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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
2026
Arbor Trust Wealth Advisors
Michigan
$4.86M -$402K -1,575 -9%
CBT
2027
Central Bank & Trust
Kentucky
$4.86M -$126K -494 -3%
DAL
2028
Delta Accumulation LLC
California
$4.85M +$5.87M +23,000 +575,000%
OF
2029
Outfitter Financial
Maine
$4.84M -$108K -425 -2%
VFM
2030
Vision Financial Markets
Connecticut
$4.84M +$510 +2 +0%
SC
2031
Searle & Co
Connecticut
$4.83M -$4.34K -17 -0.1%
CV
2032
Counterweight Ventures
North Carolina
$4.83M +$145K +570 +4%
BCA
2033
Bay Colony Advisors
Massachusetts
$4.82M +$6.89K +27 +0.2%
CPBTD
2034
Central Pacific Bank - Trust Division
Hawaii
$4.82M -$29.6K -116 -0.7%
CPIA
2035
Cornell Pochily Investment Advisors
New York
$4.82M +$128K +502 +3%
VCAM
2036
Van Cleef Asset Management
Ohio
$4.82M -$56.1K -220 -1%
MWA
2037
Moser Wealth Advisors
Washington
$4.81M +$50.5K +198 +1%
KF
2038
Krilogy Financial
Missouri
$4.8M +$151K +591 +4%
BHBT
2039
Burke & Herbert Bank & Trust
Virginia
$4.79M +$73K +286 +2%
KM
2040
KP Management
Minnesota
$4.79M – – –
BWM
2041
BlackDiamond Wealth Management
New York
$4.77M +$1.88M +7,384 +82%
RFA
2042
Register Financial Advisors
Georgia
$4.77M -$242K -950 -5%
TCM
2043
Tandem Capital Management
New Jersey
$4.77M -$39.6K -155 -0.9%
SAM
2044
Sawgrass Asset Management
Florida
$4.76M -$200K -783 -5%
PWPS
2045
Pinnacle Wealth Planning Services
Ohio
$4.75M +$13.3K +52 +0.3%
OL
2046
Optas LLC
Texas
$4.73M -$31.6K -124 -0.8%
CCM
2047
Condor Capital Management
New Jersey
$4.73M -$50K -196 -1%
EFSCE
2048
Enterprise Financial Services Corp (EFSC)
Missouri
$4.71M +$70.9K +278 +2%
PWM
2049
Peterson Wealth Management
Nevada
$4.71M +$4.15M +16,245 New
CBT
2050
Crews Bank & Trust
Florida
$4.71M +$9.44K +37 +0.2%
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