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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ADBIC
2301
A.D. Beadell Investment Counsel
Wisconsin
$2.25M -$65.9K -365 -3%
MLA
2302
My Legacy Advisors
Oregon
$2.25M +$44.9K +249 +2%
SWK
2303
Stephen W. Kidder
$2.25M -$12.6K -70 -0.6%
SFS
2304
Summit Financial Strategies
Ohio
$2.25M -$9.02K -50 -0.4%
WMP
2305
Wealth Management Partners
Arizona
$2.24M -$50.9K -282 -2%
EAM
2306
Empirical Asset Management
Massachusetts
$2.24M +$2.92M +16,190 +1,137%
AA
2307
Auxano Advisors
Washington
$2.24M -$58.1K -322 -3%
HIIFS
2308
Harel Insurance Investments & Financial Services
Israel
$2.24M +$325K +1,801 +19%
WWM
2309
Wolff Wiese Magana
California
$2.24M -$194K -1,077 -9%
BA
2310
Birinyi Associates
Connecticut
$2.23M -$17.7K -98 -0.9%
ACM
2311
Arcataur Capital Management
Wisconsin
$2.23M +$1.04M +5,749 +106%
PWMG
2312
Pinnacle Wealth Management Group
Michigan
$2.23M -$23.8K -132 -1%
CWM
2313
Chesapeake Wealth Management
Virginia
$2.23M -$52.1K -289 -3%
NFA
2314
Northern Financial Advisors
Michigan
$2.23M +$2.89K +16 +0.1%
CAM
2315
Cacti Asset Management
Georgia
$2.23M – – –
HAM
2316
Harmony Asset Management
Arizona
$2.22M -$205K -1,138 -9%
ZF
2317
Zhang Financial
Michigan
$2.22M +$65.3K +362 +3%
BSAM
2318
Blue Square Asset Management
New York
$2.22M -$102K -567 -5%
PEA
2319
Park Edge Advisors
Ohio
$2.22M -$13.4K -74 -0.7%
CP
2320
Canopy Partners
Ohio
$2.22M -$1.71M -9,496 -46%
KMWM
2321
Keudell/Morrison Wealth Management
Oregon
$2.22M -$23.3K -129 -1%
EB
2322
Emprise Bank
Kansas
$2.21M +$1.99M +11,048 New
TCWM
2323
Total Clarity Wealth Management
Illinois
$2.21M +$320K +1,773 +19%
DI
2324
Diligent Investors
California
$2.21M -$29.4K -163 -1%
MCM
2325
Mainstay Capital Management
Michigan
$2.21M – – –
91 92
93
94 95