
$1.43M +$1.38M +4,451 New
DCM
3346
Dorato Capital Management
Colorado
$1.43M +$1.44M +4,652 New
GG
3347
GenWealth Group
New Jersey
$1.43M +$99.4K +321 +8%
EI
3348
Ellevest Inc
New York
$1.43M +$27.9K +90 +2%
TA
3349
TPG Advisors
Illinois
$1.43M +$929 +3 +0.1%
SA
3350
SPWM Advisors
Michigan
$1.43M +$1.37M +4,428 New
132 133
134
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