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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
1951
Bull Street Advisors
Georgia
$2.17M +$29.5K +200 +1%
WAM
1952
WealthTrust Asset Management
Florida
$2.16M -$185K -1,254 -7%
GGHC
1953
Gilder Gagnon Howe & Co
New York
$2.15M -$5.9K -40 -0.3%
AWM
1954
Aberdeen Wealth Management
Illinois
$2.15M – – –
AWC
1955
Abundance Wealth Counselors
Pennsylvania
$2.15M +$290K +1,964 +14%
IF
1956
Ironwood Financial
Arizona
$2.15M -$1.92K -13 -0.1%
MPCG
1957
Matrix Private Capital Group
New York
$2.14M +$8.86K +60 +0.4%
MCM
1958
Manchester Capital Management
Vermont
$2.14M -$117K -796 -5%
PWA
1959
Providence Wealth Advisors
Illinois
$2.13M +$40.6K +275 +2%
PCMN
1960
Paradigm Capital Management (Nevada)
Nevada
$2.13M +$20.5K +139 +0.9%
MWM
1961
Midwest Wealth Management
Indiana
$2.13M +$103K +696 +5%
EWA
1962
EverSource Wealth Advisors
Alabama
$2.13M +$318K +2,155 +16%
CBFP
1963
Cedar Brook Financial Partners
Ohio
$2.13M -$43.2K -293 -2%
WCM
1964
Weik Capital Management
Pennsylvania
$2.13M +$96.7K +655 +4%
WCM
1965
WealthBridge Capital Management
Ohio
$2.12M +$715K +4,846 +45%
MS
1966
Madden Securities
Texas
$2.12M +$2.29M +15,520 New
TP
1967
Tranquility Partners
Tennessee
$2.11M +$72.3K +490 +3%
JWM
1968
Jeppson Wealth Management
California
$2.1M +$244K +1,651 +12%
CWMU
1969
Caliber Wealth Management (Utah)
Utah
$2.09M +$221K +1,499 +11%
APF
1970
Alaska Permanent Fund
Alaska
$2.09M – – –
QI
1971
Qtron Investments
Massachusetts
$2.09M – – –
BWA
1972
Blodgett Wealth Advisors
California
$2.08M -$287K -1,947 -11%
MIM
1973
Moseley Investment Management
Florida
$2.08M -$55.5K -376 -2%
MCCP
1974
Mission Creek Capital Partners
California
$2.07M +$16.8K +114 +0.8%
FFG
1975
Fortem Financial Group
California
$2.07M -$31.7K -215 -1%
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79
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