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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1226
Abbot Financial Management
Massachusetts
$4.69M +$52.9K +427 +1%
LPIC
1227
LeJeune Puetz Investment Counsel
Michigan
$4.69M +$248K +2,001 +5%
WAM
1228
Wilson Asset Management
Australia
$4.68M -$2.38M -19,240 -32%
LWAC
1229
Laurel Wealth Advisors (California)
California
$4.68M -$78.6K -634 -2%
VST
1230
Van Strum & Towne
California
$4.67M -$21.7K -175 -0.4%
AT
1231
Arden Trust
Delaware
$4.67M -$313K -2,523 -6%
BPM
1232
Bowling Portfolio Management
Ohio
$4.66M +$739K +5,961 +17%
FF
1233
Fluent Financial
Texas
$4.66M +$149K +1,200 +3%
PSP
1234
Principal Street Partners
Tennessee
$4.66M +$997K +8,045 +24%
VIG
1235
Vienna Insurance Group
Poland
$4.65M – – –
JFGIW
1236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.65M +$39.6K +320 +0.8%
AIP
1237
Ameritas Investment Partners
Nebraska
$4.63M -$181K -1,464 -3%
BA
1238
Bristlecone Advisors
Washington
$4.62M +$317K +2,556 +7%
LCC
1239
Lincoln Capital Corp
Rhode Island
$4.6M +$30.1K +243 +0.6%
RWM
1240
Ritholtz Wealth Management
New York
$4.6M +$1.08M +8,712 +27%
ADL
1241
Asset Dedication LLC
California
$4.6M +$155K +1,250 +3%
1WM
1242
1900 Wealth Management
Texas
$4.58M -$16.9K -136 -0.3%
CCFP
1243
Charles Carroll Financial Partners
Massachusetts
$4.58M +$37.2K +300 +0.7%
NAS
1244
Nicolet Advisory Services
Wisconsin
$4.57M +$6.81K +55 +0.1%
JCM
1245
Jacobi Capital Management
Pennsylvania
$4.57M +$220K +1,776 +5%
BC
1246
Burleson & Co
California
$4.57M +$367K +2,961 +8%
PWS
1247
Peloton Wealth Strategists
Indiana
$4.55M +$74.3K +600 +2%
WPIC
1248
White Pine Investment Company
Michigan
$4.55M +$13K +105 +0.3%
WPW
1249
Waldron Private Wealth
Pennsylvania
$4.55M +$163K +1,314 +3%
MMG
1250
Monetary Management Group
Missouri
$4.55M +$755K +6,090 +18%
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