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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1501
Dynamic Advisor Solutions
Arizona
$1.24M +$91.9K +1,205 +9%
IR
1502
IAT Reinsurance
New York
$1.22M – – –
SCM
1503
Southport Capital Management
Tennessee
$1.22M -$6.48K -85 -0.6%
WPC
1504
White Pine Capital
Minnesota
$1.21M – – –
BEC
1505
Blue Edge Capital
Virginia
$1.21M – – –
HIC
1506
Hartline Investment Corp
Illinois
$1.21M +$757K +9,927 +242%
MFIMFI
1507
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.2M – – –
CT
1508
Coastline Trust
Rhode Island
$1.2M -$66.3K -870 -6%
GHAM
1509
Gilman Hill Asset Management
Connecticut
$1.2M -$4.8K -63 -0.5%
SIM
1510
SSI Investment Management
California
$1.2M -$1.83K -24 -0.2%
GLI
1511
Guardian Life Insurance
New York
$1.18M +$2.75K +36 +0.3%
PFSC
1512
Peoples Financial Services Corp
Pennsylvania
$1.18M +$26K +341 +2%
PFM
1513
Phillips Financial Management
Indiana
$1.18M -$43.9K -576 -4%
MLIC
1514
Mandatum Life Insurance Company
Finland
$1.17M +$18.4K +241 +2%
WP
1515
WMS Partners
Maryland
$1.17M +$4.19K +55 +0.4%
MCM
1516
Manchester Capital Management
Vermont
$1.17M -$3.96K -52 -0.4%
SAM
1517
Shamrock Asset Management
Texas
$1.17M +$143K +1,870 +16%
AI
1518
Accredited Investors
Minnesota
$1.17M +$58.7K +770 +6%
GIM
1519
Greylin Investment Management
Virginia
$1.17M +$3.81K +50 +0.4%
ZCI
1520
Zevenbergen Capital Investments
Washington
$1.16M – – –
MCM
1521
Maple Capital Management
Vermont
$1.16M -$14.5K -190 -1%
TWI
1522
Thomas White International
Illinois
$1.16M +$10.9K +143 +1%
PP
1523
PagnatoKarp Partners
Virginia
$1.16M +$1.02M +13,397 New
AEPG
1524
American Economic Planning Group
New Jersey
$1.15M -$106K -1,385 -9%
RIG
1525
Roosevelt Investment Group
New York
$1.14M +$152K +1,990 +18%
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