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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
1401
Dividend Assets Capital
South Carolina
$3.53M +$1.05M +9,132 +37%
SF
1402
Summit Financial
New Jersey
$3.53M +$350K +3,050 +10%
SCM
1403
SOL Capital Management
Maryland
$3.52M +$59.7K +520 +2%
SS
1404
Simplicity Solutions
Minnesota
$3.52M +$477K +4,158 +14%
AIM
1405
AHL Investment Management
Florida
$3.52M +$129K +1,120 +3%
WLPWM
1406
Walled Lake Planning & Wealth Management
Illinois
$3.52M +$141K +1,227 +4%
PPW
1407
Parcion Private Wealth
Washington
$3.51M +$302K +2,635 +9%
MMPW
1408
Mitchell McLeod Pugh & Williams
Alabama
$3.5M +$106K +923 +3%
HL
1409
HeadInvest LLC
Maine
$3.5M -$72.4K -631 -2%
NAM
1410
NTV Asset Management
West Virginia
$3.5M +$1.84K +16 +0%
PB
1411
Pinnacle Bancorp
Nebraska
$3.48M +$5.62K +49 +0.1%
AAS
1412
Annex Advisory Services
Wisconsin
$3.48M -$80.9K -705 -2%
TAM
1413
Trust Asset Management
Texas
$3.48M +$252K +2,198 +7%
LC
1414
Lincoln Capital
Nebraska
$3.47M +$1.03K +9 +0%
MCM
1415
Monarch Capital Management
Indiana
$3.47M -$9.98K -87 -0.3%
SWM
1416
SeaCrest Wealth Management
New York
$3.46M -$1.26K -11 -0%
LWM
1417
Laidlaw Wealth Management
New York
$3.46M +$15.6K +136 +0.4%
CIP
1418
Capital Insight Partners
Arizona
$3.46M +$62.8K +547 +2%
KFBMI
1419
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.45M – – –
ACG
1420
Allen Capital Group
Nebraska
$3.43M +$260K +2,269 +7%
ICM
1421
Invenomic Capital Management
Massachusetts
$3.43M +$3.77M +32,847 New
TPA
1422
Trivium Point Advisory
Connecticut
$3.43M +$230 +2 +0%
PG
1423
Patten Group
Tennessee
$3.42M -$18.7K -163 -0.5%
RI
1424
Redwood Investments
Massachusetts
$3.42M -$166K -1,450 -4%
CSPAM
1425
Cary Street Partners Asset Management
Virginia
$3.41M +$128K +1,113 +4%
55 56
57
58 59