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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GPWA
2376
Great Point Wealth Advisors
Massachusetts
$483K -$4.46K -47 -0.9%
PGA
2377
Portland Global Advisors
Maine
$483K – – –
WEPOG
2378
Wealth Enhancement & Preservation of GA
Georgia
$482K -$233K -2,459 -31%
GA
2379
Geller Advisors
New York
$481K +$87.2K +919 +22%
BCM
2380
Brown Capital Management
Maryland
$479K -$95 -1 -0%
WIC
2381
Wilkins Investment Counsel
Massachusetts
$478K – – –
CAM
2382
Costello Asset Management
Pennsylvania
$478K +$482K +5,085 New
EA
2383
Emerald Advisors
Washington
$476K -$86.9K -916 -15%
BPGAM
2384
BTG Pactual Global Asset Management
Bermuda
$475K +$479K +5,051 New
KFA
2385
Kelleher Financial Advisors
New York
$473K -$46.9K -494 -9%
GG
2386
GenWealth Group
New Jersey
$473K -$1.42K -15 -0.3%
BFG
2387
Bouchey Financial Group
New York
$473K +$15K +158 +3%
CW
2388
CreativeOne Wealth
Kansas
$472K -$10.2K -107 -2%
MCA
2389
Mendon Capital Advisors
Florida
$470K -$664K -7,000 -58%
G
2390
Gainplan
Michigan
$470K +$474K +5,000 New
HAS
2391
HBW Advisory Services
California
$469K +$474K +4,991 New
FC
2392
Financial Consulate
Maryland
$468K -$5.6K -59 -1%
P
2393
&Partners
Tennessee
$466K -$101K -1,062 -18%
WDA
2394
Wendell David Associates
New Hampshire
$464K -$53.1K -560 -10%
VA
2395
Valmark Advisers
Ohio
$464K -$6.55K -69 -1%
GTAM
2396
Global Trust Asset Management
Florida
$464K +$468K +4,936 New
TIM
2397
Tortoise Investment Management
New York
$463K -$7.21K -76 -2%
GC
2398
Gilbert & Cook
Iowa
$461K +$16.1K +170 +4%
TF
2399
TRH Financial
Iowa
$461K +$469K +4,943 New
DIM
2400
Delta Investment Management
California
$460K +$23K +242 +5%
94 95
96
97 98