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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1951
LBMC Investment Advisors
Tennessee
$738K -$6.7K -59 -0.9%
MFW
1952
Meristem Family Wealth
Minnesota
$738K +$24.7K +218 +3%
SXL
1953
Summit X LLC
Missouri
$736K -$97.3K -857 -12%
OWA
1954
One Wealth Advisors
California
$736K -$19.8K -174 -3%
NCM
1955
Northside Capital Management
Oregon
$734K – – –
HI
1956
Harrington Investments
California
$731K – – –
SCP
1957
Sandhill Capital Partners
New York
$727K -$1.61M -14,224 -69%
BCM
1958
Breiter Capital Management
Florida
$726K -$42.1K -371 -5%
EWM
1959
Empirical Wealth Management
Washington
$722K +$29.2K +257 +4%
CAM
1960
Cozad Asset Management
Illinois
$722K +$29.9K +263 +4%
GCP
1961
GSA Capital Partners
United Kingdom
$717K +$52.1K +459 +8%
CAM
1962
Concorde Asset Management
Michigan
$714K -$155K -1,362 -18%
PFGIA
1963
Patriot Financial Group Insurance Agency
Massachusetts
$714K +$341K +3,007 +90%
RB
1964
Rodgers Brothers
Pennsylvania
$712K – – –
TRIM
1965
Thompson Rubinstein Investment Management
Oregon
$706K – – –
CGI
1966
CI Global Investments
California
$704K +$688K +6,064 +3,445%
THWM
1967
Taylor Hoffman Wealth Management
Virginia
$703K +$114 +1 +0%
AF
1968
Aldebaran Financial
$699K +$3.75K +33 +0.5%
CCC
1969
Chelsea Counsel Company
California
$698K -$22.7K -200 -3%
JWA
1970
JFS Wealth Advisors
Pennsylvania
$698K -$3.86K -34 -0.5%
DAM
1971
Doheny Asset Management
California
$692K – – –
HJMC
1972
Hellman Jordan Management Company
Massachusetts
$691K +$695K +6,126 New
CFGS
1973
Concourse Financial Group Securities
Alabama
$690K +$694K +6,118 New
CC
1974
Cedar Capital
Illinois
$688K +$114 +1 +0%
NWS
1975
Newport Wealth Strategies
California
$684K -$716K -6,311 -50%
77 78
79
80 81