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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
2026
Permanens Capital
New York
$3.25M -$3.06M -14,548 -49%
PHS
2027
Pekin Hardy Strauss
Illinois
$3.25M +$138K +655 +4%
SAM
2028
Secure Asset Management
Michigan
$3.25M -$111K -526 -3%
BWM
2029
BKM Wealth Management
Wisconsin
$3.25M +$719K +3,412 +28%
SWM
2030
Segment Wealth Management
Texas
$3.24M – – –
ATFA
2031
All Terrain Financial Advisors
Minnesota
$3.24M -$1.47K -7 -0%
BWM
2032
Brophy Wealth Management
New Hampshire
$3.23M +$3.23M +15,322 New
IF
2033
Ironwood Financial
Arizona
$3.23M -$94.4K -448 -3%
CPWA
2034
Cerro Pacific Wealth Advisors
California
$3.23M – – –
GWM
2035
GSB Wealth Management
Connecticut
$3.23M -$140K -665 -4%
AMIM
2036
Aull & Monroe Investment Management
Alabama
$3.22M -$86.8K -412 -3%
CWA
2037
Consilium Wealth Advisory
Texas
$3.21M +$53.1K +252 +2%
DAM
2038
Delta Asset Management
Tennessee
$3.21M -$73.1K -347 -2%
GCM
2039
Gladius Capital Management
Illinois
$3.21M +$1.34M +6,378 +72%
BPAMU
2040
BTG Pactual Asset Management US
New York
$3.2M +$1.31M +6,212 +69%
LA
2041
LM Advisors
California
$3.19M -$55.4K -263 -2%
MYIA
2042
Mount Yale Investment Advisors
Colorado
$3.19M -$4.36M -20,676 -58%
NBT
2043
Northwest Bank & Trust
Iowa
$3.17M +$421 +2 +0%
I
2044
INVST
Indiana
$3.17M +$43K +204 +1%
EAM
2045
EULAV Asset Management
Florida
$3.16M -$842K -3,999 -21%
BL
2046
Bleichroeder LP
New York
$3.16M – – –
MLM
2047
Mount Lucas Management
Pennsylvania
$3.16M -$2.82M -13,407 -47%
GSC
2048
G&S Capital
Colorado
$3.16M +$1.41M +6,717 +81%
HVP
2049
Hudson Value Partners
Florida
$3.16M +$6.74K +32 +0.2%
CFS
2050
Commonwealth Financial Services
West Virginia
$3.16M +$370K +1,756 +13%
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