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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
601
Anchor Capital Advisors
Massachusetts
$44.4M +$598K +1,969 +1%
PWP
602
Private Wealth Partners
California
$44.4M -$933K -3,073 -2%
B
603
Bailard
California
$44.2M -$1.36M -4,470 -3%
DCM
604
Delaney Capital Management
$43.8M +$24.9K +82 +0.1%
NAM
605
NorthCrest Asset Manangement
Minnesota
$43.8M -$20.6M -67,738 -31%
GRQ
606
Gardner Russo & Quinn
Pennsylvania
$43.8M -$115M -380,019 -72%
WAM
607
Wilsey Asset Management
California
$43.7M +$3.35M +11,039 +8%
BG
608
Bollard Group
Massachusetts
$43.1M +$5.82M +19,190 +15%
CA
609
CSM Advisors
Pennsylvania
$43.1M -$6.36M -20,947 -13%
BIP
610
Brandes Investment Partners
California
$42.8M -$4.64M -15,304 -10%
WAS
611
Wesleyan Assurance Society
United Kingdom
$42.8M – – –
CAM
612
Carret Asset Management
New York
$42.5M -$137K -450 -0.3%
VT
613
Vise Technologies
New York
$42.5M – – –
PCIA
614
Prime Capital Investment Advisors
Kansas
$42.5M -$480K -1,582 -1%
MIA
615
MMBG Investment Advisors
Florida
$42.4M +$514K +1,694 +1%
FFA
616
Farther Finance Advisors
California
$42.2M -$627K -2,065 -1%
FSA
617
Franklin Street Advisors
North Carolina
$42.2M -$952K -3,138 -2%
SMFG
618
Sumitomo Mitsui Financial Group
Japan
$42.1M +$3.37M +11,098 +8%
RIL
619
Rothschild Investment LLC
Illinois
$42M -$66.5K -219 -0.2%
MAM
620
Madison Asset Management
Wisconsin
$41.8M +$1.3M +4,274 +3%
TS
621
Triglav Skladi
Slovenia
$41.7M -$17.5M -57,819 -29%
OCM
622
Osterweis Capital Management
California
$41.6M +$746K +2,458 +2%
CVA
623
Ceredex Value Advisors
Florida
$41.6M +$2.5M +8,253 +6%
BWFA
624
Baltimore-Washington Financial Advisors
Maryland
$41.6M +$992K +3,268 +2%
FTWA
625
Fifth Third Wealth Advisors
Ohio
$41.5M +$3.05M +10,034 +8%
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