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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
4401
Stack Financial Management
Montana
$239K +$6.29K +27 +3%
UI
4402
Unconventional Investor
New Hampshire
$239K – – –
OWA
4403
Oak Wealth Advisors
Illinois
$237K +$231K +990 New
FSWA
4404
Financial Synergies Wealth Advisors
Texas
$237K -$27.5K -118 -11%
FS
4405
Ferguson Shapiro
Georgia
$237K +$230K +989 New
CIM
4406
Corbyn Investment Management
Maryland
$237K -$43.1K -185 -16%
FPW
4407
Flagship Private Wealth
Massachusetts
$237K +$1.17K +5 +0.5%
JWM
4408
Jackson Wealth Management
Florida
$236K – – –
BCAM
4409
Boston Common Asset Management
Massachusetts
$236K -$23.1K -99 -9%
SHIM
4410
Stone House Investment Management
Pennsylvania
$236K -$33.8K -145 -13%
EAM
4411
Everstar Asset Management
North Carolina
$235K -$16.8K -72 -7%
HCC
4412
Hirtle Callaghan & Co
Pennsylvania
$235K +$229K +982 New
PA
4413
Planning Alternatives
Michigan
$234K – – –
E3F
4414
Eight 31 Financial
Texas
$234K -$17K -73 -7%
CWM
4415
CMH Wealth Management
New Hampshire
$233K – – –
W
4416
WealthCollab
Washington
$233K +$1.17K +5 +0.5%
MW
4417
Members Wealth
Pennsylvania
$233K +$198K +848 New
VSQM
4418
V-Square Quantitative Management
Illinois
$233K -$39.8K -171 -15%
AA
4419
Aufman Associates
Pennsylvania
$233K -$39.6K -170 -15%
UOTTAIMCU
4420
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$233K – – –
FFW
4421
Fusion Family Wealth
New York
$233K +$226K +971 New
WCF
4422
West Coast Financial
California
$232K -$5.12K -22 -2%
CWP
4423
Corepath Wealth Partners
Arizona
$231K -$33.3K -143 -13%
LIA
4424
LifePlan Investment Advisors
North Carolina
$230K -$1.63K -7 -0.7%
KFG
4425
Kropog Financial Group
Louisiana
$230K +$224K +960 New
175 176
177
178 179