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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1301
Roberts Wealth Advisors
California
$5.45M -$89.3K -649 -2%
MP
1302
MSD Partners
New York
$5.45M – – –
CWM
1303
Chemistry Wealth Management
New York
$5.43M +$220K +1,600 +4%
FPFS
1304
First Personal Financial Services
North Carolina
$5.43M -$19.5K -142 -0.4%
BRM
1305
Boston Research & Management
Massachusetts
$5.42M +$42.8K +311 +0.8%
NCM
1306
Nelson Capital Management
California
$5.42M -$167K -1,214 -3%
KOCAA
1307
Knights of Columbus Asset Advisors
Connecticut
$5.42M +$31.9K +232 +0.6%
UH
1308
Unigestion Holding
Switzerland
$5.41M -$157K -1,138 -3%
PP
1309
PDS Planning
Ohio
$5.4M +$202K +1,467 +4%
MBTD
1310
Mechanics Bank - Trust Department
California
$5.39M -$16.4K -119 -0.3%
CWM
1311
Cordatus Wealth Management
Pennsylvania
$5.38M +$1.64M +11,930 +48%
BHC
1312
Bowen Hanes & Co
Florida
$5.37M +$111K +807 +2%
BFC
1313
Blue Fin Capital
Rhode Island
$5.36M +$1.67M +12,138 +49%
BA
1314
Baugh & Associates
Georgia
$5.35M +$76.5K +556 +2%
SAI
1315
Systematic Alpha Investments
New Jersey
$5.35M – – –
FCMT
1316
Founders Capital Management (Texas)
Texas
$5.32M -$159K -1,158 -3%
JIP
1317
Jaffetilchin Investment Partners
Florida
$5.3M +$219K +1,593 +5%
VWM
1318
Valley Wealth Managers
New Jersey
$5.28M -$430K -3,124 -8%
WANY
1319
Wealthspire Advisors (New York)
New York
$5.27M +$412K +2,996 +9%
VMPIC
1320
Varma Mutual Pension Insurance Co
Finland
$5.25M – – –
BA
1321
Bridgewater Advisors
New York
$5.25M +$14.7K +107 +0.3%
PAM
1322
Paradigm Asset Management
New York
$5.25M -$1.09M -7,900 -18%
RI
1323
Redwood Investments
Massachusetts
$5.24M -$148K -1,073 -3%
EAM
1324
EULAV Asset Management
Florida
$5.24M -$413K -3,000 -8%
RMSCM
1325
R.M. Sincerbeaux Capital Management
New York
$5.22M -$275K -2,000 -5%
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