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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
1926
180 Wealth Advisors
Washington
$4.67M +$5.86K +23 +0.1%
PCM
1927
Princeton Capital Management
New Jersey
$4.66M +$570K +2,236 +13%
AA
1928
Armis Advisers
Georgia
$4.65M +$3.54M +13,901 +272%
MIM
1929
Miller Investment Management
Pennsylvania
$4.64M – – –
TFA
1930
Trinity Financial Advisors
Ohio
$4.64M +$268K +1,051 +5%
GFG
1931
Goldstone Financial Group
Illinois
$4.63M +$173K +680 +4%
HA
1932
Huntleigh Advisors
Missouri
$4.63M +$94.6K +371 +2%
LCM
1933
Leisure Capital Management
California
$4.63M -$13.3K -52 -0.3%
CH
1934
Canton Hathaway
Rhode Island
$4.62M – – –
GIM
1935
Generali Investments Management
Slovenia
$4.62M +$1.18M +4,630 +33%
TPW
1936
Transatlantique Private Wealth
New York
$4.62M -$288K -1,128 -6%
SDWIA
1937
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.61M +$1.78K +7 +0%
MAM
1938
Milestone Asset Management
Pennsylvania
$4.61M +$2.89M +11,348 +153%
BB
1939
Bell Bank
North Dakota
$4.6M +$91.3K +358 +2%
IIA
1940
IPG Investment Advisors
California
$4.59M +$3.09M +12,108 +183%
MIM
1941
Moseley Investment Management
Florida
$4.59M +$31.1K +122 +0.7%
TI
1942
TTP Investments
California
$4.58M +$3.03M +11,901 +176%
PPG
1943
Peak Planning Group
Colorado
$4.58M -$74.7K -293 -2%
MFA
1944
Mayflower Financial Advisors
Massachusetts
$4.57M -$146K -571 -3%
TCPW
1945
Twin City Private Wealth
North Carolina
$4.55M -$60.4K -237 -1%
AAM
1946
Aureus Asset Management
Massachusetts
$4.54M -$36.5K -143 -0.8%
TCM
1947
Teza Capital Management
Illinois
$4.53M +$4.71M +18,481 New
HW
1948
Hedeker Wealth
Illinois
$4.53M -$101K -397 -2%
DSAM
1949
Dock Street Asset Management
Florida
$4.52M +$3.96M +15,535 +534%
AWM
1950
Aries Wealth Management
Maine
$4.52M +$141K +552 +3%
76 77
78
79 80