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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1776
1900 Wealth Management
Texas
$4.4M -$900K -4,274 -17%
FM
1777
Family Management
New York
$4.4M +$199K +944 +5%
RCWM
1778
Royal Capital Wealth Management
Indiana
$4.39M -$10.3K -49 -0.2%
AI
1779
Accredited Investors
Minnesota
$4.39M +$1.4M +6,627 +47%
LJAC
1780
L.J. Altfest & Co
New York
$4.38M -$42.1K -200 -1%
CIP
1781
Convergence Investment Partners
Florida
$4.38M -$164K -777 -4%
CT
1782
Coastline Trust
Rhode Island
$4.38M -$1.14M -5,395 -21%
DC
1783
DeDora Capital
California
$4.37M -$13.5K -64 -0.3%
NG
1784
Norden Group
Utah
$4.37M +$835K +3,962 +24%
WI
1785
WrapManager Inc
California
$4.36M +$213K +1,010 +5%
MGWM
1786
Marks Group Wealth Management
Minnesota
$4.35M -$45.1K -214 -1%
CI
1787
CX Institutional
Indiana
$4.35M -$294K -1,397 -6%
RGI
1788
River Global Investors
United Kingdom
$4.34M +$156K +740 +4%
LCM
1789
Laurion Capital Management
New York
$4.34M -$1.55M -7,373 -26%
NWM
1790
Northcape Wealth Management
New York
$4.34M -$61.3K -291 -1%
RFA
1791
Resurgent Financial Advisors
Georgia
$4.33M +$44.2K +210 +1%
LAM
1792
L2 Asset Management
Massachusetts
$4.32M -$129K -613 -3%
SMH
1793
Sanders Morris Harris
Texas
$4.32M – – –
EWM
1794
Evermay Wealth Management
Virginia
$4.32M -$158K -751 -4%
OWA
1795
Octavia Wealth Advisors
Ohio
$4.32M -$864K -4,103 -17%
BFA
1796
Beaumont Financial Advisors
Massachusetts
$4.31M +$3.16K +15 +0.1%
JE
1797
JMAC Enterprises
Pennsylvania
$4.3M +$53.5K +254 +1%
BWM
1798
BCGM Wealth Management
Indiana
$4.3M +$64.7K +307 +2%
BLC
1799
Brown, Lisle/Cummings
Rhode Island
$4.3M -$32.4K -154 -0.7%
ZIG
1800
Zullo Investment Group
Pennsylvania
$4.3M -$20.9K -99 -0.5%
70 71
72
73 74