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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCI
2026
Triveni Capital Investments
Connecticut
$5.56M -$2.29M -7,384 -30%
PSB
2027
Piscataqua Savings Bank
New Hampshire
$5.56M -$474K -1,526 -8%
FPWM
2028
FSB Premier Wealth Management
Iowa
$5.55M -$693K -2,230 -12%
BO
2029
Bank OZK
Arkansas
$5.55M -$138K -445 -3%
BCM
2030
Boltwood Capital Management
California
$5.55M -$11.8K -38 -0.2%
MIA
2031
MeadowBrook Investment Advisors
Michigan
$5.54M -$62.1K -200 -1%
FBC
2032
Fairfield, Bush & Co
Connecticut
$5.54M -$24.2K -78 -0.5%
NAS
2033
NWF Advisory Services
California
$5.53M +$49.4K +159 +1%
BCA
2034
Bay Colony Advisors
Massachusetts
$5.52M -$5.59K -18 -0.1%
PF
2035
Prosperitas Financial
California
$5.51M +$448K +1,442 +9%
HIC
2036
Harvey Investment Company
Kentucky
$5.51M -$643K -2,070 -11%
PE
2037
PCM Encore
Colorado
$5.5M +$9.32K +30 +0.2%
3IP
2038
3Chopt Investment Partners
Virginia
$5.49M -$261K -842 -5%
IAS
2039
Investment Advisory Services
Texas
$5.47M +$3.73K +12 +0.1%
TC
2040
Tannin Capital
North Carolina
$5.47M -$55K -177 -1%
SM
2041
Sweeney & Michel
California
$5.46M -$575K -1,850 -11%
SC
2042
Searle & Co
Connecticut
$5.46M – – –
RFA
2043
Resurgent Financial Advisors
Georgia
$5.45M +$155K +499 +3%
FIC
2044
FCG Investment Company
Tennessee
$5.44M +$496K +1,596 +11%
CCM
2045
Cinctive Capital Management
New York
$5.43M -$6.28M -20,216 -55%
BSA
2046
Bull Street Advisors
Georgia
$5.42M +$23.9K +77 +0.5%
BIP
2047
Blueprint Investment Partners
North Carolina
$5.42M +$239K +770 +5%
SGI
2048
Summit Global Investments
Utah
$5.42M -$1.14M -3,664 -18%
KM
2049
KP Management
Minnesota
$5.41M – – –
WCM
2050
Weaver Capital Management
Georgia
$5.41M – – –
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