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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIM
1926
Liberty One Investment Management
Illinois
$6.17M +$298K +958 +5%
RCA
1927
Ranch Capital Advisors
Florida
$6.17M +$449K +1,447 +8%
DFCM
1928
Dark Forest Capital Management
Puerto Rico
$6.16M +$1.36M +4,391 +30%
FCM
1929
Fire Capital Management
California
$6.16M -$326K -1,050 -5%
WIC
1930
Wilkins Investment Counsel
Massachusetts
$6.16M -$70.2K -226 -1%
EW
1931
Elyxium Wealth
California
$6.16M +$1.12M +3,591 +24%
LA
1932
Legacy Advisors
Pennsylvania
$6.15M +$628K +2,023 +12%
CIAS
1933
CFS Investment Advisory Services
New Jersey
$6.15M -$3.1K -10 -0.1%
CW
1934
Channel Wealth
California
$6.15M -$629K -2,025 -10%
SWM
1935
Shrier Wealth Management
California
$6.15M +$34.5K +111 +0.6%
VBCG
1936
Valley Brook Capital Group
Pennsylvania
$6.14M +$80.1K +258 +1%
CCFM
1937
Clear Creek Financial Management
Washington
$6.14M +$87.6K +282 +2%
KFA
1938
Kelleher Financial Advisors
New York
$6.14M +$2.98M +9,601 +105%
LM
1939
Lincluden Management
Ontario, Canada
$6.13M +$80.7K +260 +1%
LJAC
1940
L.J. Altfest & Co
New York
$6.12M -$47.2K -152 -0.8%
MSK
1941
Melissa S. Kampmann
$6.1M -$17.4K -56 -0.3%
KCM
1942
Kathmere Capital Management
Pennsylvania
$6.1M +$197K +633 +4%
LAM
1943
L2 Asset Management
Massachusetts
$6.1M +$168K +541 +3%
PDL
1944
Portfolio Design Labs
California
$6.09M -$878K -2,827 -13%
SDWIA
1945
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.09M -$2.48K -8 -0%
EGM
1946
Engineers Gate Manager
New York
$6.08M -$4.44M -14,306 -43%
PWM
1947
Platt Wealth Management
California
$6.08M +$41K +132 +0.7%
YDMI
1948
Y.D. More Investments
Israel
$6.07M +$274K +882 +5%
LP
1949
LMR Partners
United Kingdom
$6.06M +$5.75M +18,511 New
MFS
1950
Mattson Financial Services
Michigan
$6.06M +$231K +743 +4%
76 77
78
79 80