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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2026
Focused Wealth Management
New York
$564K +$8.56K +78 +1%
CYG
2027
Clean Yield Group
Vermont
$564K +$27.4K +250 +5%
ED
2028
Exane Derivatives
France
$564K +$15.7K +143 +3%
CCMW
2029
Cypress Capital Management (Wyoming)
Wyoming
$561K +$13.7K +125 +2%
PEA
2030
Pacific Edge Advisors
California
$559K +$33.3K +304 +6%
BCA
2031
Bay Colony Advisors
Massachusetts
$559K +$588K +5,363 New
WDA
2032
Wendell David Associates
New Hampshire
$556K – – –
OFW
2033
Omnia Family Wealth
Florida
$554K – – –
CCP
2034
Clarkston Capital Partners
Michigan
$552K – – –
PFO
2035
Pathstone Family Office
New Jersey
$552K +$343K +3,126 +144%
FC
2036
Financial Consulate
Maryland
$551K +$27.4K +250 +5%
ECAM
2037
East Coast Asset Management
Massachusetts
$549K -$3.84K -35 -0.7%
WA
2038
WealthTrust Axiom
Pennsylvania
$547K +$71.3K +650 +14%
KFA
2039
Kelleher Financial Advisors
New York
$545K – – –
HWA
2040
Heritage Wealth Advisors
Virginia
$545K +$110 +1 +0%
CCA
2041
Clearwater Capital Advisors
Illinois
$544K – – –
CCM
2042
Consolidated Capital Management
California
$544K – – –
WIA
2043
Westbourne Investment Advisors
Maryland
$543K -$1.75K -16 -0.3%
MIC
2044
Meridian Investment Counsel
California
$541K – – –
NFG
2045
Nadler Financial Group
Illinois
$541K +$56.5K +515 +11%
DW
2046
Domani Wealth
Pennsylvania
$534K – – –
HPWM
2047
Highland Private Wealth Management
Washington
$534K +$164K +1,492 +41%
ICM
2048
IMS Capital Management
Oregon
$532K +$160K +1,461 +40%
FBT
2049
First Bank & Trust
South Dakota
$529K +$29.6K +270 +6%
AF
2050
Allworth Financial
California
$528K +$178K +1,622 +47%
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