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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2026
Violich Capital Management
California
$155K +$135K +1,773 New
TCM
2027
Tanaka Capital Management
New York
$149K – – –
MWM
2028
MinichMacGregor Wealth Management
New York
$146K -$381 -5 -0.3%
HTHT
2029
Hemenway Trust Hemenway Trust
New Hampshire
$146K +$129K +1,689 New
BA
2030
BCM Advisors
Louisiana
$145K +$128K +1,680 New
EF
2031
Empirical Finance
Pennsylvania
$144K +$127K +1,668 New
RPG
2032
Risk Paradigm Group
Texas
$143K +$41.4K +543 +49%
SEIA
2033
Signature Estate & Investment Advisors
California
$140K – – –
CFA
2034
Camarda Financial Advisors
Florida
$136K +$31K +407 +35%
TIM
2035
Tortoise Investment Management
New York
$136K +$97.8K +1,283 +435%
RFWA
2036
RPg Family Wealth Advisory
Massachusetts
$136K +$18.4K +241 +18%
HCM
2037
Horrell Capital Management
Arkansas
$135K – – –
MSFP
2038
Mark Sheptoff Financial Planning
Connecticut
$132K – – –
GPC
2039
Glacier Peak Capital
Washington
$129K +$114K +1,500 New
TJHA
2040
Thomas J. Herzfeld Advisors
Florida
$125K +$305 +4 +0.3%
TFO
2041
Tarbox Family Office
California
$124K +$229 +3 +0.2%
WIM
2042
Westside Investment Management
California
$120K +$105K +1,378 New
CAL
2043
Capital Advisors Ltd
Ohio
$119K +$6.63K +87 +7%
VIM
2044
Veritas Investment Management
United Kingdom
$114K +$101K +1,320 New
PCFFS
2045
Pacific Center for Financial Services
California
$106K +$93.3K +1,224 New
SGAM
2046
Smith Group Asset Management
Texas
$103K -$13.8K -181 -13%
ACM
2047
Americafirst Capital Management
California
$101K -$10.9K -143 -11%
TDC
2048
Thompson Davis & Co
Virginia
$100K -$542K -7,108 -86%
LA
2049
Legacy Advisors
Pennsylvania
$100K +$88.8K +1,165 New
AA
2050
AlphaMark Advisors
Kentucky
$92K – – –
80 81
82
83 84