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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
3526
Knuff & Co
California
$445K – – –
CC
3527
Cultivar Capital
Texas
$445K – – –
RA
3528
Riversedge Advisors
Delaware
$444K +$28.2K +144 +7%
GAMC
3529
Garner Asset Management Corp
Texas
$444K +$391 +2 +0.1%
BBWP
3530
Beacon Bridge Wealth Partners
Pennsylvania
$443K -$14.7K -75 -3%
BIG
3531
Builder Investment Group
Georgia
$443K +$196 +1 +0%
EMAM
3532
Encompass More Asset Management
California
$443K +$16.4K +84 +4%
FPCG
3533
Forum Private Client Group
Indiana
$442K -$423K -2,165 -50%
DFG
3534
Dupree Financial Group
Kentucky
$440K – – –
DWM
3535
Darwin Wealth Management
Florida
$438K -$5.47K -28 -1%
MAM
3536
Morse Asset Management
Connecticut
$437K -$782 -4 -0.2%
LC
3537
Landaas & Company
Wisconsin
$436K -$527K -2,696 -56%
SC
3538
Sepio Capital
Utah
$436K +$1.56K +8 +0.4%
WAM
3539
Worth Asset Management
Texas
$435K +$14.5K +74 +4%
LFG
3540
Lazard Frères Gestion
France
$435K +$49.9K +255 +13%
CMS
3541
Capital Market Strategies
Florida
$435K +$116K +593 +38%
KFS
3542
Kaizen Financial Strategies
California
$434K -$34.6K -177 -8%
TWM
3543
Triton Wealth Management
Arizona
$434K +$199K +1,018 +97%
TWP
3544
Tower Wealth Partners
Pennsylvania
$433K +$73.3K +375 +21%
ODIJL
3545
One Day In July LLC
Vermont
$432K +$45K +230 +12%
EF
3546
Exeter Financial
Arizona
$431K -$5.28K -27 -1%
WCM
3547
Wallace Capital Management
Texas
$431K +$48.9K +250 +13%
MWM
3548
Mascoma Wealth Management
New Hampshire
$429K -$56.7K -290 -12%
NWA
3549
New World Advisors
Massachusetts
$429K -$10.8K -55 -3%
JC
3550
Jacobs & Co
California
$429K -$58.6K -300 -12%
140 141
142
143 144