JPM Insider Trading

Insider Ownership Percentage: 0.41%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $34,710,393.66

JPMorgan Chase & Co. Insider Trading History Chart

This chart shows the insider buying and selling history at JPMorgan Chase & Co. by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

JPMorgan Chase & Co. Share Price & Price History

Current Price: $340.75
Price Change: ▲ Price Increase of +3.714 (1.10%)
As of 11/2/2026 03:59 PM ET

This chart shows the closing price history over time for JPM up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

JPMorgan Chase & Co. Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/10/2026Robin LeopoldInsiderSell2,500$352.81$882,025.0071,047View SEC Filing Icon  
8/11/2026Robin LeopoldInsiderSell2,500$361.41$903,525.0073,547View SEC Filing Icon  
6/22/2026Stacey FriedmanGeneral CounselSell5,467$330.73$1,808,100.9140,961View SEC Filing Icon  
5/20/2026Stacey FriedmanGeneral CounselSell5,468$300.27$1,641,876.3646,428View SEC Filing Icon  
5/5/2026Jennifer PiepszakCOOSell4,919$309.42$1,522,036.9885,082View SEC Filing Icon  
5/5/2026Jeremy BarnumCFOSell3,022$309.41$935,037.0232,438View SEC Filing Icon  
4/15/2026Jennifer PiepszakCOOSell9,136$306.56$2,800,732.1690,001View SEC Filing Icon  
4/15/2026Jeremy BarnumCFOSell5,611$306.55$1,720,052.0535,460View SEC Filing Icon  
3/23/2026Robin LeopoldInsiderSell433$295.06$127,760.9864,920View SEC Filing Icon  
2/19/2026Robin LeopoldInsiderSell432$307.14$132,684.4865,353View SEC Filing Icon  
2/19/2026Troy L. RohrbaughCEOSell50,000$307.11$15,355,500.00111,279View SEC Filing Icon  
2/17/2026Jeremy BarnumCFOSell2,892$306.42$886,166.6423,804View SEC Filing Icon  
2/17/2026Stacey FriedmanGeneral CounselSell3,404$306.40$1,042,985.6061,949View SEC Filing Icon  
1/16/2026Jennifer PiepszakCOOSell8,571$312.79$2,680,923.0971,027View SEC Filing Icon  
1/16/2026Jeremy BarnumCFOSell2,893$312.79$904,901.4726,696View SEC Filing Icon  
1/16/2026Stacey FriedmanGeneral CounselSell3,404$312.80$1,064,771.2065,353View SEC Filing Icon  
11/7/2025Robin LeopoldInsiderSell966$311.92$301,314.7258,479View SEC Filing Icon  
9/2/2025Linda BammannDirectorSell9,500$297.94$2,830,430.0082,207View SEC Filing Icon  
6/5/2025Jennifer PiepszakCOOSell6,128$262.47$1,608,416.1662,455View SEC Filing Icon  
5/20/2025Stacey FriedmanGeneral CounselSell6,608$265.71$1,755,811.6836,520View SEC Filing Icon  
5/20/2025Stacey FriedmanGeneral CounselSell2,821$265.71$749,567.9168,757View SEC Filing Icon  
5/6/2025Jennifer PiepszakCOOSell6,129$250.76$1,536,908.0468,583View SEC Filing Icon  
5/6/2025Jeremy BarnumCFOSell40,014$250.77$10,034,310.7818,017View SEC Filing Icon  
