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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1026
Stolper & Co
Oklahoma
$12M -$15.2K -84 -0.1%
BSC
1027
Brown Shipley & Co
United Kingdom
$12M +$1.03M +5,716 +10%
AIM
1028
Access Investment Management
Georgia
$12M – – –
NM
1029
NWI Management
New York
$12M – – –
HIP
1030
Harrell Investment Partners
Texas
$12M -$257K -1,427 -2%
NLP
1031
Next Level Private
New York
$12M +$850K +4,709 +9%
EFS
1032
Essex Financial Services
Connecticut
$12M +$71.3K +395 +0.7%
BW
1033
Bison Wealth
Georgia
$12M -$87.7K -486 -0.8%
MCM
1034
Mengis Capital Management
Oregon
$12M +$324K +1,795 +3%
WBC
1035
Westpac Banking Corp
Australia
$11.9M +$1.5M +8,307 +16%
RC
1036
Roundview Capital
New Jersey
$11.9M +$820K +4,546 +8%
SCP
1037
Shorepoint Capital Partners
Massachusetts
$11.9M -$145K -804 -1%
GAM
1038
Gotham Asset Management
New York
$11.9M +$254K +1,406 +2%
CWG
1039
Cornerstone Wealth Group
North Carolina
$11.9M +$2.53M +14,003 +31%
AC
1040
Addenda Capital
Quebec, Canada
$11.9M -$627K -3,472 -6%
RDWM
1041
Red Door Wealth Management
Tennessee
$11.9M +$146K +810 +1%
SAM
1042
Sompo Asset Management
Japan
$11.9M +$499K +2,768 +5%
BOH
1043
Bank of Hawaii
Hawaii
$11.8M +$722 +4 +0%
MCM
1044
Mitchell Capital Management
Kansas
$11.8M +$493K +2,734 +5%
PA
1045
Perennial Advisors
New York
$11.7M -$247K -1,371 -2%
PGAM
1046
Princeton Global Asset Management
New Jersey
$11.7M -$384K -2,128 -4%
DT
1047
Diversified Trust
Tennessee
$11.7M -$3.9M -21,613 -27%
HCA
1048
Harbor Capital Advisors
Illinois
$11.7M +$10.5M +58,173 New
CC
1049
Constitution Capital
Connecticut
$11.6M -$22.6K -125 -0.2%
BAM
1050
Boyar Asset Management
New York
$11.6M +$789K +4,372 +8%
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