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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1301
Capital Analysts LLC
Pennsylvania
$5.89M -$212K -1,290 -3%
GAM
1302
Gotham Asset Management
New York
$5.88M -$856K -5,211 -12%
AF
1303
Advisornet Financial
Minnesota
$5.87M -$189K -1,149 -3%
SFP
1304
Shepherd Financial Partners
Massachusetts
$5.84M +$158K +960 +3%
NG
1305
NatWest Group
United Kingdom
$5.84M +$1.47M +8,958 +32%
MIAN
1306
Mariner Independent Advisor Network
Kansas
$5.84M -$442K -2,690 -7%
SIMM
1307
Stillwater Investment Management (Minnesota)
Minnesota
$5.82M +$10K +61 +0.2%
AAF
1308
Andra AP-fonden
Sweden
$5.81M -$608K -3,700 -9%
CSA
1309
Cottage Street Advisors
Massachusetts
$5.79M +$29.4K +179 +0.5%
EM
1310
Excalibur Management
Massachusetts
$5.79M +$51.7K +315 +0.9%
IFAM
1311
Institutional & Family Asset Management
Colorado
$5.79M +$22K +134 +0.4%
TL
1312
Tradewinds LLC
North Carolina
$5.78M +$5.58M +33,986 New
MLIC
1313
Mandatum Life Insurance Company
Finland
$5.78M – – –
MAM
1314
Martingale Asset Management
Massachusetts
$5.78M +$5.99M +36,490 New
NB
1315
Northwest Bancshares
Pennsylvania
$5.78M -$184K -1,122 -3%
BCPWM
1316
Bradley & Co Private Wealth Management
Florida
$5.77M +$196K +1,192 +3%
BCM
1317
Buckhead Capital Management
Georgia
$5.76M -$564K -3,433 -9%
ANI
1318
American National Insurance
Texas
$5.75M -$42.3M -257,866 -88%
YWP
1319
YorkBridge Wealth Partners
New York
$5.73M -$85.7K -522 -1%
JCM
1320
Jacobi Capital Management
Pennsylvania
$5.73M +$231K +1,404 +4%
SFA
1321
Souders Financial Advisors
Ohio
$5.73M +$365K +2,223 +7%
VMPIC
1322
Varma Mutual Pension Insurance Co
Finland
$5.72M – – –
CIC
1323
Cornercap Investment Counsel
Georgia
$5.71M +$1.02M +6,239 +21%
BPM
1324
Bowling Portfolio Management
Ohio
$5.71M -$119K -727 -2%
APP
1325
Avantax Planning Partners
Iowa
$5.69M +$209K +1,271 +4%
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