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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
1201
Bearing Point Capital
Minnesota
$11.2M +$1.05M +4,106 +10%
PMWMG
1202
Parr McKnight Wealth Management Group
Minnesota
$11.1M -$311K -1,219 -3%
IFG
1203
Independent Financial Group
California
$11.1M -$212K -830 -2%
PAMG
1204
Patton Albertson Miller Group
Tennessee
$11.1M -$1.64M -6,418 -12%
XF
1205
XML Financial
Maryland
$11.1M -$110K -432 -0.9%
BMWM
1206
Brown Miller Wealth Management
Virginia
$11.1M +$77.5K +304 +0.7%
NEAM
1207
New England Asset Management
Connecticut
$11M -$695K -2,725 -6%
DSC
1208
Duncker Streett & Co
Missouri
$11M +$119K +466 +1%
IIM
1209
Ipswich Investment Management
Massachusetts
$11M -$72.9K -286 -0.6%
TAM
1210
Townsend Asset Management
North Carolina
$10.9M +$268K +1,050 +2%
AA
1211
Altrafin AG
$10.9M -$7.29M -28,595 -39%
FWTB
1212
First Western Trust Bank
Colorado
$10.9M -$370K -1,451 -3%
WKWM
1213
Walter & Keenan Wealth Management
Indiana
$10.9M +$25K +98 +0.2%
GC
1214
Giverny Capital
Quebec, Canada
$10.9M +$158K +621 +1%
P
1215
Pitcairn
Pennsylvania
$10.9M +$594K +2,330 +6%
WIA
1216
Wetzel Investment Advisors
Indiana
$10.9M -$92.5K -363 -0.8%
ERWM
1217
Elk River Wealth Management
Colorado
$10.9M -$46.7K -183 -0.4%
1M
1218
1248 Management
Missouri
$10.8M +$75.2K +295 +0.7%
BSB
1219
Bangor Savings Bank
Maine
$10.8M -$375K -1,469 -3%
SAG
1220
SageView Advisory Group
California
$10.8M -$248K -971 -2%
JIP
1221
Jaffetilchin Investment Partners
Florida
$10.8M +$289K +1,132 +3%
CCM
1222
Canal Capital Management
Virginia
$10.8M -$185K -725 -2%
HCA
1223
Harbour Capital Advisors
Virginia
$10.8M -$90K -353 -0.7%
PA
1224
Profund Advisors
Maryland
$10.8M -$923K -3,622 -8%
CCM
1225
Coerente Capital Management
Ontario, Canada
$10.8M -$20.4K -80 -0.2%
47 48
49
50 51