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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OHS
2151
Odey Holdings (Switzerland)
Switzerland
$100K +$96.8K +1,050 New
NC
2152
NewSquare Capital
Pennsylvania
$98K +$46.2K +501 +95%
QI
2153
QV Investors
Alberta, Canada
$95K -$2.12M -22,980 -96%
AA
2154
AlphaMark Advisors
Kentucky
$95K – – –
GCM
2155
Grisanti Capital Management
New York
$90K +$87.1K +945 New
SAM
2156
Solaris Asset Management
New York
$88K – – –
SMG
2157
Spectrum Management Group
Indiana
$88K +$85.3K +925 New
TWMP
2158
Taylor Wealth Management Partners
Massachusetts
$86K – – –
LGWM
2159
Litman Gregory Wealth Management
California
$86K +$83K +900 New
TJHA
2160
Thomas J. Herzfeld Advisors
Florida
$79K +$369 +4 +0.5%
CFA
2161
Camarda Financial Advisors
Florida
$76K – – –
BC
2162
Blackhill Capital
New Jersey
$72K -$13.8K -150 -17%
LYV
2163
Live Your Vision
Pennsylvania
$72K – – –
PO
2164
Private Ocean
California
$71K – – –
APSP
2165
Asset Planning Services (Pennsylvania)
Pennsylvania
$71K +$10.4K +113 +18%
RPG
2166
Risk Paradigm Group
Texas
$70.3K -$132K -1,435 -66%
CP
2167
Corbenic Partners
Pennsylvania
$70K +$23.8K +258 +54%
BCI
2168
Brinker Capital Investments
Pennsylvania
$68K +$66.1K +717 New
DPA
2169
Delphi Private Advisors
California
$63K – – –
RFM
2170
Royal Fund Management
Florida
$60K +$13.8K +150 +31%
HS
2171
Horan Securities
United States
$57K +$92 +1 +0.2%
HL
2172
Harding Loevner
New Jersey
$54K – – –
AI
2173
ArchPoint Investors
Florida
$53K – – –
SA
2174
SRH Advisors
Kansas
$53K – – –
OAJ
2175
Ogorek Anthony Joseph
New York
$50K – – –
85 86
87
88 89