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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZDA
2026
Zweig-DiMenna Associates
New York
$535K -$667K -6,591 -57%
HCC
2027
Hirtle Callaghan & Co
Pennsylvania
$535K -$33.6K -332 -6%
GP
2028
GLG Partners
United Kingdom
$534K -$452K -4,468 -47%
FC
2029
Financial Consulate
Maryland
$534K – – –
FM
2030
Family Management
New York
$532K +$50.6K +500 +11%
AIM
2031
Allen Investment Management
New York
$530K – – –
SAM
2032
SignalPoint Asset Management
Missouri
$530K +$4.05K +40 +0.8%
WDA
2033
Wendell David Associates
New Hampshire
$529K – – –
SGI
2034
Summit Global Investments
Utah
$527K +$499K +4,925 New
MC
2035
Miles Capital
Iowa
$525K -$35.2K -348 -7%
VNA
2036
Valley National Advisers
Pennsylvania
$523K -$13.9K -137 -3%
LC
2037
Landaas & Company
Wisconsin
$521K +$274K +2,704 +125%
AIP
2038
Almanack Investment Partners
Pennsylvania
$521K +$322K +3,178 +188%
DDC
2039
DF Dent & Co
Maryland
$519K +$58.1K +574 +13%
THWM
2040
Taylor Hoffman Wealth Management
Virginia
$519K +$491K +4,849 New
FIG
2041
FundX Investment Group
California
$515K – – –
FBT
2042
First Bank & Trust
South Dakota
$514K -$17.8K -176 -4%
RIG
2043
Renaissance Investment Group
Massachusetts
$513K -$11.6K -115 -2%
HPWM
2044
Highland Private Wealth Management
Washington
$513K +$14.2K +140 +3%
KA
2045
Klingman & Associates
New York
$512K -$31.5K -311 -6%
LF
2046
Lee Financial
Texas
$510K -$940K -9,284 -66%
VNA
2047
VNBTrust National Association
Virginia
$510K -$1.72K -17 -0.4%
BRA
2048
Bender Robert & Associates
California
$509K -$23.3K -230 -5%
PFA
2049
Pathway Financial Advisors
Vermont
$509K +$482K +4,764 New
AAP
2050
Arax Advisory Partners
Colorado
$502K +$2.02K +20 +0.4%
80 81
82
83 84