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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
QL
5051
Quarry LP
New York
$103K -$303K -979 -75%
HA
5052
Heartland Advisors
Wisconsin
$102K – – –
SFCL
5053
Strengthening Families & Communities LLC
Massachusetts
$102K +$619 +2 +0.6%
GWSG
5054
GPS Wealth Strategies Group
Colorado
$101K -$2.09M -6,749 -96%
RWS
5055
Retirement Wealth Solutions
Wisconsin
$101K – – –
SA
5056
Seneschal Advisors
Washington
$97.2K – – –
APW
5057
Acima Private Wealth
Virginia
$95.4K -$84.5K -273 -48%
TPBG
5058
Turning Point Benefit Group
Maryland
$92.8K +$54.5K +176 +157%
KCM
5059
Key Capital Management
Tennessee
$90.9K +$87.3K +282 New
MIM
5060
Meridiem Investment Management
United Kingdom
$90.2K – – –
DT
5061
DV Trading
Illinois
$90.2K +$86.7K +280 New
RWA
5062
Redmont Wealth Advisors
Illinois
$89.2K -$5.26K -17 -6%
KPP
5063
Kings Path Partners
Texas
$88.9K -$8.36K -27 -9%
UIA
5064
Ulland Investment Advisors
Minnesota
$83K -$11.8K -38 -13%
PCM
5065
Penserra Capital Management
California
$83K +$14.9K +48 +23%
GCM
5066
Gunpowder Capital Management
Maryland
$78.9K +$75.9K +245 New
DCM
5067
Disciplina Capital Management
Tennessee
$76.1K +$310 +1 +0.4%
HFS
5068
Horizon Financial Services
North Carolina
$75.5K – – –
NECFA
5069
New England Capital Financial Advisors
Connecticut
$74.6K +$9.29K +30 +15%
CAM
5070
Clarity Asset Management
Iowa
$70.5K +$310 +1 +0.5%
TCM
5071
Tanaka Capital Management
New York
$67K – – –
PJC
5072
Phillip James Consulting
Minnesota
$64K +$65K +210 New
PMIM
5073
Prudent Man Investment Management
Colorado
$62.5K +$4.95K +16 +9%
BMC
5074
Bear Mountain Capital
Washington
$62.5K -$1.86K -6 -3%
NWS
5075
Nvest Wealth Strategies
Ohio
$62.2K +$59.8K +193 New
201 202
203
204 205