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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1501
Chicago Trust
Illinois
$6.13M +$104K +579 +2%
HPIA
1502
Hamilton Point Investment Advisors
North Carolina
$6.12M -$130K -719 -2%
9WM
1503
9258 Wealth Management
Ohio
$6.12M +$72.7K +403 +1%
CI
1504
Cigna Investments
Connecticut
$6.12M -$56.8K -315 -1%
SCP
1505
Sandhill Capital Partners
New York
$6.11M -$84.4K -468 -2%
WE
1506
Wealth Effects
Massachusetts
$6.1M -$338K -1,873 -6%
SGCA
1507
Steel Grove Capital Advisors
Tennessee
$6.1M -$244K -1,351 -4%
CAM
1508
Covenant Asset Management
New Jersey
$6.1M +$216K +1,195 +4%
RWM
1509
Rockline Wealth Management
New York
$6.09M +$98.2K +544 +2%
LA
1510
LVW Advisors
New York
$6.09M -$254K -1,405 -4%
RWB
1511
RMR Wealth Builders
New Jersey
$6.09M +$275K +1,526 +5%
1IA
1512
1834 Investment Advisors
Wisconsin
$6.08M -$2.87M -15,892 -34%
P
1513
&Partners
Tennessee
$6.07M +$1.98M +10,954 +57%
ZCI
1514
Zevenbergen Capital Investments
Washington
$6.07M -$12.6K -70 -0.2%
HCM
1515
Hengehold Capital Management
Ohio
$6.06M -$65.3K -362 -1%
MCA
1516
MSH Capital Advisors
Arizona
$6.05M -$63K -349 -1%
UHC
1517
Union Heritage Capital
Michigan
$6.05M +$831K +4,605 +18%
FAM
1518
Formidable Asset Management
Ohio
$6.05M +$3.51M +19,446 +181%
BWM
1519
BigSur Wealth Management
Florida
$6.04M +$5.44M +30,134 New
VWM
1520
Valley Wealth Managers
New Jersey
$6.03M -$666K -3,690 -11%
LOAMU
1521
Lombard Odier Asset Management (USA)
New York
$6.03M +$559K +3,100 +11%
SCP
1522
Stamos Capital Partners
California
$6.02M -$2.83M -15,670 -34%
AH
1523
Allen Holding
New York
$6.01M – – –
BL
1524
Bleichroeder LP
New York
$6.01M – – –
BCM
1525
Buckhead Capital Management
Georgia
$5.99M +$12.3K +68 +0.2%
59 60
61
62 63