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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
3776
Axis Wealth Partners
Rhode Island
$534K +$519K +2,228 New
BWA
3777
BlueChip Wealth Advisors
Georgia
$533K +$38K +163 +8%
GF
3778
Gimbal Financial
Indiana
$533K +$5.12K +22 +1%
NC
3779
NovaPoint Capital
Georgia
$533K -$34.2K -147 -6%
SM
3780
Sensible Money
Arizona
$532K – – –
CMS
3781
Capital Market Strategies
Florida
$532K +$13.3K +57 +3%
SIMC
3782
Squire Investment Management Company
Utah
$532K +$30K +129 +6%
MCM
3783
M1 Capital Management
Michigan
$531K +$516K +2,217 New
SCM
3784
Stevens Capital Management
Pennsylvania
$531K -$4.78M -20,509 -90%
ONGA
3785
O'Neil Global Advisors
California
$531K +$1.4K +6 +0.3%
CMBA
3786
C.M. Bidwell & Associates
Hawaii
$531K -$7.92K -34 -2%
GPW
3787
Genesis Private Wealth
Virginia
$531K +$515K +2,213 New
LFGO
3788
Legacy Financial Group (Oklahoma)
Oklahoma
$530K -$4.19K -18 -0.8%
RIA
3789
Richwood Investment Advisors
Ohio
$530K +$30.3K +130 +6%
MWM
3790
Mindset Wealth Management
Indiana
$528K +$11.6K +50 +2%
CWM
3791
Campbell Wealth Management
Virginia
$528K +$72.7K +312 +17%
AFS
3792
Axiom Financial Strategies
Indiana
$528K -$33.3K -143 -6%
RIP
3793
Reliant Investment Partners
North Carolina
$528K +$513K +2,201 New
CC
3794
Cultivar Capital
Texas
$527K – – –
GAMC
3795
Garner Asset Management Corp
Texas
$527K +$466 +2 +0.1%
BBWP
3796
Beacon Bridge Wealth Partners
Pennsylvania
$525K – – –
SC
3797
Sepio Capital
Utah
$523K -$5.82K -25 -1%
OTPPB
3798
Ontario Teachers' Pension Plan Board
Ontario, Canada
$522K -$32.1K -138 -6%
CFC
3799
Coyle Financial Counsel
Illinois
$521K +$122K +523 +32%
FA
3800
Fermata Advisors
California
$520K -$6.06K -26 -1%
150 151
152
153 154