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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1926
Formidable Asset Management
Ohio
$339K -$25.6K -290 -7%
TAM
1927
Trillium Asset Management
Massachusetts
$338K -$31K -351 -8%
MMA
1928
Miracle Mile Advisors
California
$338K +$13.9K +157 +4%
WA
1929
WP Advisors
California
$338K +$339K +3,844 New
CIM
1930
Confluence Investment Management
Missouri
$337K +$339K +3,840 New
AIP
1931
Almanack Investment Partners
Pennsylvania
$335K +$64.9K +736 +24%
HPIA
1932
Hamilton Point Investment Advisors
North Carolina
$334K – – –
MWM
1933
Modera Wealth Management
New Jersey
$332K +$88 +1 +0%
LCOV
1934
London Company of Virginia
Virginia
$328K +$330K +3,735 New
VCM
1935
Versant Capital Management
Arizona
$326K +$9.18K +104 +3%
CFS
1936
Commonwealth Financial Services
West Virginia
$325K +$6.44K +73 +2%
SNBOSD
1937
Security National Bank of So Dak
Iowa
$320K -$31.5K -357 -9%
MAM
1938
Morse Asset Management
Connecticut
$320K +$321K +3,640 New
FCMC
1939
Founders Capital Management (Connecticut)
Connecticut
$318K -$23.6K -268 -7%
IHL
1940
Investment House LLC
California
$318K – – –
QCMC
1941
Quantum Capital Management (California)
California
$316K -$81.3K -922 -20%
CP
1942
Camelot Portfolios
Ohio
$315K -$119K -1,348 -27%
TFF
1943
The Family Firm
Maryland
$310K +$7.59K +86 +2%
LCP
1944
Legacy Capital Partners
Wisconsin
$310K +$23.4K +265 +8%
AIM
1945
Allen Investment Management
New York
$309K -$714K -8,089 -70%
ST
1946
Sabal Trust
Florida
$308K +$50.8K +576 +20%
CCP
1947
Clarkston Capital Partners
Michigan
$308K +$309K +3,504 New
YMRC
1948
Yorktown Management & Research Company
Virginia
$307K – – –
GWS
1949
Glassman Wealth Services
Virginia
$304K -$2.12K -24 -0.7%
CPA
1950
Capital Planning Advisors
California
$304K +$305K +3,457 New
76 77
78
79 80