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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
2026
Peoples Bank (Ohio)
Ohio
$1.58M -$197K -1,766 -12%
PWPS
2027
Pinnacle Wealth Planning Services
Ohio
$1.57M +$18.1K +162 +1%
MCM
2028
Mainstay Capital Management
Michigan
$1.57M +$68K +608 +5%
CRCM
2029
Crystal Rock Capital Management
Illinois
$1.57M -$972K -8,700 -41%
IDBONY
2030
Israel Discount Bank of New York
New York
$1.57M -$740K -6,620 -35%
MSFS
2031
Main Street Financial Solutions
Pennsylvania
$1.56M +$1.37M +12,297 New
LOIM
2032
Liberty One Investment Management
Illinois
$1.56M +$101K +901 +8%
RCA
2033
Ranch Capital Advisors
Florida
$1.56M +$121K +1,079 +10%
VCM
2034
Virtue Capital Management
Tennessee
$1.55M -$705K -6,303 -34%
AWC
2035
Abundance Wealth Counselors
Pennsylvania
$1.55M -$58.2K -521 -4%
NAG
2036
Northstar Advisory Group
New Jersey
$1.55M +$1.36M +12,168 New
BSAM
2037
Blue Square Asset Management
New York
$1.54M -$452K -4,040 -25%
WCM
2038
Washington Capital Management
Washington
$1.53M -$1.12K -10 -0.1%
WA
2039
Wambolt & Associates
Colorado
$1.53M +$30.3K +271 +2%
VCM
2040
Versant Capital Management
Arizona
$1.53M -$447 -4 -0%
ACM
2041
Ategra Capital Management
Virginia
$1.52M +$146K +1,308 +12%
BST
2042
Bath Savings Trust
Maine
$1.52M +$26.8K +240 +2%
SJIM
2043
St. Johns Investment Management
Florida
$1.52M -$88K -787 -6%
VAG
2044
VisionPoint Advisory Group
Texas
$1.52M +$1.34M +11,954 New
CPIA
2045
Cornell Pochily Investment Advisors
New York
$1.51M -$3.24K -29 -0.2%
DGHMC
2046
Dalton, Greiner, Hartman, Maher & Co
New York
$1.51M -$100K -896 -7%
DFA
2047
Delta Financial Advisors
Louisiana
$1.51M -$16.3K -146 -1%
MA
2048
MCF Advisors
Kentucky
$1.51M -$7.26K -65 -0.5%
ACM
2049
AlphaCrest Capital Management
New York
$1.51M +$800K +7,156 +152%
UIA
2050
UBP Investment Advisors
Switzerland
$1.5M +$99.3K +888 +8%
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