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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
4626
Clarendon Private
Massachusetts
$208K +$196K +658 New
PF
4627
Penney Financial
Texas
$208K -$11.9K -40 -6%
BFP
4628
Beacon Financial Planning
Massachusetts
$207K +$196K +658 New
MAV
4629
Mason & Associates (Virginia)
Virginia
$207K – – –
CCMI
4630
Creative Capital Management Investments
California
$207K +$14K +47 +8%
CIM
4631
Corbyn Investment Management
Maryland
$207K +$195K +655 New
SS
4632
Sound Stewardship
Kansas
$207K +$195K +655 New
CIS
4633
Continental Investors Services
Washington
$205K +$205K +688 New
MWP
4634
Meredith Wealth Planning
Illinois
$204K +$193K +648 New
TWM
4635
Trinity Wealth Management
Pennsylvania
$204K +$193K +648 New
MF
4636
Manuka Financial
Virginia
$204K +$193K +648 New
RCA
4637
Runnymede Capital Advisors
Ohio
$203K +$192K +644 New
WCP
4638
Welch Capital Partners
New York
$203K +$191K +642 New
CCM
4639
Collar Capital Management
Wisconsin
$202K +$191K +641 New
EA
4640
Evolution Advisers
Virginia
$202K – – –
WAOTB
4641
Wealth Advisors of Tampa Bay
Florida
$202K +$190K +640 New
TGIA
4642
Torrey Growth & Income Advisors
California
$201K +$190K +638 New
FF
4643
Financial Futures
New Jersey
$200K +$189K +635 New
MAM
4644
Marquette Asset Management
Minnesota
$200K +$69.6K +234 +59%
MFG
4645
Mendota Financial Group
Wisconsin
$199K – – –
BHWM
4646
Bay Harbor Wealth Management
Maryland
$197K -$26.2K -88 -12%
DF
4647
DecisionPoint Financial
Arizona
$197K – – –
SRCM
4648
Signature Resources Capital Management
California
$193K -$5.35K -18 -3%
BCM
4649
Basso Capital Management
Connecticut
$191K -$14.9K -50 -8%
VCMGDR
4650
Vinland Capital Management Gestora de Recursos
Brazil
$188K +$178K +597 New
184 185
186
187 188