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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
2251
Zions Bancorporation
Utah
$2.4M +$702K +3,888 +48%
JSW
2252
Journey Strategic Wealth
New Jersey
$2.4M +$468K +2,596 +28%
UM
2253
Ulysses Management
New York
$2.4M – – –
DI
2254
DAGCO Inc
Ohio
$2.4M +$1.8M +10,000 +507%
MIP
2255
Marietta Investment Partners
Wisconsin
$2.4M -$3.61K -20 -0.2%
SCG
2256
Sonata Capital Group
Washington
$2.39M +$81.2K +450 +4%
AC
2257
Aldebaran Capital
Indiana
$2.38M – – –
AWM
2258
Angeles Wealth Management
California
$2.37M +$236K +1,306 +12%
MCI
2259
MRP Capital Investments
Georgia
$2.37M +$13.9K +77 +0.7%
FA
2260
Financial Advisors
Massachusetts
$2.37M -$56.8K -315 -3%
NME
2261
Notis-McConarty Edward
$2.36M -$189K -1,050 -8%
MA
2262
MBA Advisors
Pennsylvania
$2.35M -$15.3K -85 -0.7%
ES
2263
Eagle Strategies
New York
$2.35M +$1.12M +6,204 +113%
EA
2264
Eudaimonia Advisors
Tennessee
$2.34M +$313K +1,733 +17%
SIP
2265
Stoneridge Investment Partners
Pennsylvania
$2.34M -$346K -1,918 -14%
TGAM
2266
TBH Global Asset Management
Tennessee
$2.33M +$185K +1,026 +10%
WA
2267
Waddell & Associates
Tennessee
$2.33M +$36.5K +202 +2%
WAM
2268
Weatherly Asset Management
California
$2.33M -$18K -100 -0.9%
TFA
2269
Transamerica Financial Advisors
Florida
$2.33M -$1.69M -9,357 -45%
AC
2270
ASB Consultores
Florida
$2.32M +$1.36M +7,512 +184%
FI
2271
Financial Insights
Washington
$2.32M +$32.5K +180 +2%
AWA
2272
Acorn Wealth Advisors
Michigan
$2.32M -$41.3K -229 -2%
PF
2273
Prosperitas Financial
California
$2.32M +$230K +1,273 +12%
KA
2274
Klingman & Associates
New York
$2.31M +$33.2K +184 +2%
BFO
2275
Biltmore Family Office
North Carolina
$2.31M +$88.8K +492 +4%
89 90
91
92 93