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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
3701
Activest Wealth Management
Florida
$5.17K -$10.6K -71 -66%
RG
3702
Retirement Group
California
$4.79K -$5.25K -35 -51%
UFF
3703
USA Financial Formulas
Michigan
$4.79K – – –
TFG
3704
Team Financial Group
California
$4.17K +$4.35K +29 New
SWM
3705
Sanctuary Wealth Management
Idaho
$2.9K – – –
FC
3706
Family CFO
California
$2.17K +$2.25K +15 New
MBFW
3707
Morton Brown Family Wealth
Pennsylvania
$1.74K – – –
IA
3708
IFS Advisors
Kansas
$1.57K – – –
OTPPB
3709
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$561M -3,856,515 Closed
Holocene Advisors
3710
Holocene Advisors
New York
– -$38M -260,989 Closed
V
3711
Veritable
Delaware
– -$24.6M -168,916 Closed
BC
3712
Brookfield Corp
Ontario, Canada
– -$22.5M -155,013 Closed
PRC
3713
Pearl River Capital
Michigan
– -$6.5M -44,670 Closed
OIM
3714
Opus Investment Management
Massachusetts
– -$5.87M -40,350 Closed
WG
3715
Winton Group
United Kingdom
– -$5.76M -39,591 Closed
AWA
3716
Arete Wealth Advisors
Illinois
– -$4.7M -32,321 Closed
CGA
3717
Compound Global Advisors
Washington
– -$4.51M -30,991 Closed
NWM
3718
NEIRG Wealth Management
Massachusetts
– -$4.34M -29,814 Closed
CM
3719
Crestline Management
Texas
– -$3.64M -25,000 Closed
Alyeska Investment Group
3720
Alyeska Investment Group
Illinois
– -$2.99M -20,565 Closed
VIA
3721
Vident Investment Advisory
Georgia
– -$2.87M -19,756 Closed
HGCK
3722
HPC Germany & Co KG
Germany
– -$2.71M -18,600 Closed
SPW
3723
Surience Private Wealth
Washington
– -$2.68M -18,423 Closed
MFS
3724
Mirabella Financial Services
United Kingdom
– -$2.3M -15,800 Closed
GCM
3725
Glaxis Capital Management
Florida
– -$2.18M -15,000 Closed