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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MBTD
1326
Mechanics Bank - Trust Department
California
$12.2M -$54.2K -175 -0.5%
CCAM
1327
Codex Capital Asset Management
Texas
$12.2M +$1.08M +3,500 +10%
ACM
1328
Alpha Capital Management
Texas
$12.2M -$219K -706 -2%
HCM
1329
Harvey Capital Management
Florida
$12.2M +$1.55M +5,020 +15%
DIP
1330
DT Investment Partners
Pennsylvania
$12.1M +$80.5K +260 +0.7%
BCPWM
1331
Bradley & Co Private Wealth Management
Florida
$12.1M -$423K -1,367 -4%
RWB
1332
RMR Wealth Builders
New Jersey
$12.1M +$373K +1,204 +3%
MAM
1333
Mirabaud Asset Management
United Kingdom
$12.1M -$162K -522 -1%
AWM
1334
Accurate Wealth Management
Florida
$12.1M -$166K -535 -1%
CWM
1335
Chemistry Wealth Management
New York
$12M -$146K -470 -1%
TL
1336
Tradewinds LLC
North Carolina
$12M -$1.15M -3,699 -9%
AT
1337
American Trust
Kentucky
$12M -$9.29K -30 -0.1%
BWAM
1338
Boyd Watterson Asset Management
Ohio
$12M +$14.6K +47 +0.1%
AG
1339
AlTi Global
New York
$12M -$63.8K -206 -0.6%
FAM
1340
Fulcrum Asset Management
United Kingdom
$11.9M -$338K -1,091 -3%
TNBTD
1341
Trustmark National Bank Trust Department
Mississippi
$11.9M +$165K +533 +1%
CIC
1342
Concord Investment Counsel
California
$11.9M -$302K -974 -3%
KHCM
1343
Kettle Hill Capital Management
New York
$11.9M +$11.4M +36,936 New
SAI
1344
Systematic Alpha Investments
New Jersey
$11.9M – – –
SIG
1345
Sargent Investment Group
Maryland
$11.9M +$310K +1,001 +3%
UF
1346
Univest Financial
Pennsylvania
$11.8M -$202K -653 -2%
PTC
1347
Private Trust Company
Ohio
$11.8M -$282K -912 -2%
CI
1348
Cavalier Investments
Georgia
$11.8M +$341K +1,102 +3%
BWM
1349
BigSur Wealth Management
Florida
$11.8M – – –
JFGIW
1350
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.8M -$5.38M -17,379 -32%
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