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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JCP
1051
Jabre Capital Partners
Switzerland
$5.21M +$3.84M +35,000 +233%
NSLI
1052
Nan Shan Life Insurance
Taiwan
$5.21M +$5.48M +50,000 New
SNT
1053
Security National Trust
West Virginia
$5.18M -$179K -1,633 -3%
EIM
1054
Essex Investment Management
Massachusetts
$5.17M -$1.21M -10,997 -18%
SIA
1055
SeaBridge Investment Advisors
New Jersey
$5.17M -$706K -6,439 -11%
TW
1056
Transform Wealth
Colorado
$5.16M -$290K -2,642 -5%
HIS
1057
Horizon Investment Services
Indiana
$5.15M -$305K -2,784 -5%
WIM
1058
Wittenberg Investment Management
Massachusetts
$5.11M – – –
JWM
1059
JGP Wealth Management
Oregon
$5.11M +$5.38M +49,058 New
TB
1060
Terril Brothers
Missouri
$5.08M – – –
CHAM
1061
Clear Harbor Asset Management
Connecticut
$5.05M -$8.45K -77 -0.2%
WC
1062
Wexford Capital
Florida
$5.02M -$7.81M -71,151 -60%
IIM
1063
Ipswich Investment Management
Massachusetts
$5M +$2.17M +19,736 +70%
CCM
1064
Copeland Capital Management
Pennsylvania
$4.97M -$113K -1,029 -2%
AIM
1065
ARGA Investment Management
Connecticut
$4.97M -$1.06M -9,700 -17%
PL
1066
Parthenon LLC
Kentucky
$4.97M -$54.3K -495 -1%
BC
1067
Burney Company
Virginia
$4.96M +$591K +5,388 +13%
AIA
1068
Allied Investment Advisors
Montana
$4.96M -$96K -875 -2%
AWM
1069
Altium Wealth Management
New York
$4.95M +$3.33M +30,358 +177%
AI
1070
Atria Investments
North Carolina
$4.94M +$90.1K +821 +2%
WAM
1071
Wealthspire Advisors (Maryland)
Maryland
$4.93M +$21.4K +195 +0.4%
HWA
1072
HCR Wealth Advisors
California
$4.9M +$23.9K +218 +0.5%
P
1073
Pitcairn
Pennsylvania
$4.88M -$180K -1,641 -3%
NCMW
1074
Northern Capital Management (Wisconsin)
Wisconsin
$4.87M -$23.3K -212 -0.5%
PPSG
1075
Princeton Portfolio Strategies Group
New Jersey
$4.87M -$309K -2,819 -6%
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