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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1926
Kurt F. Somerville
$297K – – –
VFPI
1927
Vantage Financial Partners (Illinois)
Illinois
$296K +$261K +3,424 New
HKIM
1928
Hayek Kallen Investment Management
Alabama
$294K +$1.45K +19 +0.6%
HHAM
1929
HITE Hedge Asset Management
Massachusetts
$293K – – –
LCM
1930
LVM Capital Management
Michigan
$291K -$99.1K -1,299 -28%
WRM
1931
Weybosset Research & Management
Rhode Island
$291K – – –
VHAM
1932
Van Hulzen Asset Management
California
$290K – – –
RWMH
1933
Riverpoint Wealth Management Holdings
Illinois
$289K +$264K +3,465 New
NG
1934
Northstar Group
New York
$287K +$458 +6 +0.2%
KP
1935
Keel Point
Alabama
$287K +$254K +3,329 New
PRS
1936
Pinkerton Retirement Specialists
Idaho
$286K -$3.2K -42 -1%
EIA
1937
Edgemoor Investment Advisors
Maryland
$283K -$32.6K -427 -12%
LCP
1938
Legacy Capital Partners
Wisconsin
$282K +$249K +3,260 New
MCM
1939
Millie Capital Management
California
$280K – – –
RT
1940
Reliance Trust
Georgia
$280K – – –
CWM
1941
CMH Wealth Management
New Hampshire
$277K +$252K +3,300 New
EP
1942
Elkhorn Partners
Nebraska
$276K -$252K -3,300 -51%
GS
1943
Girard Securities
California
$276K +$244K +3,195 New
HC
1944
Hourglass Capital
Texas
$276K +$244K +3,200 New
AMG
1945
Asset Management Group
Connecticut
$275K +$1.68K +22 +0.7%
WI
1946
Wedgewood Investors
Pennsylvania
$271K -$22.9K -300 -9%
CYG
1947
Clean Yield Group
Vermont
$270K +$20.6K +270 +9%
WI
1948
WrapManager Inc
California
$269K -$991 -13 -0.4%
AIA
1949
AIMZ Investment Advisors
California
$268K – – –
CAS
1950
Cue Advisory Services
Arizona
$268K +$237K +3,102 New