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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
5026
Retirement Wealth Solutions
Wisconsin
$91.7K -$607 -2 -0.6%
EFMH
5027
E Fund Management (HK)
Hong Kong
$91.2K +$72.2K +238 +331%
MWA
5028
Merkkuri Wealth Advisors
New York
$91.1K +$94.1K +310 New
MBFW
5029
Morton Brown Family Wealth
Pennsylvania
$87.1K +$45.5K +150 +103%
APW
5030
Acima Private Wealth
Virginia
$87.1K – – –
BC
5031
Bayforest Capital
United Kingdom
$85.6K -$97.1K -320 -52%
GXJ
5032
Global X Japan
Japan
$85.6K +$88.3K +291 New
CWP
5033
Clark Wealth Partners
Illinois
$84.5K -$745K -2,454 -90%
SA
5034
Seneschal Advisors
Washington
$82.6K -$6.37K -21 -7%
MIM
5035
Meridiem Investment Management
United Kingdom
$82.4K – – –
KPP
5036
Kings Path Partners
Texas
$81.2K – – –
HFS
5037
Horizon Financial Services
North Carolina
$78.4K +$9.71K +32 +14%
MAS
5038
MPWM Advisory Solutions
Georgia
$76.3K +$29.1K +96 +59%
PCM
5039
Penserra Capital Management
California
$75K -$910 -3 -1%
UIA
5040
Ulland Investment Advisors
Minnesota
$74K -$1.52K -5 -2%
TWM
5041
TopTier Wealth Management
Wisconsin
$72.7K +$75K +247 New
GCM
5042
Gunpowder Capital Management
Maryland
$72.1K – – –
PJC
5043
Phillip James Consulting
Minnesota
$70K +$9.11K +30 +14%
DCM
5044
Disciplina Capital Management
Tennessee
$69.8K +$303 +1 +0.4%
CAM
5045
Clarity Asset Management
Iowa
$64.7K +$303 +1 +0.5%
PMIM
5046
Prudent Man Investment Management
Colorado
$62.5K – – –
MGI
5047
Miller Global Investments
Texas
$62.1K +$15.5K +51 +32%
T2I
5048
Turim 21 Investimentos
Brazil
$61.8K +$63.7K +210 New
VA
5049
Valor Advisors
Florida
$60.9K – – –
NECFA
5050
New England Capital Financial Advisors
Connecticut
$59.3K -$8.8K -29 -13%
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202
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