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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
2026
Peoples Bank (Ohio)
Ohio
$2.26M -$5.58K -34 -0.2%
SFG
2027
Summit Financial Group
West Virginia
$2.26M -$217K -1,319 -8%
PWPS
2028
Pinnacle Wealth Planning Services
Ohio
$2.26M -$106K -647 -4%
MWM
2029
Mattern Wealth Management
Kansas
$2.25M -$15.8K -96 -0.7%
DI
2030
DAGCO Inc
Ohio
$2.25M +$4.6K +28 +0.2%
TFA
2031
Teamwork Financial Advisors
Texas
$2.25M +$295K +1,794 +14%
VCAM
2032
Van Cleef Asset Management
Ohio
$2.24M +$58.5K +356 +3%
SWA
2033
SFMG Wealth Advisors
Texas
$2.24M +$40.4K +246 +2%
CA
2034
Corrado Advisors
New Jersey
$2.24M +$19.9K +121 +0.9%
AFS
2035
Axiom Financial Strategies
Indiana
$2.23M +$18.2K +111 +0.8%
SCP
2036
Sandhill Capital Partners
New York
$2.23M -$309K -1,879 -12%
OL
2037
Optas LLC
Texas
$2.21M – – –
HCM
2038
Highview Capital Management
Illinois
$2.2M +$2.28M +13,871 New
CWM
2039
Connecticut Wealth Management
Connecticut
$2.19M -$642K -3,911 -22%
MPPLM
2040
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.19M +$33.8K +206 +2%
AWC
2041
Abundance Wealth Counselors
Pennsylvania
$2.19M +$53.2K +324 +2%
BMC
2042
Benin Management Corp
Connecticut
$2.19M – – –
CWMU
2043
Caliber Wealth Management (Utah)
Utah
$2.19M +$473K +2,879 +26%
JWM
2044
Jeppson Wealth Management
California
$2.18M +$14K +85 +0.6%
REMPR
2045
Roof Eidam Maycock Peralta (REMP)
California
$2.18M -$12K -73 -0.5%
AR
2046
Advisory Research
Illinois
$2.17M -$17.9M -108,954 -89%
AI
2047
Accredited Investors
Minnesota
$2.16M -$22.2K -135 -1%
MI
2048
Markston International
New York
$2.16M -$414K -2,522 -16%
TAIM
2049
TD Ameritrade Investment Management
Nebraska
$2.15M +$21.5K +131 +1%
HFP
2050
Holistic Financial Partners
Indiana
$2.15M -$38.8K -236 -2%
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