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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2201
One Charles Private Wealth Services
Massachusetts
$1.66M +$36.1K +241 +2%
SPWM
2202
Schrum Private Wealth Management
Florida
$1.66M +$899 +6 +0.1%
CFA
2203
Camarda Financial Advisors
Florida
$1.66M +$1.71M +11,414 New
AC
2204
AXQ Capital
New Jersey
$1.65M +$1.03M +6,900 +153%
CIM
2205
Caldwell Investment Management
Ontario, Canada
$1.65M – – –
GCC
2206
Game Creek Capital
Massachusetts
$1.65M -$131K -875 -7%
CA
2207
Carson Advisory
Georgia
$1.65M +$193K +1,290 +13%
PIMG
2208
Patriot Investment Management Group
Tennessee
$1.64M -$2.55K -17 -0.2%
OL
2209
Optas LLC
Texas
$1.64M -$33.1K -221 -2%
JFA
2210
JNBA Financial Advisors
Minnesota
$1.64M +$36.9K +246 +2%
HCM
2211
Highview Capital Management
Illinois
$1.64M -$6K -40 -0.4%
CRWM
2212
Castle Rock Wealth Management
California
$1.64M +$12.6K +84 +0.8%
SJIM
2213
St. Johns Investment Management
Florida
$1.64M -$13.3K -89 -0.8%
CRI
2214
Colonial River Investments
Virginia
$1.64M +$1.29M +8,626 +325%
PWMG
2215
Pinnacle Wealth Management Group
Michigan
$1.64M +$3K +20 +0.2%
PHS
2216
Pekin Hardy Strauss
Illinois
$1.63M -$300K -2,000 -15%
CG
2217
Clarus Group
Texas
$1.63M -$86.6K -578 -5%
BA
2218
Birinyi Associates
Connecticut
$1.63M +$150 +1 +0%
MCM
2219
Mainstay Capital Management
Michigan
$1.63M +$2.55K +17 +0.2%
CFG
2220
CKW Financial Group
Hawaii
$1.63M -$10.3K -69 -0.6%
TCB
2221
Texas Capital Bancshares
Texas
$1.63M -$10.3K -69 -0.6%
EWM
2222
Evergreen Wealth Management
Michigan
$1.63M +$23.5K +157 +1%
WAG
2223
Winthrop Advisory Group
Massachusetts
$1.63M +$7.5K +50 +0.4%
GC
2224
Gilbert & Cook
Iowa
$1.62M +$201K +1,343 +14%
WDL
2225
Well Done LLC
Michigan
$1.62M – – –
87 88
89
90 91