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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMC
3576
Squire Investment Management Company
Utah
$440K -$3.58K -17 -0.8%
RIA
3577
Richwood Investment Advisors
Ohio
$439K -$26.3K -125 -6%
CP
3578
Capital Planning
Washington
$439K +$73.9K +351 +20%
RCA
3579
Riverview Capital Advisers
Massachusetts
$437K – – –
B
3580
Barings
North Carolina
$436K +$118K +559 +37%
ADMI
3581
Albert D. Mason Inc
Massachusetts
$435K -$34.5K -164 -7%
SFFS
3582
Stonehage Fleming Financial Services
Jersey
$435K – – –
BIP
3583
Blue Investment Partners
California
$435K +$130K +619 +43%
BWA
3584
BlueChip Wealth Advisors
Georgia
$435K -$7.79K -37 -2%
LAM
3585
Lewis Asset Management
California
$434K +$32.6K +155 +8%
MFA
3586
McClarren Financial Advisors
Pennsylvania
$433K -$70.1K -333 -24%
PFS
3587
Prospect Financial Services
New York
$433K -$36K -171 -8%
SCA
3588
Southern Capital Advisors
Tennessee
$433K +$142K +676 +49%
EF
3589
Exeter Financial
Arizona
$432K -$17.3K -82 -4%
NSLI
3590
Nan Shan Life Insurance
Taiwan
$432K -$4.96M -23,539 -92%
FPF
3591
First Pacific Financial
Washington
$430K +$211K +1,000 +96%
FDS
3592
Freedom Day Solutions
Texas
$429K -$2.32K -11 -0.5%
B
3593
Bensler
Washington
$428K +$136K +644 +46%
TWM
3594
Triton Wealth Management
Arizona
$428K – – –
RWM
3595
Ruedi Wealth Management
Illinois
$428K -$11.4K -54 -3%
BWCS
3596
Beirne Wealth Consulting Services
Connecticut
$427K – – –
JA
3597
JVL Associates
Michigan
$427K +$26.1K +124 +7%
KA
3598
Kercheville Advisors
Texas
$427K -$9.48K -45 -2%
IA
3599
Inspire Advisors
Idaho
$427K +$10.5K +50 +3%
VBWMG
3600
Von Berge Wealth Management Group
California
$427K -$5.48K -26 -1%
142 143
144
145 146