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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1951
Tyche Wealth Partners
Texas
$3.63M -$429K -2,195 -11%
CCFM
1952
Clear Creek Financial Management
Washington
$3.62M -$428K -2,187 -11%
HDIM
1953
Hanson & Doremus Investment Management
Vermont
$3.62M +$16.6K +85 +0.5%
SSA
1954
Schonfeld Strategic Advisors
New York
$3.62M +$1.13M +5,762 +47%
EFM
1955
E Fund Management
China
$3.61M +$373K +1,908 +12%
AI
1956
Atom Investors
Texas
$3.6M +$638K +3,262 +22%
AWM
1957
Affinity Wealth Management
Delaware
$3.6M +$28.2K +144 +0.8%
NF
1958
Nvest Financial
New Hampshire
$3.6M +$3.32K +17 +0.1%
GPA
1959
Guerra Pan Advisors
New Jersey
$3.59M +$193K +988 +6%
VFA
1960
Voya Financial Advisors
Connecticut
$3.58M +$181K +925 +5%
BBP
1961
Banco BTG Pactual
Brazil
$3.57M +$373K +1,909 +13%
OHWP
1962
Oak Harbor Wealth Partners
North Carolina
$3.56M -$69.2K -354 -2%
CTC
1963
Cetera Trust Company
Minnesota
$3.55M -$297K -1,520 -8%
BSA
1964
Bull Street Advisors
Georgia
$3.55M -$2.93K -15 -0.1%
QPWM
1965
Quadrant Private Wealth Management
Pennsylvania
$3.53M +$17.2K +88 +0.5%
CA
1966
CGN Advisors
Kansas
$3.52M -$13.1K -67 -0.4%
DA
1967
Dover Advisors
Virginia
$3.51M +$137K +700 +4%
3IP
1968
3Chopt Investment Partners
Virginia
$3.51M +$13.5K +69 +0.4%
AEPWM
1969
Atlantic Edge Private Wealth Management
Florida
$3.51M -$196 -1 -0%
PP
1970
Pegasus Partners
Wisconsin
$3.51M -$56.7K -290 -2%
FWM
1971
Forza Wealth Management
Florida
$3.49M +$10.4K +53 +0.3%
CA
1972
Continuum Advisory
Idaho
$3.49M +$31.5K +161 +0.9%
SPC
1973
Spirepoint Private Client
Florida
$3.49M +$773K +3,952 +30%
RMAM
1974
Raab & Moskowitz Asset Management
New Jersey
$3.49M -$341K -1,743 -9%
AAM
1975
Aureus Asset Management
Massachusetts
$3.48M -$305K -1,560 -8%
77 78
79
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