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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FNB
1001
Farmers National Bank
Kentucky
$15.6M -$397K -1,556 -2%
VA
1002
VestGen Advisors
Illinois
$15.6M +$16.2M +63,659 New
MGIA
1003
Moneta Group Investment Advisors
Missouri
$15.6M +$313K +1,228 +2%
MIC
1004
Means Investment Company
Maine
$15.5M -$4.57M -17,914 -22%
EI
1005
Ethic Inc
New York
$15.5M +$2.08M +8,166 +15%
CNB
1006
Camden National Bank
Maine
$15.4M -$695K -2,727 -4%
AFG
1007
Atomi Financial Group
New York
$15.4M +$223K +874 +1%
FA
1008
Fagan Associates
New York
$15.4M -$390K -1,529 -2%
RC
1009
Roundview Capital
New Jersey
$15.3M +$16.8K +66 +0.1%
SBF
1010
Sara-Bay Financial
Florida
$15.3M +$80.3K +315 +0.5%
ST
1011
Spinnaker Trust
Maine
$15.3M -$1.57M -6,165 -9%
SVWAG
1012
Sound View Wealth Advisors Group
Georgia
$15.3M -$75.5K -296 -0.5%
SB
1013
Simmons Bank
Arkansas
$15.3M -$265K -1,038 -2%
TIP
1014
Torray Investment Partners
Maryland
$15.2M -$4.33M -16,996 -21%
CF
1015
Covea Finance
France
$15.1M +$15.7M +61,700 New
NG
1016
NatWest Group
United Kingdom
$15.1M -$3.74M -14,681 -19%
EWM
1017
Empirical Wealth Management
Washington
$15.1M +$8.84M +34,686 +129%
BWP
1018
Burling Wealth Partners
Illinois
$15.1M +$226K +888 +1%
CCM
1019
Carmel Capital Management
California
$15.1M -$19.1K -75 -0.1%
WIC
1020
WealthBridge Investment Counsel
Alberta, Canada
$15M -$116K -455 -0.7%
SIC
1021
SFE Investment Counsel
California
$15M -$1.11M -4,356 -7%
BWM
1022
Buckley Wealth Management
Nevada
$15M -$552K -2,166 -3%
NSEDCP
1023
NJ State Employees Deferred Compensation Plan
New Jersey
$15M – – –
GWM
1024
Geneos Wealth Management
Colorado
$15M +$753K +2,954 +5%
MFS
1025
Mirabella Financial Services
United Kingdom
$14.9M +$8.64M +33,907 +126%
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