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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2026
DAGCO Inc
Ohio
$1.92M +$67.6K +458 +3%
SWA
2027
SFMG Wealth Advisors
Texas
$1.92M -$13.1K -89 -0.6%
BMC
2028
Benin Management Corp
Connecticut
$1.92M +$36.9K +250 +2%
HCM
2029
HGI Capital Management
New York
$1.92M -$83.8K -568 -4%
TAIM
2030
TD Ameritrade Investment Management
Nebraska
$1.91M +$62.7K +425 +3%
WWM
2031
Windsor Wealth Management
Indiana
$1.91M +$6.05K +41 +0.3%
PRWA
2032
Platte River Wealth Advisors
Colorado
$1.9M -$1.33M -8,993 -39%
TLCM
2033
Twin Lakes Capital Management
California
$1.9M -$420K -2,847 -17%
CWM
2034
Connecticut Wealth Management
Connecticut
$1.9M +$16.1K +109 +0.8%
NCM
2035
Next Capital Management
New York
$1.89M +$430K +2,915 +27%
TB
2036
Terril Brothers
Missouri
$1.89M -$1.51M -10,253 -42%
BC
2037
Bowman & Company
Wisconsin
$1.89M +$273K +1,852 +15%
WA
2038
WBH Advisory
Maryland
$1.89M -$103K -697 -4%
BAM
2039
Byrne Asset Management
New Jersey
$1.89M +$136K +920 +7%
REMPR
2040
Roof Eidam Maycock Peralta (REMP)
California
$1.89M +$14.8K +100 +0.7%
SLWA
2041
San Luis Wealth Advisors
California
$1.89M -$1.03K -7 -0.1%
BFO
2042
Biltmore Family Office
North Carolina
$1.88M -$114K -772 -5%
MMC
2043
Mizuho Markets Cayman
Cayman Islands
$1.87M +$508K +3,440 +33%
DI
2044
DFPG Investments
Utah
$1.87M +$282K +1,913 +15%
MA
2045
MCF Advisors
Kentucky
$1.87M +$2.03M +13,733 New
AI
2046
Accredited Investors
Minnesota
$1.87M +$10.9K +74 +0.5%
TIA
2047
Traphagen Investment Advisors
New Jersey
$1.86M +$324K +2,198 +19%
AFS
2048
Access Financial Services
Minnesota
$1.86M -$130K -880 -6%
GI
2049
GS Investments
Minnesota
$1.86M +$31.6K +214 +1%
UCI
2050
Uncommon Cents Investing
Wisconsin
$1.86M +$524K +3,548 +35%
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