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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
1026
Meritage Portfolio Management
Kansas
$8.63M -$129K -861 -1%
SCP
1027
Shorepoint Capital Partners
Massachusetts
$8.61M +$947K +6,315 +12%
PA
1028
Perennial Advisors
New York
$8.6M +$29.7K +198 +0.3%
NG
1029
NatWest Group
United Kingdom
$8.6M +$418K +2,788 +5%
PT
1030
Plimoth Trust
Massachusetts
$8.6M -$110K -732 -1%
RFM
1031
Royal Fund Management
Florida
$8.6M -$193K -1,285 -2%
FM
1032
Freemont Management
Switzerland
$8.57M -$1.5M -10,000 -14%
IWM
1033
IHT Wealth Management
Illinois
$8.56M +$462K +3,079 +6%
RCM
1034
Radnor Capital Management
Pennsylvania
$8.54M -$66K -440 -0.7%
SIA
1035
Soltis Investment Advisors
Utah
$8.53M -$134K -893 -1%
BFS
1036
Bard Financial Services
Connecticut
$8.51M +$37.5K +250 +0.4%
CJL
1037
Cyrus J. Lawrence
New York
$8.47M +$46.5K +310 +0.5%
MCM
1038
Mengis Capital Management
Oregon
$8.4M +$20.8K +139 +0.2%
MRCM
1039
M&R Capital Management
New Jersey
$8.36M +$165K +1,099 +2%
RWA
1040
River Wealth Advisors
Pennsylvania
$8.33M +$175K +1,168 +2%
CIA
1041
Covington Investment Advisors
Pennsylvania
$8.31M -$25.5K -170 -0.3%
SIC
1042
Sigma Investment Counselors
Michigan
$8.31M -$58.5K -390 -0.7%
P
1043
Paradiem
Louisiana
$8.3M – – –
SA
1044
SRH Advisors
Kansas
$8.3M -$30K -200 -0.3%
AA
1045
Apriem Advisors
California
$8.26M -$13.3K -89 -0.2%
BAM
1046
Boyar Asset Management
New York
$8.26M -$150K -998 -2%
III
1047
Independent Investors Inc
New York
$8.26M – – –
FC
1048
Fulcrum Capital
Washington
$8.25M -$121K -806 -1%
FWTB
1049
First Western Trust Bank
Colorado
$8.22M -$240K -1,603 -3%
MMA
1050
Miracle Mile Advisors
California
$8.21M -$284K -1,892 -3%
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