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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
2051
Investment Advisory Services
Texas
$4.91M -$64.9K -214 -1%
SC
2052
Searle & Co
Connecticut
$4.91M – – –
SICM
2053
Sustainable Insight Capital Management
New York
$4.9M +$1.26M +4,160 +33%
C
2054
Certuity
Florida
$4.89M -$628K -2,069 -11%
NI
2055
Natural Investments
California
$4.87M +$11.5K +38 +0.2%
BCM
2056
Brasada Capital Management
Texas
$4.87M +$146K +480 +3%
FFS
2057
Founders Financial Securities
Maryland
$4.86M -$628K -2,068 -12%
KM
2058
KP Management
Minnesota
$4.86M – – –
4WM
2059
44 Wealth Management
Oregon
$4.86M -$329K -1,083 -6%
BSA
2060
Bull Street Advisors
Georgia
$4.85M -$54.6K -180 -1%
RE
2061
Rydar Equities
Texas
$4.84M +$122K +403 +3%
VFA
2062
Voya Financial Advisors
Connecticut
$4.84M -$268K -884 -5%
VFM
2063
Vision Financial Markets
Connecticut
$4.83M -$49.5K -163 -1%
MIM
2064
Marshall Investment Management
Colorado
$4.82M +$286K +941 +6%
ZI
2065
ZEGA Investments
Florida
$4.81M +$13.7K +45 +0.3%
CCM
2066
Condor Capital Management
New Jersey
$4.79M +$32.8K +108 +0.7%
TCM
2067
Tandem Capital Management
New Jersey
$4.77M -$57.7K -190 -1%
RFA
2068
Resurgent Financial Advisors
Georgia
$4.75M -$186K -613 -4%
FCA
2069
FLC Capital Advisors
California
$4.74M +$63.1K +208 +1%
LFP
2070
Leeward Financial Partners
Washington
$4.74M +$2.4M +7,912 +96%
MC
2071
Martin & Co
Tennessee
$4.74M +$49.2K +162 +1%
PL
2072
Perpetual Ltd
Australia
$4.74M +$653K +2,151 +15%
CTC
2073
Cetera Trust Company
Minnesota
$4.73M -$235K -775 -5%
HVP
2074
Hudson Value Partners
Florida
$4.73M +$315K +1,037 +7%
BFPW
2075
BOK Financial Private Wealth
Colorado
$4.72M -$313K -1,033 -6%
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