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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JG
1101
Jain Global
New York
$15.3M +$13.4M +52,603 New
SW
1102
Simplicity Wealth
New Jersey
$15.2M +$5.8M +22,740 +76%
BPC
1103
Banque Pictet & Cie
Switzerland
$15.2M -$3.23M -12,653 -19%
APP
1104
Avantax Planning Partners
Iowa
$15.2M +$237K +927 +2%
QC
1105
Quadrature Capital
United Kingdom
$15.2M +$13.4M +52,522 New
HRC
1106
Hoertkorn Richard Charles
$15.2M -$226K -885 -2%
LTI
1107
Laffer Tengler Investments
Tennessee
$15.2M -$982K -3,848 -7%
BWS
1108
Buck Wealth Strategies
Colorado
$15.1M +$2.98M +11,674 +29%
TCA
1109
Transcend Capital Advisors
New Jersey
$15.1M -$4.18M -16,385 -24%
BEAM
1110
Baker Ellis Asset Management
Washington
$15.1M -$7.4K -29 -0.1%
LOPW
1111
Live Oak Private Wealth
North Carolina
$15.1M +$65.8K +258 +0.5%
M2MC
1112
Matthew 25 Management Corp
Pennsylvania
$15.1M -$766K -3,000 -5%
OL
1113
one8zero8 LLC
North Carolina
$15.1M -$921K -3,608 -6%
PP
1114
PDS Planning
Ohio
$15.1M +$1.09M +4,265 +9%
CT
1115
Colonial Trust
South Carolina
$15M -$88.3K -346 -0.7%
SWA
1116
Stratos Wealth Advisors
Ohio
$15M -$8.92M -34,957 -40%
WPP
1117
Whalerock Point Partners
Rhode Island
$15M +$41.6K +163 +0.3%
CAC
1118
Core Alternative Capital
Georgia
$15M -$839K -3,286 -6%
BJL
1119
Brighton Jones LLC
Washington
$15M +$166K +650 +1%
KCG
1120
Kinsale Capital Group
Virginia
$14.9M +$1.2M +4,716 +10%
FFAM
1121
Forge First Asset Management
Canada
$14.9M +$13.1M +51,350 New
BA
1122
Bridgewater Associates
Connecticut
$14.9M -$7.96M -31,180 -38%
MC
1123
Miramar Capital
Illinois
$14.9M +$206K +807 +2%
TW
1124
Trajan Wealth
Arizona
$14.8M -$341K -1,335 -3%
PWS
1125
Peterson Wealth Services
Utah
$14.8M +$87.8K +344 +0.7%
43 44
45
46 47