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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2026
Jump Financial
Illinois
$1M +$1.02M +10,421 New
WCM
2027
WealthBridge Capital Management
Ohio
$1M -$6.38K -65 -0.6%
PCS
2028
Personal CFO Solutions
New Jersey
$1M +$9.72K +99 +1%
PFGIA
2029
Patriot Financial Group Insurance Agency
Massachusetts
$998K +$22.7K +231 +2%
GCP
2030
GSA Capital Partners
United Kingdom
$997K +$639K +6,504 +169%
CAM
2031
Cidel Asset Management
Ontario, Canada
$995K +$412K +4,200 +69%
AIM
2032
Allen Investment Management
New York
$993K +$434K +4,417 +75%
AWMG
2033
Alliance Wealth Management Group
New Jersey
$991K +$7.86K +80 +0.8%
FRA
2034
Front Row Advisors
California
$990K -$44.8K -456 -5%
NHC
2035
Nicholas Hoffman & Company
Georgia
$986K -$209K -2,131 -17%
PPP
2036
Private Portfolio Partners
New Jersey
$983K +$38.4K +391 +4%
RCIM
2037
Red Cedar Investment Management
Michigan
$982K +$52.5K +535 +6%
AIP
2038
Ahrens Investment Partners
Louisiana
$981K -$113K -1,148 -10%
PIM
2039
Profit Investment Management
Maryland
$981K – – –
AA
2040
Auxano Advisors
Washington
$979K -$1.67K -17 -0.2%
AF
2041
Allworth Financial
California
$978K -$49.2K -501 -5%
DA
2042
Doliver Advisors
Texas
$978K +$107K +1,090 +12%
SFG
2043
Summit Financial Group
West Virginia
$975K – – –
GCMG
2044
Gyroscope Capital Management Group
Florida
$974K +$29.5K +300 +3%
KA
2045
Klingman & Associates
New York
$974K +$284K +2,897 +40%
CP
2046
Covenant Partners
Tennessee
$962K -$66.6K -678 -6%
TAM
2047
Trillium Asset Management
Massachusetts
$958K -$208K -2,117 -18%
EWM
2048
Elmwood Wealth Management
California
$958K – – –
RMCM
2049
Reynders McVeigh Capital Management
Massachusetts
$956K -$69.9K -712 -7%
PMFA
2050
Plante Moran Financial Advisors
Michigan
$953K +$21K +214 +2%
80 81
82
83 84