5/6/2025Linda BammannDirectorSell9,500$250.00$2,375,000.0091,539View SEC Filing Icon  
4/9/2025Chase & Co JpmorganMajor ShareholderBuy14$3.67$51.3852,036,586View SEC Filing Icon  
3/24/2025Jennifer PiepszakCOOSell4,272$247.03$1,055,312.1650,197View SEC Filing Icon  
3/24/2025Robin LeopoldInsiderSell1,250$246.92$308,650.0049,127View SEC Filing Icon  
3/24/2025Troy L. RohrbaughCEOSell25,000$247.02$6,175,500.00133,381View SEC Filing Icon  
2/20/2025Jennifer PiepszakCOOSell4,273$269.85$1,153,069.0554,469View SEC Filing Icon  
2/20/2025Robin LeopoldInsiderSell1,250$270.09$337,612.5050,377View SEC Filing Icon  
2/20/2025Troy L. RohrbaughCEOSell37,500$269.84$10,119,000.00158,381View SEC Filing Icon  
1/16/2025Stacey FriedmanGeneral CounselSell3,303$253.94$838,763.8247,620View SEC Filing Icon  
6/10/2024Ashley BaconInsiderSell5,086$199.54$1,014,860.44212,265View SEC Filing Icon  
5/20/2024Lori A. BeerInsiderSell5,298$200.64$1,062,990.7246,375View SEC Filing Icon  
5/20/2024Stacey FriedmanGeneral CounselSell4,415$200.65$885,869.7542,124View SEC Filing Icon  
5/14/2024Marianne LakeCEOSell11,734$200.02$2,347,034.68122,740View SEC Filing Icon  
5/10/2024Robin LeopoldInsiderSell3,000$198.86$596,580.0044,113View SEC Filing Icon  
5/8/2024Ashley BaconInsiderSell5,086$193.64$984,853.04217,351View SEC Filing Icon  
5/8/2024Mary E ErdoesCEOSell15,895$193.66$3,078,225.70585,898View SEC Filing Icon  
5/6/2024Elena A. KorablinaInsiderSell21,829$190.91$4,167,374.396,484View SEC Filing Icon  
4/15/2024James DimonCEOSell178,222$184.18$32,824,927.96264,461View SEC Filing Icon  
3/25/2024Lori A. BeerInsiderSell3,920$195.36$765,811.2064,783View SEC Filing Icon  
2/22/2024James DimonCEOSell821,778$182.73$150,163,493.94595,316View SEC Filing Icon  
2/22/2024Lori A. BeerInsiderSell3,920$182.74$716,340.8044,996View SEC Filing Icon  
2/22/2024Stacey FriedmanGeneral CounselSell6,030$182.73$1,101,861.9059,456View SEC Filing Icon  
2/16/2024Ashley BaconInsiderSell3,368$179.00$602,872.00202,093View SEC Filing Icon  
2/16/2024Jennifer PiepszakCEOSell1,648$178.96$294,926.0832,819View SEC Filing Icon  
2/16/2024Peter ScherVice ChairmanSell1,810$178.96$323,917.6044,956View SEC Filing Icon  
1/16/2024Ashley BaconInsiderSell3,368$166.73$561,546.64205,461View SEC Filing Icon  
1/16/2024Jennifer PiepszakCEOSell1,649$166.59$274,706.9134,467View SEC Filing Icon  
1/16/2024Peter ScherVice ChairmanSell1,812$166.65$301,969.8046,766View SEC Filing Icon  
12/12/2023Marianne LakeCEOSell32,243$160.00$5,158,880.00131,962View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for JPMorgan Chase & Co. (NYSE:JPM)

