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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1901
WBH Advisory
Maryland
$1.38M +$94.5K +996 +7%
OAM
1902
Optimal Asset Management
California
$1.37M -$615K -6,485 -31%
WAM
1903
Weatherly Asset Management
California
$1.36M -$12.1K -127 -0.9%
CL
1904
Choreo LLC
Illinois
$1.36M -$235K -2,482 -15%
BSAM
1905
Blue Square Asset Management
New York
$1.35M -$233K -2,454 -15%
CWM
1906
Confluence Wealth Management
Oregon
$1.35M +$35.8K +377 +3%
HCM
1907
Highlander Capital Management
New Jersey
$1.34M – – –
PFM
1908
Phillips Financial Management
Indiana
$1.34M +$95K +1,001 +8%
GI
1909
GS Investments
Minnesota
$1.34M +$19.4K +205 +1%
MCWS
1910
McKinley Carter Wealth Services
West Virginia
$1.34M -$71.5K -754 -5%
AIC
1911
Ayalon Insurance Company
Israel
$1.33M +$108K +1,135 +9%
JDR
1912
Jay D. Rosenbaum
$1.33M +$14.2K +150 +1%
FCA
1913
FinTrust Capital Advisors
South Carolina
$1.33M -$123K -1,299 -8%
CHJWM
1914
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.33M -$11.5K -121 -0.9%
OCG
1915
Opus Capital Group
Ohio
$1.32M -$31.3K -330 -2%
LC
1916
LCNB Corp
Ohio
$1.32M -$21.7K -229 -2%
WP
1917
WealthShield Partners
North Carolina
$1.32M +$1.01M +10,648 +312%
EW
1918
Evoke Wealth
California
$1.32M -$280K -2,956 -17%
JIP
1919
Jaffetilchin Investment Partners
Florida
$1.32M +$445K +4,690 +50%
JFA
1920
JNBA Financial Advisors
Minnesota
$1.32M -$7.88K -83 -0.6%
BCM
1921
Bayesian Capital Management
New York
$1.32M +$1.07M +11,300 +419%
LCAM
1922
London & Capital Asset Management
United Kingdom
$1.31M +$224K +2,360 +20%
CAM
1923
Covenant Asset Management
New Jersey
$1.31M +$33.4K +352 +3%
BWP
1924
Bernardo Wealth Planning
Pennsylvania
$1.3M -$2.28K -24 -0.2%
CQS
1925
Credential Qtrade Securities
$1.3M -$81K -854 -6%
75 76
77
78 79