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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
1501
Hamilton Point Investment Advisors
North Carolina
$6.11M -$68K -348 -1%
WP
1502
WealthShield Partners
North Carolina
$6.11M +$163K +833 +3%
UHC
1503
Union Heritage Capital
Michigan
$6.11M – – –
FBFS
1504
First Business Financial Services
Wisconsin
$6.11M +$214K +1,093 +4%
LG
1505
Leuthold Group
Minnesota
$6.1M +$5.9M +30,159 New
LOAME
1506
Lombard Odier Asset Management (Europe)
United Kingdom
$6.09M +$396K +2,025 +7%
SC
1507
Syon Capital
California
$6.07M +$104K +530 +2%
AA
1508
Argent Advisors
Louisiana
$6.07M -$155K -792 -3%
AH
1509
Allen Holding
New York
$6.07M – – –
PC
1510
Permanens Capital
New York
$6.06M +$627K +3,205 +12%
ZCI
1511
Zevenbergen Capital Investments
Washington
$6.06M -$73.3K -375 -1%
CI
1512
Cigna Investments
Connecticut
$6.05M -$119K -610 -2%
HCM
1513
Hengehold Capital Management
Ohio
$6.05M -$73.9K -378 -1%
CF
1514
Concorde Financial
Texas
$6.03M -$1.41M -7,202 -19%
BCM
1515
Buckhead Capital Management
Georgia
$6.03M -$20.1K -103 -0.3%
SCP
1516
Sandhill Capital Partners
New York
$6.03M -$138K -704 -2%
LSAG
1517
Lake Street Advisors Group
New Hampshire
$6.02M -$23.5K -120 -0.4%
TPWA
1518
TRUE Private Wealth Advisors
Oregon
$6.02M -$199K -1,018 -3%
SACTSONJ
1519
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$6.01M – – –
PP
1520
Paloma Partners
Connecticut
$6M +$5.64M +28,862 +3,490%
MWA
1521
Midland Wealth Advisors
Illinois
$6M +$215K +1,102 +4%
RCAG
1522
Rehmann Capital Advisory Group
Michigan
$5.99M +$452K +2,310 +8%
AMI
1523
Amica Mutual Insurance
Rhode Island
$5.98M -$694K -3,549 -11%
CAM
1524
Covenant Asset Management
New Jersey
$5.98M -$167K -853 -3%
HWA
1525
HCR Wealth Advisors
California
$5.96M -$4.89K -25 -0.1%
59 60
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62 63