71.55% of JPMorgan Chase & Co. stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at JPM by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

JPMorgan Chase & Co. Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2026Alta Advisers Ltd19,106$6.32M0.9%+78.8%0.001%Search for SEC Filing on Google Icon
11/2/2026Birchwood Financial Partners Inc.692$0.23M0.2%+338.0%0.000%Search for SEC Filing on Google Icon
11/2/2026Pine Haven Investment Counsel Inc3,616$1.20M0.8%-1.4%0.000%Search for SEC Filing on Google Icon
11/2/2026Pekin Hardy Strauss Inc.10,912$3.61M0.3%-2.0%0.000%Search for SEC Filing on Google Icon
11/2/2026ACR Alpine Capital Research LLC972,535$321.74M4.4%-0.5%0.037%Search for SEC Filing on Google Icon
11/2/2026Argonautica Private Wealth Management Inc.6,398$2.12M0.5%+0.8%0.000%Search for SEC Filing on Google Icon
11/2/2026Ullmann Wealth Partners Group LLC16,026$5.30M0.5%+1.0%0.001%Search for SEC Filing on Google Icon
11/2/2026SBK Financial Inc.4,011$1.33M0.6%-7.1%0.000%Search for SEC Filing on Google Icon
11/2/2026Westside Investment Management Inc.6,853$2.27M0.3%-2.5%0.000%Search for SEC Filing on Google Icon
11/2/2026Principle Wealth Partners LLC357,736$118.35M5.7%-0.1%0.013%Search for SEC Filing on Google Icon
11/2/2026Kestra Advisory Services LLC736,097$243.52M0.7%+6.9%0.028%Search for SEC Filing on Google Icon
11/2/2026Claro Advisors Inc.41,166$13.62M1.3%+1.9%0.002%Search for SEC Filing on Google Icon
11/2/2026REAP Financial Group LLC2,105$0.70M0.1%+10.6%0.000%Search for SEC Filing on Google Icon
11/2/2026Telos Capital Management Inc.63,995$21.17M1.9%-2.0%0.002%Search for SEC Filing on Google Icon
11/2/2026Genesis Private Wealth LLC2,314$0.77M0.2%-5.3%0.000%Search for SEC Filing on Google Icon
11/2/2026Gutierrez Wealth Advisory LLC616$0.20M0.1%N/A0.000%Search for SEC Filing on Google Icon
11/2/2026Quadcap Wealth Management LLC16,639$5.51M0.5%-7.5%0.001%Search for SEC Filing on Google Icon
11/2/2026Brady Family Wealth LLC21,869$7.24M2.1%+1.6%0.001%Search for SEC Filing on Google Icon
11/2/2026Paulson Wealth Management Inc.7,721$2.55M0.5%-1.6%0.000%Search for SEC Filing on Google Icon
11/2/2026StrongBox Wealth LLC25,702$8.50M2.3%-2.2%0.001%Search for SEC Filing on Google Icon
11/2/2026QTR Family Wealth LLC8,177$2.71M1.0%-0.8%0.000%Search for SEC Filing on Google Icon
11/2/2026Platform Technology Partners30,543$10.10M1.6%+0.1%0.001%Search for SEC Filing on Google Icon
11/2/2026Inscription Capital LLC10,932$3.62M0.4%-27.0%0.000%Search for SEC Filing on Google Icon
11/2/2026Quest 10 Wealth Builders Inc.1,065$0.35M0.3%+18.7%0.000%Search for SEC Filing on Google Icon
11/2/2026Commonwealth Equity Services LLC1,282,819$424.40M0.5%-4.2%0.048%Search for SEC Filing on Google Icon
11/2/2026TFB Advisors LLC3,633$1.20M0.5%+1.9%0.000%Search for SEC Filing on Google Icon
11/2/2026Wealth Dimensions Group Ltd.8,083$2.67M0.4%+6.4%0.000%Search for SEC Filing on Google Icon
11/2/2026Schmidt P J Investment Management Inc.29,187$9.66M1.5%+0.7%0.001%Search for SEC Filing on Google Icon
11/2/2026Collaborative Fund Advisors LLC7,475$2.47M1.3%+8.2%0.000%Search for SEC Filing on Google Icon
10/31/2026Pathway Financial Advisers LLC27,863$9.22M2.3%-0.2%0.001%Search for SEC Filing on Google Icon
10/31/2026Bfsg LLC25,388$8.40M0.7%-3.2%0.001%Search for SEC Filing on Google Icon
