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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OF
2026
Outfitter Financial
Maine
$5.11M -$149K -500 -3%
VIP
2027
Viewpoint Investment Partners
Alberta, Canada
$5.1M – – –
CCWA
2028
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.1M -$945K -3,177 -16%
CBT
2029
Crews Bank & Trust
Florida
$5.07M -$44.9K -151 -0.9%
EFSCE
2030
Enterprise Financial Services Corp (EFSC)
Missouri
$5.07M -$55.3K -186 -1%
RP
2031
Raelipskie Partnership
Ontario, Canada
$5.06M -$38.7K -130 -0.8%
IFWM
2032
Institute for Wealth Management
Colorado
$5.06M -$22.3K -75 -0.5%
LI
2033
Lafayette Investments
Maryland
$5.05M -$11K -37 -0.2%
JWM
2034
Jessup Wealth Management
Ohio
$5.03M +$17.8K +60 +0.4%
LA
2035
Legacy Advisors
Pennsylvania
$5.03M +$4.74M +15,931 New
FCA
2036
FLC Capital Advisors
California
$5.02M -$10.7K -36 -0.2%
CIP
2037
Convergence Investment Partners
Florida
$5.01M -$433K -1,455 -8%
CB
2038
CNB Bank
Pennsylvania
$5.01M +$130K +437 +3%
AGWCA
2039
Annis Gardner Whiting Capital Advisors
Florida
$5M +$328K +1,102 +7%
HDIM
2040
Hanson & Doremus Investment Management
Vermont
$4.99M -$400K -1,345 -8%
GA
2041
GoalVest Advisory
New York
$4.99M +$88.3K +297 +2%
TCPG
2042
Trivant Custom Portfolio Group
California
$4.99M -$33.6K -113 -0.7%
NPT
2043
National Philanthropic Trust
Pennsylvania
$4.99M +$278K +935 +6%
HAG
2044
HF Advisory Group
Maryland
$4.98M +$189K +637 +4%
BWM
2045
BCGM Wealth Management
Indiana
$4.98M -$737K -2,477 -14%
DA
2046
Dillon & Associates
Michigan
$4.95M -$32.4K -109 -0.7%
CIAS
2047
CFS Investment Advisory Services
New Jersey
$4.95M +$153K +515 +3%
TGAM
2048
TBH Global Asset Management
Tennessee
$4.95M +$54.4K +183 +1%
UWPG
2049
Ullmann Wealth Partners Group
Florida
$4.94M +$45.2K +152 +1%
VCP
2050
Verus Capital Partners
Arizona
$4.93M +$342K +1,151 +8%
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