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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ETH
2026
Exos TFP Holdings
New York
$1.87M +$1.03M +7,494 +110%
MSFS
2027
Main Street Financial Solutions
Pennsylvania
$1.87M +$17.3K +126 +0.9%
CIM
2028
Chapman Investment Management
California
$1.86M -$20K -146 -1%
CPWA
2029
Cerro Pacific Wealth Advisors
California
$1.86M +$411K +3,002 +27%
DI
2030
DAGCO Inc
Ohio
$1.86M -$37.1K -271 -2%
NCM
2031
Next Capital Management
New York
$1.86M -$17.8K -130 -0.9%
CB
2032
Centennial Bank
Arkansas
$1.85M -$93.3K -681 -5%
LA
2033
Lindenwold Advisors
Pennsylvania
$1.85M +$41.7K +304 +2%
SFG
2034
Summit Financial Group
West Virginia
$1.85M -$14.4K -105 -0.7%
FGI
2035
Foresight Global Investors
New York
$1.84M +$1.94M +14,132 New
RL
2036
Ruffer LLP
United Kingdom
$1.84M -$1.47M -10,744 -43%
BFA
2037
Benedict Financial Advisors
Georgia
$1.84M +$50.6K +369 +3%
VCM
2038
Virtue Capital Management
Tennessee
$1.84M +$29K +212 +2%
PH
2039
Pinnacle Holdings
Oklahoma
$1.83M +$18.2K +133 +1%
DA
2040
Dover Advisors
Virginia
$1.83M +$422K +3,077 +28%
RZH
2041
Relyea Zuckerberg Hanson
Connecticut
$1.83M +$486K +3,545 +34%
KA
2042
Klingman & Associates
New York
$1.83M +$5.48K +40 +0.3%
PWAM
2043
Pinnacle West Asset Management
Wyoming
$1.82M +$1.92M +14,000 New
NW
2044
Naviter Wealth
Arkansas
$1.82M -$266K -1,944 -12%
WCM
2045
Washington Capital Management
Washington
$1.82M -$37K -270 -2%
SFG
2046
Steward Financial Group
Texas
$1.81M +$56.5K +412 +3%
VCM
2047
Violich Capital Management
California
$1.81M -$11K -80 -0.6%
BFA
2048
Brendel Financial Advisors
New Hampshire
$1.81M -$15.5K -113 -0.8%
CIM
2049
CIM Investment Management
Pennsylvania
$1.8M +$91.3K +666 +5%
TLCM
2050
Twin Lakes Capital Management
California
$1.8M +$6.44K +47 +0.3%
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