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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1501
SkyOak Wealth
Michigan
$3.5M -$31.6K -283 -1%
AAM
1502
Aureus Asset Management
Massachusetts
$3.5M +$94.8K +848 +3%
PGWM
1503
Parisi Gray Wealth Management
New Jersey
$3.49M -$3.46K -31 -0.1%
BHB
1504
Bank Hapoalim BM
Israel
$3.48M -$270K -2,417 -8%
LWM
1505
Laidlaw Wealth Management
New York
$3.48M +$1.39M +12,428 +83%
PP
1506
PDS Planning
Ohio
$3.47M +$226K +2,026 +8%
CCM
1507
CAAS Capital Management
New York
$3.47M -$478K -4,275 -14%
CIP
1508
Convergence Investment Partners
Florida
$3.47M -$1.08M -9,671 -26%
CGL
1509
Clarius Group LLC
Washington
$3.46M -$149K -1,332 -5%
CCT
1510
Country Club Trust
Missouri
$3.45M +$134K +1,195 +5%
DLG
1511
Daniel L. Goodwin
$3.45M – – –
NNP
1512
Nachman Norwood & Parrott
South Carolina
$3.45M +$65.8K +589 +2%
SHA
1513
Seneca House Advisors
Virginia
$3.44M -$113K -1,015 -4%
NIM
1514
Nicollet Investment Management
Minnesota
$3.44M -$4.92K -44 -0.2%
MFA
1515
Mayflower Financial Advisors
Massachusetts
$3.43M +$3.02M +27,021 New
NAM
1516
NTV Asset Management
West Virginia
$3.43M -$44K -394 -1%
CNFG
1517
Creegan & Nassoura Financial Group
New Hampshire
$3.42M -$13.6K -122 -0.5%
RA
1518
RFG Advisory
Alabama
$3.42M -$168K -1,506 -6%
IIA
1519
IPG Investment Advisors
California
$3.41M +$649K +5,807 +28%
P
1520
Pitcairn
Pennsylvania
$3.41M -$8.49K -76 -0.3%
CAM
1521
Centre Asset Management
New York
$3.4M +$3M +26,800 New
BJL
1522
Brighton Jones LLC
Washington
$3.4M -$7.04K -63 -0.2%
OPA
1523
Old Port Advisors
Maine
$3.39M +$24.8K +222 +0.8%
IAS
1524
IMA Advisory Services
Colorado
$3.39M +$1.01M +9,026 +51%
SWA
1525
SOA Wealth Advisors
New York
$3.38M +$2.71M +24,239 New
59 60
61
62 63