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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1901
Doheny Asset Management
California
$469K – – –
RIG
1902
Renaissance Investment Group
Massachusetts
$469K – – –
SAM
1903
SignalPoint Asset Management
Missouri
$469K +$454K +4,918 New
SFM
1904
Signet Financial Management
New Jersey
$466K +$213K +2,313 +90%
FAM
1905
Formidable Asset Management
Ohio
$461K +$77.8K +844 +21%
FIG
1906
FundX Investment Group
California
$460K – – –
HAIM
1907
Hunter Associates Investment Management
Pennsylvania
$459K -$4.61K -50 -1%
WA
1908
WealthTrust Axiom
Pennsylvania
$458K +$145K +1,569 +49%
VNA
1909
VNBTrust National Association
Virginia
$457K -$25.4K -275 -5%
BWA
1910
Burt Wealth Advisors
Maryland
$447K +$31.6K +343 +8%
AAP
1911
Arax Advisory Partners
Colorado
$446K -$7.75K -84 -2%
HPWM
1912
Highland Private Wealth Management
Washington
$445K +$6.82K +74 +2%
CI
1913
Cambiar Investors
Colorado
$437K -$136K -1,476 -24%
MMA
1914
Miracle Mile Advisors
California
$436K +$19.3K +209 +5%
APSI
1915
Asset Planning Services Inc
Louisiana
$432K – – –
EP
1916
Edgestream Partners
New Jersey
$432K +$417K +4,525 New
BCP
1917
Berkeley Capital Partners
Georgia
$431K -$686K -7,440 -62%
FM
1918
Family Management
New York
$428K +$129K +1,400 +45%
WA1
1919
Wimmer Associates 1
California
$426K – – –
MAM
1920
Morse Asset Management
Connecticut
$425K +$42K +455 +11%
MFW
1921
Mosaic Family Wealth
Missouri
$425K +$101K +1,094 +33%
FPCP
1922
Fort Point Capital Partners
California
$424K +$61K +661 +18%
CA
1923
Continuum Advisory
Idaho
$424K +$71.6K +776 +21%
PHAM
1924
Palisades Hudson Asset Management
Florida
$421K +$6.82K +74 +2%
MCM
1925
MV Capital Management
Maryland
$415K -$30.7K -333 -7%
75 76
77
78 79