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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
2026
Perkins Coie Trust Company
Washington
$285K -$4.61K -50 -2%
IWA
2027
Intercontinental Wealth Advisors
Texas
$285K -$646 -7 -0.2%
CCA
2028
Conestoga Capital Advisors
Pennsylvania
$281K -$36.9K -400 -12%
EGM
2029
Engineers Gate Manager
New York
$281K +$271K +2,938 New
SCP
2030
Syntal Capital Partners
Texas
$280K -$41.1K -446 -13%
TIM
2031
Total Investment Management
Arizona
$278K +$184 +2 +0.1%
MCM
2032
Mitchell Capital Management
Kansas
$278K +$269K +2,915 New
SS
2033
Simplicity Solutions
Minnesota
$277K -$218K -2,360 -45%
DSAM
2034
Dock Street Asset Management
Florida
$277K – – –
TIA
2035
Tandem Investment Advisors
South Carolina
$275K -$8.48K -92 -3%
BST
2036
Bath Savings Trust
Maine
$275K – – –
ACP
2037
Aveo Capital Partners
Colorado
$273K -$16.5K -179 -6%
CCM
2038
Colorado Capital Management
Colorado
$273K – – –
GWS
2039
Glassman Wealth Services
Virginia
$271K -$82K -889 -24%
RT
2040
Reliance Trust
Georgia
$271K -$22.8K -247 -8%
FHB
2041
First Hawaiian Bank
Hawaii
$271K -$9.87K -107 -4%
NPPM
2042
North Point Portfolio Managers
Ohio
$271K – – –
AMG
2043
Asset Management Group
Connecticut
$271K +$1.38K +15 +0.5%
FI
2044
FormulaFolio Investments
Michigan
$270K +$20.8K +226 +9%
VIA
2045
Vantage Investment Advisors
Pennsylvania
$269K -$18.4K -199 -7%
DAM
2046
Deltec Asset Management
New York
$267K – – –
DLHL
2047
Donald L. Hagan LLC
Florida
$266K – – –
JSA
2048
Jacobson & Schmitt Advisors
Wisconsin
$266K – – –
BW
2049
Biegel & Waller
Maryland
$264K -$205K -2,219 -45%
FNBOH
2050
First National Bank of Hutchinson
Kansas
$261K +$24.4K +265 +11%
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