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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WVP
1876
Worth Venture Partners
New Jersey
$391K +$393K +4,450 New
IT
1877
Independence Trust
Tennessee
$390K -$1.76K -20 -0.4%
KA
1878
Klingman & Associates
New York
$389K -$287K -3,254 -42%
LRIC
1879
Long Road Investment Counsel
Michigan
$389K – – –
DE
1880
Day & Ennis
Georgia
$386K +$17.6K +200 +5%
WDA
1881
Wendell David Associates
New Hampshire
$385K -$61.8K -700 -14%
GEM
1882
Global Endowment Management
North Carolina
$385K +$386K +4,380 New
SS
1883
Simplicity Solutions
Minnesota
$384K +$45.3K +513 +13%
CCM
1884
Consolidated Capital Management
California
$383K +$384K +4,358 New
HAIM
1885
Hunter Associates Investment Management
Pennsylvania
$382K – – –
PHAM
1886
Palisades Hudson Asset Management
Florida
$381K -$107K -1,213 -22%
BWA
1887
Burt Wealth Advisors
Maryland
$381K -$11.8K -134 -3%
MKC
1888
M. Kraus & Co
Vermont
$380K -$19.1K -216 -5%
PCM
1889
Penserra Capital Management
California
$379K +$302K +3,420 +380%
CFD
1890
Creative Financial Designs
Indiana
$378K +$7.76K +88 +2%
FPCP
1891
Fort Point Capital Partners
California
$376K +$17.6K +199 +5%
CC
1892
Cornerstone Capital
California
$375K +$43.7K +495 +13%
MCM
1893
MV Capital Management
Maryland
$373K -$50.5K -572 -12%
BC
1894
Blueport Capital
Texas
$371K – – –
CCM
1895
Cribstone Capital Management
Maine
$371K +$19.6K +222 +5%
RG
1896
Rikoon Group
New Mexico
$369K +$38.5K +436 +12%
MSE
1897
MUFG Securities EMEA
United Kingdom
$367K +$369K +4,179 New
PCA
1898
Private Capital Advisors
Connecticut
$363K -$3.3M -37,350 -90%
EA
1899
Elm Advisors
California
$363K +$35.3K +400 +11%
BJ
1900
Brouwer & Janachowski
California
$363K +$97.2K +1,102 +36%
74 75
76
77 78