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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2026
Total Investment Management
Arizona
$278K +$184 +2 +0.1%
MCM
2027
Mitchell Capital Management
Kansas
$278K +$269K +2,915 New
SS
2028
Simplicity Solutions
Minnesota
$277K -$218K -2,360 -45%
DSAM
2029
Dock Street Asset Management
Florida
$277K – – –
TIA
2030
Tandem Investment Advisors
South Carolina
$275K -$8.48K -92 -3%
BST
2031
Bath Savings Trust
Maine
$275K – – –
ACP
2032
Aveo Capital Partners
Colorado
$273K -$16.5K -179 -6%
CCM
2033
Colorado Capital Management
Colorado
$273K – – –
GWS
2034
Glassman Wealth Services
Virginia
$271K -$82K -889 -24%
RT
2035
Reliance Trust
Georgia
$271K -$22.8K -247 -8%
FHB
2036
First Hawaiian Bank
Hawaii
$271K -$9.87K -107 -4%
NPPM
2037
North Point Portfolio Managers
Ohio
$271K – – –
AMG
2038
Asset Management Group
Connecticut
$271K +$1.38K +15 +0.5%
FI
2039
FormulaFolio Investments
Michigan
$270K +$20.8K +226 +9%
VIA
2040
Vantage Investment Advisors
Pennsylvania
$269K -$18.4K -199 -7%
DAM
2041
Deltec Asset Management
New York
$267K – – –
DLHL
2042
Donald L. Hagan LLC
Florida
$266K – – –
JSA
2043
Jacobson & Schmitt Advisors
Wisconsin
$266K – – –
BW
2044
Biegel & Waller
Maryland
$264K -$205K -2,219 -45%
FNBOH
2045
First National Bank of Hutchinson
Kansas
$261K +$24.4K +265 +11%
RC
2046
Reik & Co
New York
$260K – – –
CIA
2047
Cascade Investment Advisors
Oregon
$259K -$9.22K -100 -4%
MTIM
2048
Marathon Trading Investment Management
Pennsylvania
$258K +$249K +2,700 New
CL
2049
Croft-Leominster
Maryland
$257K – – –
KFA
2050
Kays Financial Advisory
Georgia
$257K +$248K +2,693 New
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82
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