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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2251
Copperwynd Financial
Arizona
$512K +$34.5K +284 +5%
ACM
2252
Ategra Capital Management
Virginia
$507K +$85.2K +701 +14%
SF
2253
Summit Financial
New Jersey
$504K – – –
DFA
2254
Delta Financial Advisors
Louisiana
$503K +$120K +985 +21%
FCB
2255
First Command Bank
Texas
$500K -$15.4K -127 -2%
FCFS
2256
First Command Financial Services
Texas
$500K -$15.4K -127 -2%
AFIA
2257
America First Investment Advisors
Nebraska
$500K -$4.86K -40 -0.7%
PFO
2258
Pathstone Family Office
New Jersey
$500K +$102K +837 +18%
SAM
2259
Seelaus Asset Management
New Jersey
$498K -$145K -1,190 -18%
JWA
2260
JFS Wealth Advisors
Pennsylvania
$498K +$6.2K +51 +0.9%
OPPTF
2261
OPSEU Pension Plan Trust Fund
Ontario, Canada
$498K +$709K +5,832 New
KFA
2262
Kelleher Financial Advisors
New York
$497K +$35.7K +294 +6%
WDA
2263
Wendell David Associates
New Hampshire
$495K +$73.3K +603 +12%
PCTC
2264
Perkins Coie Trust Company
Washington
$495K +$109K +901 +20%
LIA
2265
LBMC Investment Advisors
Tennessee
$494K -$850 -7 -0.1%
LWP
2266
Legacy Wealth Planning
Nevada
$494K +$13.4K +110 +2%
FCFC
2267
First Citizens Financial Corp
Iowa
$490K +$67.8K +558 +11%
DCM
2268
Dimension Capital Management
Florida
$486K – – –
SA
2269
Shilanski & Associates
Alaska
$485K -$42.3K -348 -6%
AAP
2270
Arax Advisory Partners
Colorado
$485K +$45.2K +372 +7%
BHA
2271
Beech Hill Advisors
New York
$483K – – –
OFS
2272
Oldfather Financial Services
Nebraska
$483K +$1.22K +10 +0.2%
SPI
2273
Santori & Peters Inc
Pennsylvania
$482K -$15.1K -124 -2%
B
2274
Bellecapital
Switzerland
$481K -$106K -873 -14%
ECAM
2275
East Coast Asset Management
Massachusetts
$479K – – –
89 90
91
92 93