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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1276
Concord Investment Counsel
California
$8.38M +$7.55M +41,836 New
WIA
1277
Wetzel Investment Advisors
Indiana
$8.38M -$142K -788 -2%
BJL
1278
Brighton Jones LLC
Washington
$8.37M +$202K +1,122 +3%
AI
1279
Arvest Investments
Arkansas
$8.34M -$747K -4,142 -9%
PCA
1280
Providence Capital Advisors
North Carolina
$8.32M +$125K +690 +2%
BHPW
1281
Beverly Hills Private Wealth
California
$8.32M +$140K +775 +2%
MLIC
1282
Mandatum Life Insurance Company
Finland
$8.31M – – –
OC
1283
Optimas Capital
Hong Kong
$8.31M +$5.42M +30,047 +262%
FNT
1284
First Nebraska Trust
Nebraska
$8.3M -$21.7K -120 -0.3%
DIP
1285
DT Investment Partners
Pennsylvania
$8.3M -$22.6K -125 -0.3%
CCS
1286
Concentric Capital Strategies
Connecticut
$8.29M -$2.68M -14,846 -26%
AG
1287
AlTi Global
New York
$8.29M -$537K -2,977 -7%
GWMIA
1288
Global Wealth Management Investment Advisory
Florida
$8.29M -$349K -1,933 -4%
CA
1289
Claro Advisors
Massachusetts
$8.28M +$104K +574 +1%
UAM
1290
Unison Asset Management
Florida
$8.25M -$60.4K -335 -0.8%
HH
1291
Hilltop Holdings
Texas
$8.24M -$668K -3,702 -8%
CWS
1292
Confluence Wealth Services
Pennsylvania
$8.24M +$199K +1,103 +3%
PWMAG
1293
Pinnacle Wealth Management Advisory Group
New Jersey
$8.22M +$81.9K +454 +1%
SAM
1294
Selway Asset Management
$8.22M -$14.4K -80 -0.2%
RC
1295
RBF Capital
California
$8.21M – – –
FC
1296
Fusion Capital
South Carolina
$8.2M -$144K -799 -2%
CWM
1297
Chronos Wealth Management
Florida
$8.15M -$26K -144 -0.4%
JIP
1298
Jaffetilchin Investment Partners
Florida
$8.1M +$288K +1,597 +4%
AOWM
1299
Alpha Omega Wealth Management
Virginia
$8.09M -$326K -1,806 -4%
PPW
1300
Parcion Private Wealth
Washington
$8.08M -$199K -1,104 -3%
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