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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
3801
PCB Capital
New Jersey
$935K +$40.4K +130 +5%
HC
3802
Hamilton Capital
Ohio
$934K -$176K -568 -17%
CWMA
3803
Capstone Wealth Management (Alabama)
Alabama
$934K +$492K +1,585 +125%
BNA
3804
BankChampaign National Association
Illinois
$932K +$488K +1,570 +123%
POIA
3805
Pin Oak Investment Advisors
Texas
$932K +$6.21K +20 +0.7%
PS
3806
Planned Solutions
California
$931K +$34.2K +110 +4%
KFP
3807
Keener Financial Planning
Texas
$930K +$92.9K +299 +12%
FF
3808
Friday Financial
Iowa
$930K +$112K +361 +15%
B
3809
Bensler
Washington
$929K -$14K -45 -2%
QWM
3810
QP Wealth Management
New Jersey
$929K -$1.86K -6 -0.2%
EPW
3811
Endeavor Private Wealth
Kansas
$929K -$61.8K -199 -7%
MWP
3812
Meridian Wealth Partners
Pennsylvania
$928K +$2.48K +8 +0.3%
FZCM
3813
Flynn Zito Capital Management
New York
$926K +$9.32K +30 +1%
4A
3814
4Wealth Advisors
Illinois
$926K +$135K +435 +18%
API
3815
Asset Planning Inc
California
$925K +$1.55K +5 +0.2%
TWA
3816
Tandem Wealth Advisors
Arizona
$925K +$53.1K +171 +6%
DCBT
3817
Dakota Community Bank & Trust
North Dakota
$920K +$32.3K +104 +4%
KPWG
3818
KFA Private Wealth Group
Virginia
$920K -$227K -732 -21%
XPN
3819
XY Planning Network
Montana
$919K +$108K +349 +14%
KAM
3820
KEB Asset Management
Illinois
$919K -$2.48K -8 -0.3%
CGF
3821
Constant Guidance Financial
Massachusetts
$917K +$870K +2,802 New
IFU
3822
iSAM Funds (UK)
United Kingdom
$917K -$207K -666 -19%
QFA
3823
Quattro Financial Advisors
Texas
$917K +$870K +2,800 New
CLIP
3824
Colter Lewis Investment Partners
Connecticut
$916K -$1.18M -3,790 -58%
PI
3825
Parkside Investments
Illinois
$915K -$168K -540 -16%
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153
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