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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2026
Waverly Advisors
Alabama
$1.51M +$319K +2,777 +24%
AFA
2027
Abacus FCF Advisors
Florida
$1.51M -$966K -8,420 -37%
WCM
2028
Washington Capital Management
Washington
$1.51M -$28.7K -250 -2%
AIP
2029
Ahrens Investment Partners
Louisiana
$1.5M +$126K +1,100 +8%
RCIM
2030
Red Cedar Investment Management
Michigan
$1.5M – – –
KA
2031
Klingman & Associates
New York
$1.5M +$83.9K +731 +5%
SXL
2032
Summit X LLC
Missouri
$1.5M -$48.9K -426 -3%
LC
2033
LCNB Corp
Ohio
$1.5M -$103K -894 -6%
SFG
2034
Summit Financial Group
West Virginia
$1.49M -$58.3K -508 -3%
FCA
2035
FinTrust Capital Advisors
South Carolina
$1.49M -$23.2K -202 -2%
TNA
2036
True North Advisors
Texas
$1.49M -$414K -3,611 -20%
KA
2037
KLCM Advisors
Wisconsin
$1.49M +$192K +1,676 +13%
TIA
2038
Traphagen Investment Advisors
New Jersey
$1.48M +$11.2K +98 +0.7%
FFG
2039
Fortem Financial Group
California
$1.48M -$2.87K -25 -0.2%
BFO
2040
Biltmore Family Office
North Carolina
$1.48M +$55.7K +485 +4%
PVH
2041
Psagot Value Holdings
Israel
$1.48M -$998K -8,695 -38%
BCFD
2042
Boit C.F. David
$1.48M +$1.62M +14,137 New
EBWM
2043
Eagle Bluffs Wealth Management
Missouri
$1.48M +$82.4K +718 +5%
BFA
2044
Benedict Financial Advisors
Georgia
$1.47M -$68.1K -593 -4%
MCM
2045
McMillion Capital Management
North Carolina
$1.47M -$102K -887 -6%
FSCM
2046
Front Street Capital Management
Montana
$1.47M -$1.15K -10 -0.1%
SI
2047
Saxon Interests
Texas
$1.46M -$16.1K -140 -1%
BWA
2048
Blodgett Wealth Advisors
California
$1.46M -$52.9K -461 -3%
PGWM
2049
Parisi Gray Wealth Management
New Jersey
$1.46M -$1.33M -11,624 -45%
NCM
2050
Next Capital Management
New York
$1.46M +$7.46K +65 +0.5%
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