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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
DA
2026
Dillon & Associates
Michigan
$2.71M +$8.64K +57 +0.4%
AO
2027
Advisor OS
Illinois
$2.71M +$129K +850 +6%
GG
2028
Gleason Group
Kentucky
$2.71M +$17.6K +116 +0.7%
GCC
2029
Guardian Capital (Canada)
Ontario, Canada
$2.7M +$87.3K +576 +4%
FA
2030
FDx Advisors
Illinois
$2.7M -$155K -1,021 -6%
CPIA
2031
Cornell Pochily Investment Advisors
New York
$2.7M +$4.24K +28 +0.2%
BCM
2032
Boltwood Capital Management
California
$2.7M -$39.1K -258 -2%
PWAM
2033
Pinnacle West Asset Management
Wyoming
$2.7M +$143K +945 +6%
BOCM
2034
Bontempo Ohly Capital Management
Maryland
$2.69M -$11.7K -77 -0.5%
KF
2035
Krilogy Financial
Missouri
$2.69M +$104K +688 +5%
MWM
2036
Marion Wealth Management
Pennsylvania
$2.69M -$15.5K -102 -0.6%
CIAS
2037
CFS Investment Advisory Services
New Jersey
$2.69M -$27.3K -180 -1%
CIC
2038
Chilton Investment Company
Connecticut
$2.68M +$35.8K +236 +2%
SICM
2039
Sustainable Insight Capital Management
New York
$2.68M -$849K -5,600 -26%
IF
2040
Ironwood Financial
Arizona
$2.67M -$5.76K -38 -0.2%
ATFA
2041
All Terrain Financial Advisors
Minnesota
$2.67M +$23.8K +157 +1%
RL
2042
Ruffer LLP
United Kingdom
$2.67M -$24.7K -163 -1%
FPAS
2043
Focus Partners Advisor Solutions
Missouri
$2.66M -$616K -4,064 -21%
CA
2044
Continental Advisors
Utah
$2.66M
NBT
2045
Northwest Bank & Trust
Iowa
$2.66M +$2.37M +15,630 New
SN
2046
Sittner & Nelson
Oregon
$2.66M +$85.2K +562 +4%
WCM
2047
Weik Capital Management
Pennsylvania
$2.65M -$56.1K -370 -2%
Two Sigma Investments
2048
Two Sigma Investments
New York
$2.65M +$542K +3,578 +30%
IP
2049
Ignite Planners
California
$2.65M -$284K -1,875 -11%
AFG
2050
AFS Financial Group
Maryland
$2.64M -$2.74M -18,109 -54%