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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
2026
Missouri Trust & Investment Company
Missouri
$3.29M -$107K -594 -3%
MC
2027
Martin & Co
Tennessee
$3.28M -$43.7K -242 -1%
HI
2028
Handelsinvest Investeringsforvaltning
Denmark
$3.27M -$1.29M -7,132 -30%
LIM
2029
Loudon Investment Management
New Hampshire
$3.27M – – –
FFA
2030
Fortune Financial Advisors
Kansas
$3.26M -$272K -1,508 -8%
SCM
2031
Spreng Capital Management
Ohio
$3.26M -$21.8K -121 -0.7%
LAS
2032
Lloyd Advisory Services
Georgia
$3.25M +$2.5M +13,875 +584%
TWA
2033
TCI Wealth Advisors
Arizona
$3.25M +$5.77K +32 +0.2%
WA
2034
Wealth Alliance
New York
$3.24M +$219K +1,216 +8%
CIAS
2035
CFS Investment Advisory Services
New Jersey
$3.24M +$63.9K +354 +2%
CG
2036
Cynosure Group
Utah
$3.24M +$1.03M +5,702 +55%
HCCM
2037
Hudson Canyon Capital Management
New York
$3.23M – – –
RTC
2038
Riverview Trust Company
Washington
$3.23M +$21.7K +120 +0.7%
WP
2039
WMS Partners
Maryland
$3.22M +$144K +797 +5%
GWM
2040
GSB Wealth Management
Connecticut
$3.22M -$40.8K -226 -1%
CPIA
2041
Cornell Pochily Investment Advisors
New York
$3.22M +$32.3K +179 +1%
PB
2042
Pinnacle Bancorp
Nebraska
$3.21M +$3.43K +19 +0.1%
TPWM
2043
Twelve Points Wealth Management
Massachusetts
$3.21M -$38.3K -212 -1%
LA
2044
LM Advisors
California
$3.21M +$375K +2,077 +15%
LAIC
2045
Lederer & Associates Investment Counsel
California
$3.21M -$110K -612 -4%
TWM
2046
TriaGen Wealth Management
California
$3.21M -$2.71K -15 -0.1%
NNPTE
2047
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$3.2M -$4.29M -23,755 -60%
EA
2048
Eclectic Associates
California
$3.2M -$167K -926 -5%
HIC
2049
Hartline Investment Corp
Illinois
$3.2M +$112K +619 +4%
BCA
2050
Bay Colony Advisors
Massachusetts
$3.2M +$151K +837 +6%
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