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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1951
Brookstone Capital Management
Illinois
$710K +$1.25K +11 +0.2%
MFW
1952
Meristem Family Wealth
Minnesota
$709K +$56.6K +500 +8%
JWA
1953
JFS Wealth Advisors
Pennsylvania
$707K -$416K -3,670 -36%
CWG
1954
C WorldWide Group
Denmark
$707K
AMCA
1955
Arthur M. Cohen & Associates
Illinois
$706K -$95.3K -842 -11%
CPA
1956
Clear Perspective Advisors
Illinois
$706K +$326K +2,881 +81%
IIM
1957
Intact Investment Management
Quebec, Canada
$704K -$113K -1,000 -14%
CCC
1958
Chelsea Counsel Company
California
$703K -$26K -230 -3%
Members Trust
1959
Members Trust
Florida
$700K +$29.2K +258 +4%
MJRIC
1960
Mogy Joel R Investment Counsel
California
$698K
CHA
1961
Carmichael Hill & Associates
Maryland
$696K -$8.95K -79 -1%
PGA
1962
Portland Global Advisors
Maine
$696K -$1.02K -9 -0.1%
CIP
1963
Capital Insight Partners
Arizona
$696K +$62.8K +555 +10%
HHGA
1964
Halbert Hargrove Global Advisors
California
$690K -$20K -177 -3%
TRIM
1965
Thompson Rubinstein Investment Management
Oregon
$688K
THWM
1966
Taylor Hoffman Wealth Management
Virginia
$684K +$156K +1,375 +28%
BBA
1967
Braun-Bostich & Associates
Pennsylvania
$681K -$102K -897 -13%
WDL
1968
Well Done LLC
Michigan
$680K -$113K -1,000 -14%
Edgewood Management
1969
Edgewood Management
Connecticut
$677K -$89.4K -790 -11%
RB
1970
Rodgers Brothers
Pennsylvania
$677K +$26.3K +232 +4%
MSAM
1971
Moloney Securities Asset Management
Missouri
$676K +$104K +916 +17%
DAM
1972
Doheny Asset Management
California
$674K
AIP
1973
Almanack Investment Partners
Pennsylvania
$673K +$142K +1,253 +26%
CWM
1974
Connecticut Wealth Management
Connecticut
$671K +$48.7K +430 +7%
ODCM
1975
Old Dominion Capital Management
Virginia
$668K +$85.6K +756 +14%