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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WBCM
4201
Wilson & Boucher Capital Management
California
$608K +$2.17K +7 +0.4%
DFA
4202
DHJJ Financial Advisors
Illinois
$606K -$2.17K -7 -0.4%
GFA
4203
Gladwyn Financial Advisors
Virginia
$606K – – –
LFASL
4204
Lugano Financial Advisors SA (LFA)
Switzerland
$606K +$70.2K +226 +14%
BHPW
4205
Box Hill Private Wealth
Arizona
$605K +$6.52K +21 +1%
AI
4206
AXS Investments
New York
$605K -$146K -471 -20%
JRPIM
4207
Journey Retirement Planning & Investment Management
Idaho
$604K +$113K +365 +25%
MFA
4208
Morling Financial Advisors
California
$604K +$9.32K +30 +2%
AFA
4209
American Financial Advisors
Georgia
$604K +$2.79K +9 +0.5%
GA
4210
Gordian Advisors
Arizona
$603K +$311 +1 +0.1%
SC
4211
Schiavi & Co
Delaware
$603K -$1.24K -4 -0.2%
GWA
4212
Geometric Wealth Advisors
District of Columbia
$602K +$134K +431 +31%
RIP
4213
Reliant Investment Partners
North Carolina
$601K -$5.59K -18 -1%
DWAM
4214
Duncan Williams Asset Management
Tennessee
$601K -$4.04K -13 -0.7%
KC
4215
Kinloch Capital
Virginia
$599K +$51.9K +167 +10%
EFL
4216
ERn Financial LLC
Wisconsin
$598K +$83.5K +269 +17%
FWMM
4217
Foundation Wealth Management (Missouri)
Missouri
$597K -$22.7K -73 -4%
TCM
4218
Tradewinds Capital Management
Washington
$596K -$13.7K -44 -2%
MFPI
4219
Midwest Financial Partners Investments
Minnesota
$595K +$3.1K +10 +0.6%
MWA
4220
Muirfield Wealth Advisors
North Carolina
$595K +$8.07K +26 +1%
TWP
4221
Tower Wealth Partners
Pennsylvania
$595K +$12.4K +40 +2%
AMG
4222
Asset Management Group
Connecticut
$595K -$14K -45 -2%
EFG
4223
Elm3 Financial Group
Georgia
$593K – – –
NNPTE
4224
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$593K – – –
BCM
4225
Banyan Capital Management
Georgia
$592K -$34.2K -110 -6%
167 168
169
170 171