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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1901
Greenwich Wealth Management
Connecticut
$1.06M +$108K +889 +8%
SDWIA
1902
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.06M -$878K -7,230 -38%
SJIM
1903
St. Johns Investment Management
Florida
$1.06M -$76.5K -630 -5%
PFA
1904
Paradigm Financial Advisors
Missouri
$1.06M +$378K +3,111 +36%
OL
1905
Optas LLC
Texas
$1.06M +$581K +4,783 +69%
RIA
1906
Realta Investment Advisors
Delaware
$1.06M -$101K -831 -7%
BSA
1907
Bull Street Advisors
Georgia
$1.06M +$14K +115 +1%
BCA
1908
Berman Capital Advisors
Georgia
$1.06M +$686K +5,645 +92%
CMANY
1909
Capital Management Associates (New York)
New York
$1.06M +$237K +1,950 +20%
MPPLM
1910
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.05M +$51.8K +426 +4%
ECM
1911
ExodusPoint Capital Management
New York
$1.05M -$2.92M -24,023 -67%
BST
1912
Bath Savings Trust
Maine
$1.05M
LCAM
1913
London & Capital Asset Management
United Kingdom
$1.04M +$38.3K +315 +3%
PMFA
1914
Plante Moran Financial Advisors
Michigan
$1.04M +$96.5K +794 +7%
CAM
1915
Cacti Asset Management
Georgia
$1.04M -$383K -3,150 -22%
SL
1916
Savior LLC
Massachusetts
$1.04M -$21.4K -176 -2%
WPC
1917
White Pine Capital
Minnesota
$1.04M +$16.4K +135 +1%
CBFP
1918
Cedar Brook Financial Partners
Ohio
$1.04M +$7.41K +61 +0.5%
KJWM
1919
Kiley Juergens Wealth Management
Washington
$1.03M -$26.5K -218 -2%
MCA
1920
Mercer Capital Advisers
New Jersey
$1.03M
GSWM
1921
Golden State Wealth Management
California
$1.03M +$1.03M +8,503 +290%
Edgewood Management
1922
Edgewood Management
Connecticut
$1.03M +$182K +1,500 +15%
BCA
1923
Bay Colony Advisors
Massachusetts
$1.03M +$335K +2,756 +32%
PD
1924
Planning Directions
Pennsylvania
$1.02M +$1.38M +11,366 New
BWP
1925
BSW Wealth Partners
Colorado
$1.02M +$6.68K +55 +0.5%