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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JA
2076
JOYN Advisors
Georgia
$495K -$164K -1,448 -24%
VHAM
2077
Van Hulzen Asset Management
California
$493K -$1.03M -9,073 -67%
DIP
2078
DT Investment Partners
Pennsylvania
$493K +$12K +106 +2%
BIA
2079
BHK Investment Advisors
Alabama
$488K +$142K +1,254 +39%
TDC
2080
Thompson Davis & Co
Virginia
$487K +$474K +4,189 +1,745%
LI
2081
LVZ Inc
Michigan
$484K -$113K -999 -18%
RWA
2082
RGT Wealth Advisors
Texas
$483K +$119K +1,048 +31%
SFG
2083
SNS Financial Group
Minnesota
$476K -$170K -1,497 -26%
AIS
2084
American Investment Services
Massachusetts
$475K +$67.5K +596 +16%
RSVP
2085
Ramsay Stattman Vela & Price
Colorado
$474K – – –
TCOO
2086
Trust Company of Oklahoma
Oklahoma
$471K +$8.49K +75 +2%
SIM
2087
Sterling Investment Management
Arizona
$471K – – –
PCP
2088
Proficio Capital Partners
Massachusetts
$469K +$85.5K +755 +22%
IIA
2089
IPG Investment Advisors
California
$466K +$19.8K +175 +4%
SNBOSD
2090
Security National Bank of So Dak
Iowa
$465K +$75.5K +667 +19%
DBRC
2091
D.B. Root & Company
Pennsylvania
$465K +$159K +1,406 +50%
FSA
2092
Financial Services Advisory
Maryland
$465K +$479K +4,231 New
ACA
2093
Ackerman Capital Advisors
Texas
$461K +$15.5K +137 +3%
HPIA
2094
Hamilton Point Investment Advisors
North Carolina
$460K +$43.7K +386 +10%
HKIM
2095
Hayek Kallen Investment Management
Alabama
$457K +$112K +987 +31%
QT
2096
Quantbot Technologies
New York
$457K +$471K +4,161 New
MA
2097
Marshwinds Advisory
Georgia
$454K +$566 +5 +0.1%
WWMSC
2098
Wagner Wealth Management (South Carolina)
South Carolina
$451K +$113 +1 +0%
MC
2099
Menta Capital
California
$451K +$464K +4,100 New
CI
2100
Cambiar Investors
Colorado
$450K -$40K -353 -8%
82 83
84
85 86