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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2026
Intercontinental Wealth Advisors
Texas
$273K -$85.7K -993 -25%
TIA
2027
Tandem Investment Advisors
South Carolina
$272K +$39.5K +458 +18%
FHB
2028
First Hawaiian Bank
Hawaii
$269K -$5.78K -67 -2%
BWFM
2029
Bridgewater Wealth & Financial Management
Maryland
$269K +$254K +2,945 New
AIM
2030
Allen Investment Management
New York
$266K -$52.7K -611 -17%
TIM
2031
Total Investment Management
Arizona
$266K -$7.77K -90 -3%
VIA
2032
Vantage Investment Advisors
Pennsylvania
$266K +$68.3K +791 +35%
DSAM
2033
Dock Street Asset Management
Florida
$265K +$6.56K +76 +3%
BST
2034
Bath Savings Trust
Maine
$264K +$249K +2,885 New
CCM
2035
Colorado Capital Management
Colorado
$261K +$27.1K +314 +12%
GHA
2036
GW Henssler & Associates
Georgia
$261K +$246K +2,854 New
CIAS
2037
Capital Investment Advisory Services
North Carolina
$260K +$9.49K +110 +4%
VAM
2038
Visionary Asset Management
Texas
$260K +$246K +2,848 New
AAC
2039
Asset Advisors Corp
Georgia
$259K -$17.3K -200 -7%
NPPM
2040
North Point Portfolio Managers
Ohio
$259K – – –
AMG
2041
Asset Management Group
Connecticut
$257K -$33.2K -385 -12%
CIA
2042
Cascade Investment Advisors
Oregon
$257K – – –
GS
2043
Girard Securities
California
$256K +$345 +4 +0.1%
DAM
2044
Deltec Asset Management
New York
$256K +$242K +2,800 New
DLHL
2045
Donald L. Hagan LLC
Florida
$255K – – –
JSA
2046
Jacobson & Schmitt Advisors
Wisconsin
$254K – – –
JMFC
2047
J.M. Forbes & Co
Massachusetts
$250K -$13.2K -153 -5%
FMP
2048
Financial Management Professionals
Texas
$250K – – –
GAM
2049
Gould Asset Management
California
$250K – – –
RC
2050
Reik & Co
New York
$249K – – –
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