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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
551
Independent Advisor Alliance
North Carolina
$50.3M -$3M -11,762 -6%
PR
552
Payden & Rygel
California
$50.3M – – –
CL
553
Choreo LLC
Illinois
$50.2M +$961K +3,764 +2%
EGA
554
Eagle Global Advisors
Texas
$50.2M -$530K -2,075 -1%
LCS
555
Levin Capital Strategies
New York
$50.2M -$628K -2,459 -1%
ECM
556
Estabrook Capital Management
New York
$50.2M -$959K -3,759 -2%
CB
557
Cooke & Bieler
Pennsylvania
$50M -$1.2M -4,717 -3%
CA
558
Cornerstone Advisors
North Carolina
$49.9M +$383K +1,500 +0.9%
RC
559
Randolph Company
Ohio
$49.6M +$185K +725 +0.4%
CTA
560
Chesley Taft & Associates
Illinois
$49.3M -$308K -1,208 -0.7%
WA
561
WestEnd Advisors
North Carolina
$49.1M -$5.91M -23,146 -12%
SSWM
562
Smith Salley Wealth Management
North Carolina
$49.1M +$998K +3,911 +2%
CTC
563
Central Trust Company
Missouri
$49M +$116K +453 +0.3%
CI
564
Capital International
California
$48.7M -$4.23M -16,577 -9%
HIMCH
565
Hartford Investment Management Co (HIMCO)
Connecticut
$48.6M -$737K -2,889 -2%
SC
566
SouthState Corp
Florida
$48.6M +$1.42M +5,555 +3%
LI
567
LMCG Investments
Massachusetts
$48.6M -$1.69M -6,625 -4%
DDPIC
568
Deroy & Devereaux Private Investment Counsel
Michigan
$48.5M -$986K -3,862 -2%
DCM
569
Discovery Capital Management
Connecticut
$48.4M +$42.6M +166,900 New
SF
570
Summit Financial
New Jersey
$48.3M +$11M +43,134 +35%
CTI
571
Community Trust & Investment
Kentucky
$48.2M -$650K -2,546 -2%
VIM
572
Vinva Investment Management
Australia
$48.2M +$10.7M +41,748 +33%
NB
573
Norinchukin Bank
Japan
$47.9M +$2.26M +8,872 +6%
DMC
574
Drexel Morgan & Co
Pennsylvania
$47.4M +$12.8M +50,000 +44%
B
575
Bailard
California
$47.3M +$3.2M +12,536 +8%
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