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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SR
5001
Swiss Re
Switzerland
$98.2K – – –
NL
5002
NorthAvenue LLC
Ohio
$98K -$75.9K -250 -43%
MCA
5003
Midwest Capital Advisors
Michigan
$95.7K +$59.2K +195 +150%
VEA
5004
Virtus ETF Advisers
New York
$95.3K -$10.9K -36 -10%
SFCL
5005
Strengthening Families & Communities LLC
Massachusetts
$93.4K +$607 +2 +0.6%
RWS
5006
Retirement Wealth Solutions
Wisconsin
$91.7K -$607 -2 -0.6%
EFMH
5007
E Fund Management (HK)
Hong Kong
$91.2K +$72.2K +238 +331%
MWA
5008
Merkkuri Wealth Advisors
New York
$91.1K +$94.1K +310 New
MBFW
5009
Morton Brown Family Wealth
Pennsylvania
$87.1K +$45.5K +150 +103%
APW
5010
Acima Private Wealth
Virginia
$87.1K – – –
BC
5011
Bayforest Capital
United Kingdom
$85.6K -$97.1K -320 -52%
GXJ
5012
Global X Japan
Japan
$85.6K +$88.3K +291 New
CWP
5013
Clark Wealth Partners
Illinois
$84.5K -$745K -2,454 -90%
SA
5014
Seneschal Advisors
Washington
$82.6K -$6.37K -21 -7%
MIM
5015
Meridiem Investment Management
United Kingdom
$82.4K – – –
KPP
5016
Kings Path Partners
Texas
$81.2K – – –
HFS
5017
Horizon Financial Services
North Carolina
$78.4K +$9.71K +32 +14%
MAS
5018
MPWM Advisory Solutions
Georgia
$76.3K +$29.1K +96 +59%
PCM
5019
Penserra Capital Management
California
$75K -$910 -3 -1%
UIA
5020
Ulland Investment Advisors
Minnesota
$74K -$1.52K -5 -2%
TWM
5021
TopTier Wealth Management
Wisconsin
$72.7K +$75K +247 New
GCM
5022
Gunpowder Capital Management
Maryland
$72.1K – – –
PJC
5023
Phillip James Consulting
Minnesota
$70K +$9.11K +30 +14%
DCM
5024
Disciplina Capital Management
Tennessee
$69.8K +$303 +1 +0.4%
CAM
5025
Clarity Asset Management
Iowa
$64.7K +$303 +1 +0.5%
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