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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
2051
E Fund Management
China
$3.2M +$2.06M +11,392 +249%
FFS
2052
Founders Financial Securities
Maryland
$3.19M -$638K -3,537 -18%
CRA
2053
Clear Rock Advisors
Texas
$3.19M +$17K +94 +0.6%
BCFD
2054
Boit C.F. David
$3.19M – – –
KF
2055
Krilogy Financial
Missouri
$3.18M +$12.5K +69 +0.4%
MWM
2056
Marion Wealth Management
Pennsylvania
$3.18M +$12.6K +70 +0.4%
AWC
2057
Abundance Wealth Counselors
Pennsylvania
$3.18M -$11.7K -65 -0.4%
SICM
2058
Sustainable Insight Capital Management
New York
$3.17M +$18K +100 +0.6%
JGCM
2059
Joseph Group Capital Management
Ohio
$3.17M +$411K +2,280 +17%
DAM
2060
Delta Asset Management
Tennessee
$3.16M -$28.3K -157 -1%
CCG
2061
Chatham Capital Group
Georgia
$3.16M +$67.7K +375 +2%
PWAM
2062
Pinnacle West Asset Management
Wyoming
$3.16M -$16.2K -90 -0.6%
IF
2063
Ironwood Financial
Arizona
$3.15M +$5.41K +30 +0.2%
IFWM
2064
Institute for Wealth Management
Colorado
$3.15M -$84.3K -467 -3%
MLM
2065
Mount Lucas Management
Pennsylvania
$3.15M -$259K -1,437 -8%
IIA
2066
IPG Investment Advisors
California
$3.14M -$75.4K -418 -3%
HFP
2067
Holistic Financial Partners
Indiana
$3.14M +$30.3K +168 +1%
FFO
2068
Fiduciary Family Office
Florida
$3.14M +$192K +1,063 +7%
AWA
2069
Aaron Wealth Advisors
Illinois
$3.14M +$741K +4,109 +36%
WFG
2070
Wills Financial Group
Virginia
$3.14M +$198K +1,097 +8%
BSG
2071
Black Swift Group
Colorado
$3.13M -$486K -2,692 -15%
SIA
2072
Sage Investment Advisers
New York
$3.13M -$320K -1,773 -10%
CIC
2073
Chilton Investment Company
Connecticut
$3.12M -$31.6K -175 -1%
CV
2074
Counterweight Ventures
North Carolina
$3.11M +$483K +2,674 +21%
PFM
2075
Phillips Financial Management
Indiana
$3.11M +$42.9K +238 +2%
81 82
83
84 85