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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2026
Next Capital Management
New York
$2.15M – – –
GI
2027
GS Investments
Minnesota
$2.14M -$3.75K -25 -0.2%
HFP
2028
Holistic Financial Partners
Indiana
$2.13M +$89.8K +599 +4%
JWM
2029
Jeppson Wealth Management
California
$2.12M -$105K -700 -5%
A
2030
AustralianSuper
Australia
$2.12M +$108K +721 +5%
DTC
2031
Davidson Trust Company
Washington
$2.12M +$6.45K +43 +0.3%
ACMA
2032
Arbor Capital Management (Alaska)
Alaska
$2.11M -$61.2K -408 -3%
BCA
2033
Bay Colony Advisors
Massachusetts
$2.11M +$213K +1,418 +11%
TI
2034
Truepoint Inc
Ohio
$2.11M +$484K +3,228 +29%
HVP
2035
Hudson Value Partners
Florida
$2.11M +$51.7K +345 +2%
NPT
2036
Nixon Peabody Trust
Massachusetts
$2.1M -$802K -5,348 -27%
CFS
2037
Commonwealth Financial Services
West Virginia
$2.1M +$2.17M +14,490 New
JHCP
2038
Jackson Hole Capital Partners
Oklahoma
$2.1M -$300K -2,000 -12%
KFA
2039
Kapstone Financial Advisors
Ohio
$2.1M +$899K +6,000 +71%
BFA
2040
Benedict Financial Advisors
Georgia
$2.1M -$600 -4 -0%
IWS
2041
Insight Wealth Strategies
California
$2.09M +$151K +1,004 +7%
MLA
2042
MB, Levis & Associates
Pennsylvania
$2.09M -$9.74K -65 -0.4%
CPSC
2043
Carl P. Sherr & Co
Massachusetts
$2.08M +$2.7K +18 +0.1%
YDMI
2044
Y.D. More Investments
Israel
$2.08M -$28.5K -190 -1%
RAM
2045
Ramirez Asset Management
New York
$2.07M +$2.14M +14,258 New
RA
2046
Rockingstone Advisors
Massachusetts
$2.06M +$74.4K +496 +4%
AFPL
2047
Advus Financial Partners, LLC
Florida
$2.06M +$34.2K +228 +2%
AWA
2048
Amplius Wealth Advisors
Pennsylvania
$2.06M -$476K -3,173 -18%
SFFS
2049
Stonehage Fleming Financial Services
Jersey
$2.05M +$750K +5,000 +55%
IW
2050
Imprint Wealth
South Carolina
$2.05M -$427K -2,846 -17%
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