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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
4151
New England Capital Financial Advisors
Connecticut
$26.3K – – –
SC
4152
Swan Capital
Florida
$25.3K +$24.4K +125 New
CAM
4153
Clarity Asset Management
Iowa
$24.8K – – –
MBFW
4154
Morton Brown Family Wealth
Pennsylvania
$24.2K – – –
CP
4155
Camelot Portfolios
Ohio
$22.9K +$22.1K +113 New
AFWM
4156
Abich Financial Wealth Management
Virginia
$22.3K +$16.4K +84 +323%
GAG
4157
Goodman Advisory Group
Massachusetts
$18.8K – – –
CAM
4158
ClariVest Asset Management
California
$17.3K -$16.2K -83 -49%
ECM
4159
Everence Capital Management
Indiana
$16.1K – – –
WA
4160
WestEnd Advisors
North Carolina
$14.4K +$782 +4 +6%
NAAA
4161
New Age Alpha Advisors
New York
$10.5K +$10.2K +52 New
YAL
4162
Your Advocates Ltd
Texas
$10.1K -$19.6K -100 -67%
CC
4163
Cypress Capital
Tennessee
$10.1K +$9.78K +50 New
WCM
4164
Westend Capital Management
California
$9.66K -$47.9K -245 -84%
EC
4165
Elequin Capital
New York
$9.1K +$8.8K +45 New
PPWM
4166
PFG Private Wealth Management
Florida
$7.69K -$5.87K -30 -44%
PS
4167
PayPay Securities
Japan
$6.47K – – –
FWA
4168
FSC Wealth Advisors
New York
$6.27K -$64.5K -330 -91%
JFG
4169
JDM Financial Group
Texas
$5.87K – – –
FGAM
4170
Financial Gravity Asset Management
Texas
$5.46K -$29.1K -149 -85%
KIG
4171
Kessler Investment Group
Indiana
$5.42K – – –
SWM
4172
Sanctuary Wealth Management
Idaho
$4.04K – – –
TJHA
4173
Thomas J. Herzfeld Advisors
Florida
$3.84K +$3.71K +19 New
CJ
4174
Caitlin John
Michigan
$3.32K -$978 -5 -24%
IA
4175
IFS Advisors
Kansas
$2.23K +$196 +1 +10%
165 166
167
168 169