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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MYA
1201
Meiji Yasuda America
New York
$14.8M +$14.2M +45,937 New
CIC
1202
Cutler Investment Counsel
Oregon
$14.8M -$605K -1,954 -4%
PTB
1203
Pioneer Trust Bank
Oregon
$14.8M -$18.6K -60 -0.1%
TCA
1204
Transcend Capital Advisors
New Jersey
$14.7M -$1.56M -5,035 -10%
CFO
1205
Cambient Family Office
Michigan
$14.7M +$14.1M +45,533 New
RIA
1206
RPG Investment Advisory
California
$14.6M +$5.88K +19 +0%
CCM
1207
Canal Capital Management
Virginia
$14.6M -$50.8K -164 -0.4%
BMWM
1208
Brown Miller Wealth Management
Virginia
$14.6M -$42.4K -137 -0.3%
GIM
1209
Generate Investment Management
New Zealand
$14.6M -$9.68M -31,268 -41%
FC
1210
Fulcrum Capital
Washington
$14.6M -$57.6K -186 -0.4%
IIM
1211
Ipswich Investment Management
Massachusetts
$14.5M -$125K -403 -0.9%
GS
1212
GTS Securities
Florida
$14.5M +$9.3M +30,034 +200%
LIP
1213
Lighthouse Investment Partners
Florida
$14.5M -$879K -2,838 -6%
BFO
1214
Boston Family Office
Massachusetts
$14.5M -$311K -1,004 -2%
SC
1215
Schulhoff & Co
Ohio
$14.5M -$37.2K -120 -0.3%
AA
1216
Apriem Advisors
California
$14.4M -$175K -565 -1%
CHC
1217
City Holding Co
West Virginia
$14.4M +$266K +859 +2%
CM
1218
Castleark Management
Illinois
$14.4M -$2.7M -8,730 -16%
RFA
1219
Rollins Financial Advisors
New York
$14.4M +$344K +1,111 +3%
KCPG
1220
Kavar Capital Partners Group
Kansas
$14.4M +$39.3K +127 +0.3%
PMWMG
1221
Parr McKnight Wealth Management Group
Minnesota
$14.3M -$14.2K -46 -0.1%
AIM
1222
Access Investment Management
Georgia
$14.3M – – –
MAM
1223
Mystic Asset Management
Rhode Island
$14.3M -$419K -1,353 -3%
JCM
1224
Jacobi Capital Management
Pennsylvania
$14.2M +$163K +527 +1%
CFSG
1225
Community Financial Services Group
Vermont
$14.2M -$627K -2,026 -4%
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