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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2026
Cooper Financial Group
California
$824K +$209K +1,719 +23%
DWM
2027
Darwin Wealth Management
Florida
$822K -$1.68M -13,819 -60%
GC
2028
Grace Capital
Massachusetts
$820K +$443K +3,643 +67%
EAM
2029
Evanson Asset Management
California
$818K +$172K +1,413 +18%
CAL
2030
Capital Advisors Ltd
Ohio
$816K +$509K +4,188 +86%
BI
2031
Ballast Inc
Kentucky
$815K +$251K +2,069 +30%
MIM
2032
Moseley Investment Management
Florida
$813K +$268K +2,209 +32%
BCI
2033
Brinker Capital Investments
Pennsylvania
$811K -$430K -3,539 -28%
LA
2034
Legacy Advisors
Pennsylvania
$810K +$133K +1,091 +14%
CF
2035
CNA Financial
Illinois
$809K -$13.1M -107,500 -92%
CA
2036
Cambridge Advisors
Nebraska
$809K +$109K +896 +11%
AIM
2037
Axiom Investment Management
New York
$807K -$192K -1,584 -15%
JA
2038
JOYN Advisors
Georgia
$806K +$56K +461 +5%
SIC
2039
Samalin Investment Counsel
New York
$805K +$205K +1,690 +23%
PCM
2040
Pointe Capital Management
Michigan
$804K +$78.6K +647 +8%
SIM
2041
Sonora Investment Management
Arizona
$804K +$209K +1,722 +24%
SRC
2042
Sage Rhino Capital
California
$799K +$73.3K +603 +7%
RCM
2043
Requisite Capital Management
Texas
$798K -$43K -354 -4%
HKAM
2044
Horizon Kinetics Asset Management
New York
$797K -$104K -855 -9%
GSBTD
2045
Glenview State Bank Trust Department
Illinois
$794K +$6.08K +50 +0.6%
SC
2046
Searle & Co
Connecticut
$793K – – –
MCM
2047
MV Capital Management
Maryland
$789K +$117K +962 +12%
FDS
2048
First Dallas Securities
Texas
$788K +$3.04K +25 +0.3%
GCM
2049
Galibier Capital Management
Ontario, Canada
$786K – – –
AWM
2050
Argent Wealth Management
Massachusetts
$785K -$1.7K -14 -0.2%
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