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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1926
Channel Wealth
California
$6.15M -$629K -2,025 -10%
SWM
1927
Shrier Wealth Management
California
$6.15M +$34.5K +111 +0.6%
VBCG
1928
Valley Brook Capital Group
Pennsylvania
$6.14M +$80.1K +258 +1%
CCFM
1929
Clear Creek Financial Management
Washington
$6.14M +$87.6K +282 +2%
KFA
1930
Kelleher Financial Advisors
New York
$6.14M +$2.98M +9,601 +105%
LM
1931
Lincluden Management
Ontario, Canada
$6.13M +$80.7K +260 +1%
LJAC
1932
L.J. Altfest & Co
New York
$6.12M -$47.2K -152 -0.8%
MSK
1933
Melissa S. Kampmann
$6.1M -$17.4K -56 -0.3%
KCM
1934
Kathmere Capital Management
Pennsylvania
$6.1M +$197K +633 +4%
LAM
1935
L2 Asset Management
Massachusetts
$6.1M +$168K +541 +3%
PDL
1936
Portfolio Design Labs
California
$6.09M -$878K -2,827 -13%
SDWIA
1937
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.09M -$2.48K -8 -0%
EGM
1938
Engineers Gate Manager
New York
$6.08M -$4.44M -14,306 -43%
PWM
1939
Platt Wealth Management
California
$6.08M +$41K +132 +0.7%
YDMI
1940
Y.D. More Investments
Israel
$6.07M +$274K +882 +5%
LP
1941
LMR Partners
United Kingdom
$6.06M +$5.75M +18,511 New
MFS
1942
Mattson Financial Services
Michigan
$6.06M +$231K +743 +4%
MUAMU
1943
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.06M +$311K +1,000 +6%
RMAM
1944
Raab & Moskowitz Asset Management
New Jersey
$6.05M -$35.7K -115 -0.6%
LC
1945
Legacy CG
Texas
$6.05M -$62.1K -200 -1%
MWM
1946
MOKAN Wealth Management
Kansas
$6.04M +$943K +3,038 +20%
WCM
1947
Wisconsin Capital Management
Wisconsin
$6.04M +$56.8K +183 +1%
CA
1948
Continuum Advisory
Idaho
$6.04M -$353K -1,138 -6%
PWG
1949
Portside Wealth Group
Utah
$6.04M +$173K +557 +3%
EWM
1950
Evermay Wealth Management
Virginia
$6.03M +$128K +411 +2%
76 77
78
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