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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1526
Seaview Investment Managers
Florida
$9.52M +$151K +486 +2%
IIC
1527
Ironwood Investment Counsel
Arizona
$9.52M +$118K +381 +1%
HPIA
1528
Hamilton Point Investment Advisors
North Carolina
$9.51M +$22K +71 +0.2%
KI
1529
KTF Investments
California
$9.51M +$741K +2,385 +9%
DWM
1530
Dynasty Wealth Management
Florida
$9.51M -$200K -644 -2%
EWS
1531
Evergreen Wealth Solutions
Pennsylvania
$9.49M +$2.11M +6,805 +35%
HCM
1532
Hall Capital Management
Rhode Island
$9.49M -$124K -398 -1%
SMI
1533
Shelter Mutual Insurance
Missouri
$9.49M – – –
PJSIMP
1534
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.48M -$9.01K -29 -0.1%
IA
1535
IFC Advisors
California
$9.48M -$932 -3 -0%
CT
1536
Coastline Trust
Rhode Island
$9.48M +$14.6K +47 +0.2%
SPC
1537
Spirepoint Private Client
Florida
$9.47M -$84.8K -273 -0.9%
KLCM
1538
KG&L Capital Management
Louisiana
$9.46M -$331K -1,067 -4%
CSA
1539
Cottage Street Advisors
Massachusetts
$9.43M -$398K -1,282 -4%
MIM
1540
MTM Investment Management
South Carolina
$9.42M +$26.7K +86 +0.3%
DS
1541
DRW Securities
Illinois
$9.41M +$204K +657 +2%
HRC
1542
Hoertkorn Richard Charles
$9.4M -$34.2K -110 -0.4%
PCP
1543
Proficio Capital Partners
Massachusetts
$9.4M +$7.57M +24,373 +562%
WPIC
1544
White Pine Investment Company
Michigan
$9.38M -$79.8K -257 -0.9%
HFM
1545
Hartford Financial Management
Connecticut
$9.38M -$158K -509 -2%
ZCI
1546
Zevenbergen Capital Investments
Washington
$9.37M -$115K -370 -1%
MP
1547
McDonald Partners
Ohio
$9.36M -$4.04M -13,009 -31%
GWANC
1548
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.35M -$7.14K -23 -0.1%
ST
1549
Smithfield Trust
Pennsylvania
$9.32M -$23K -74 -0.3%
PGWM
1550
Parisi Gray Wealth Management
New Jersey
$9.32M -$99.7K -321 -1%
60 61
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63 64