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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1776
Freedom Investment Management
Connecticut
$1.5M -$132K -1,201 -8%
CPO
1777
Cerity Partners OCIO
New York
$1.5M +$10K +91 +0.7%
OWP
1778
Obermeyer Wealth Partners
Colorado
$1.5M +$31.9K +289 +2%
PBO
1779
Peoples Bank (Ohio)
Ohio
$1.5M +$11.4K +103 +0.8%
WCM
1780
Windsor Capital Management
Arizona
$1.48M +$5.18K +47 +0.4%
NAMP
1781
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.48M +$41.3K +375 +3%
AWA
1782
Acorn Wealth Advisors
Michigan
$1.48M -$440K -3,987 -23%
AWM
1783
Aries Wealth Management
Maine
$1.47M +$5.18K +47 +0.4%
HI
1784
Horizon Investments
North Carolina
$1.47M +$137K +1,243 +10%
AIC
1785
Ayalon Insurance Company
Israel
$1.46M +$99.2K +900 +8%
LC
1786
LCNB Corp
Ohio
$1.46M +$16.5K +150 +1%
DC
1787
DeDora Capital
California
$1.45M +$22.7K +206 +2%
JFA
1788
JNBA Financial Advisors
Minnesota
$1.44M +$11.7K +106 +0.8%
RIA
1789
Regal Investment Advisors
Michigan
$1.44M +$91.1K +826 +7%
BFO
1790
Biltmore Family Office
North Carolina
$1.44M -$141K -1,279 -9%
FTI
1791
Fiduciary Trust International
Massachusetts
$1.44M +$1.17M +10,604 +476%
CWM
1792
Connecticut Wealth Management
Connecticut
$1.43M +$627K +5,688 +80%
FPA
1793
First Pacific Advisors
California
$1.43M -$347K -3,150 -20%
Holocene Advisors
1794
Holocene Advisors
New York
$1.42M -$7.18M -65,080 -84%
PWAP
1795
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.4M +$49.6K +450 +4%
ACA
1796
Aptus Capital Advisors
Alabama
$1.4M -$10.5K -95 -0.8%
EWM
1797
Elmwood Wealth Management
California
$1.39M -$21.9K -199 -2%
SG
1798
StoneX Group
New York
$1.39M +$51.8K +470 +4%
CPA
1799
Clear Perspective Advisors
Illinois
$1.39M -$440K -3,987 -24%
TA
1800
TCG Advisors
Texas
$1.39M +$24.5K +222 +2%