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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2026
Heritage Wealth Advisors
Virginia
$575K +$2.04K +18 +0.3%
CCA
2027
Clearwater Capital Advisors
Illinois
$574K – – –
CCM
2028
Consolidated Capital Management
California
$574K – – –
FCIM
2029
Fairview Capital Investment Management
California
$572K +$170K +1,500 +40%
MIC
2030
Meridian Investment Counsel
California
$571K – – –
CYG
2031
Clean Yield Group
Vermont
$568K -$89.9K -794 -13%
WAG
2032
Winthrop Advisory Group
Massachusetts
$565K -$29.9K -264 -5%
SIM
2033
Sadoff Investment Management
Wisconsin
$565K – – –
DW
2034
Domani Wealth
Pennsylvania
$563K – – –
UC
2035
Unio Capital
New Jersey
$561K -$106K -940 -16%
PEA
2036
Pacific Edge Advisors
California
$557K +$262K +2,316 +84%
ACG
2037
Allen Capital Group
Nebraska
$557K +$279K +2,466 +95%
MIP
2038
Marietta Investment Partners
Wisconsin
$555K – – –
ED
2039
Exane Derivatives
France
$555K +$577K +5,095 +8,492%
OAM
2040
Oberweis Asset Management
Illinois
$554K -$22.3K -197 -4%
FC
2041
Financial Consulate
Maryland
$554K +$5.66K +50 +1%
LF
2042
Lee Financial
Texas
$554K +$30K +265 +6%
RG
2043
Rikoon Group
New Mexico
$552K +$123K +1,089 +27%
LC
2044
Landaas & Company
Wisconsin
$551K +$15.4K +136 +3%
ACM
2045
Alethea Capital Management
Washington
$550K -$39.6K -350 -7%
HCC
2046
Hirtle Callaghan & Co
Pennsylvania
$550K – – –
FM
2047
Family Management
New York
$548K – – –
RFA
2048
Reilly Financial Advisors
California
$546K -$48.8K -431 -8%
SAM
2049
SignalPoint Asset Management
Missouri
$546K +$1.13K +10 +0.2%
AAP
2050
Arax Advisory Partners
Colorado
$542K +$26.5K +234 +5%
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