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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
2026
Heck Capital Advisors
Wisconsin
$228K -$11K -125 -5%
BL
2027
Balentine LLC
Georgia
$227K +$60.1K +681 +36%
SFM
2028
Signet Financial Management
New Jersey
$225K -$9.79K -111 -4%
CCM
2029
Colorado Capital Management
Colorado
$224K +$6.62K +75 +3%
VCP
2030
Vista Capital Partners
Oregon
$224K +$7.94K +90 +4%
WFG
2031
Windsor Financial Group
Minnesota
$224K +$225K +2,545 New
LCM
2032
Lucas Capital Management
New Jersey
$223K – – –
CAMG
2033
CWA Asset Management Group
Florida
$221K +$222K +2,512 New
TIA
2034
Tandem Investment Advisors
South Carolina
$221K +$222K +2,513 New
ECA
2035
Endeavour Capital Advisors
Connecticut
$220K -$90M -1,020,065 -100%
ROC
2036
River Oaks Capital
Minnesota
$220K – – –
VCM
2037
Vigilant Capital Management
Maine
$220K – – –
OMC
2038
Old Mission Capital
Illinois
$220K +$221K +2,500 New
MIP
2039
Marietta Investment Partners
Wisconsin
$220K +$221K +2,510 New
MIC
2040
MU Investments Company
Japan
$215K -$23.8K -270 -10%
SRCM
2041
Swift Run Capital Management
Virginia
$214K -$5.47K -62 -2%
FNBOH
2042
First National Bank of Hutchinson
Kansas
$214K – – –
IWA
2043
Inspirion Wealth Advisors
Illinois
$213K +$213K +2,420 New
UBV
2044
United Bank (Virginia)
Virginia
$213K +$214K +2,422 New
BMCM
2045
Bryn Mawr Capital Management
Pennsylvania
$212K +$4.15K +47 +2%
IP
2046
Isthmus Partners
Wisconsin
$211K -$11K -125 -5%
FCIM
2047
Fairview Capital Investment Management
California
$211K – – –
FGP
2048
Foyston, Gordon, & Payne
Ontario, Canada
$211K – – –
B
2049
Brightworth
Georgia
$210K – – –
FWM
2050
FFT Wealth Management
Pennsylvania
$210K +$210K +2,386 New
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82
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