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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TNAM
1626
Terra Nova Asset Management
New York
$1.76M +$13.6K +120 +0.8%
LOAMS
1627
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.75M +$614K +5,409 +54%
HFP
1628
Holistic Financial Partners
Indiana
$1.75M +$38K +335 +2%
CAG
1629
Csenge Advisory Group
Florida
$1.75M -$121K -1,063 -6%
KCPG
1630
Kavar Capital Partners Group
Kansas
$1.74M – – –
BL
1631
BFSG LLC
California
$1.74M +$116K +1,026 +7%
KS
1632
Karpas Strategies
Connecticut
$1.73M +$1.48K +13 +0.1%
OWP
1633
Obermeyer Wealth Partners
Colorado
$1.73M -$45.6K -402 -3%
CWM
1634
Confluence Wealth Management
Oregon
$1.73M -$52.2K -460 -3%
WCM
1635
Weik Capital Management
Pennsylvania
$1.73M +$22.7K +200 +1%
VNIM
1636
Vaughan Nelson Investment Management
Texas
$1.72M – – –
MBT
1637
Monroe Bank & Trust
Michigan
$1.72M +$20K +176 +1%
WPW
1638
Waldron Private Wealth
Pennsylvania
$1.72M +$214K +1,883 +14%
LDB
1639
Lee, Danner & Bass
Tennessee
$1.71M -$438K -3,855 -20%
LCM
1640
Liberty Capital Management
Michigan
$1.71M +$42.2K +372 +3%
CC
1641
Cornerstone Capital
California
$1.7M +$734K +6,464 +75%
SMC
1642
Smith, Moore & Co
Missouri
$1.7M +$71.5K +630 +4%
NSAM
1643
North Star Asset Management
Wisconsin
$1.7M +$102K +900 +6%
JC
1644
JBF Capital
Colorado
$1.69M -$1.7M -15,000 -50%
UM
1645
Ulysses Management
New York
$1.69M – – –
VFM
1646
Viking Fund Management
North Dakota
$1.69M – – –
6M
1647
6 Meridian
Kansas
$1.69M +$1.7M +15,000 New
TFS
1648
TrustCore Financial Services
Tennessee
$1.69M +$33.8K +298 +2%
WAM
1649
Weatherly Asset Management
California
$1.69M +$20.3K +179 +1%
GAG
1650
GM Advisory Group
New York
$1.68M -$85.1K -750 -5%
64 65
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