10/31/2026Jacksonville Wealth Management LLC802$0.27M0.1%-4.5%0.000%Search for SEC Filing on Google Icon
10/31/2026Boston Trust Walden Corp677,766$224.23M1.8%-6.7%0.025%Search for SEC Filing on Google Icon
10/31/2026Northeast Investment Management193,867$64.14M2.3%-0.5%0.007%Search for SEC Filing on Google Icon
10/31/2026Chicago Partners Investment Group LLC94,236$31.25M0.6%-2.3%0.004%Search for SEC Filing on Google Icon
10/31/2026Independent Investors Inc.53,754$17.78M3.1%-0.8%0.002%Search for SEC Filing on Google Icon
10/31/2026Jmac Enterprises LLC7,356$2.43M0.4%-7.5%0.000%Search for SEC Filing on Google Icon
10/31/2026Basso Capital Management L.P.4,684$1.55M0.3%+0.7%0.000%Search for SEC Filing on Google Icon
10/31/2026Richardson Financial Services Inc.5,859$1.94M1.1%-2.1%0.000%Search for SEC Filing on Google Icon
10/31/2026Verity Asset Management Inc.2,106$0.70M0.3%+2.4%0.000%Search for SEC Filing on Google Icon
10/31/2026Ascent Group LLC80,069$26.49M0.8%-1.9%0.003%Search for SEC Filing on Google Icon
10/31/2026Caldwell Trust Co66,304$21.94M1.7%-0.6%0.002%Search for SEC Filing on Google Icon
10/31/2026Signet Investment Advisory Group Inc.20,371$6.74M2.9%-2.6%0.001%Search for SEC Filing on Google Icon
10/31/2026JCIC Asset Management Inc.58,302$19.29M7.9%-9.0%0.002%Search for SEC Filing on Google Icon
10/31/2026Kelleher Financial Advisors9,715$3.21M0.9%-62.2%0.000%Search for SEC Filing on Google Icon
10/31/20263Chopt Investment Partners LLC17,508$5.79M1.0%+4.4%0.001%Search for SEC Filing on Google Icon
10/31/2026Trace Wealth Advisors LLC718$0.24M0.2%+7.0%0.000%Search for SEC Filing on Google Icon
10/31/2026Team Financial Group LLC150$50K0.0%N/A0.000%Search for SEC Filing on Google Icon
10/30/2026Compass Financial Management LLC12,213$4.04M0.4%+4.1%0.000%Search for SEC Filing on Google Icon
10/30/2026Sentry LLC5,922$1.96M0.7%-2.9%0.000%Search for SEC Filing on Google Icon
10/30/2026Focused Wealth Management Inc17,105$5.66M0.5%+7.1%0.001%Search for SEC Filing on Google Icon
10/30/2026Pzena Investment Management LLC341,131$112.86M0.3%+2.1%0.013%Search for SEC Filing on Google Icon
10/30/2026Southern Financial Group LLC1,838$0.61M0.2%-3.6%0.000%Search for SEC Filing on Google Icon
10/30/2026Mraz Amerine & Associates Inc.610$0.20M0.0%N/A0.000%Search for SEC Filing on Google Icon
10/30/2026Rakuten Investment Management Inc.477,115$159.82M0.4%+8.8%0.018%Search for SEC Filing on Google Icon
10/30/2026Parr Mcknight Wealth Management Group LLC41,045$13.58M1.6%-7.1%0.002%Search for SEC Filing on Google Icon
10/30/2026Westhampton Capital LLC5,144$1.70M0.8%-4.4%0.000%Search for SEC Filing on Google Icon
10/30/2026MFG Investments LLC1,917$0.63M0.7%N/A0.000%Search for SEC Filing on Google Icon
10/30/2026AIA Group Ltd123,746$40.94M0.5%-13.4%0.005%Search for SEC Filing on Google Icon
10/30/2026Third View Private Wealth LLC23,135$7.65M0.9%-6.6%0.001%Search for SEC Filing on Google Icon
10/30/2026Provenance Wealth Advisors LLC27,370$9.06M0.5%+1,775.9%0.001%Search for SEC Filing on Google Icon
10/30/2026Ackerman Capital Advisors LLC3,603$1.19M0.2%+6.0%0.000%Search for SEC Filing on Google Icon
10/30/2026One Day In July LLC4,817$1.59M0.1%-3.6%0.000%Search for SEC Filing on Google Icon
10/30/2026RFG Holdings Inc.1,472$0.49M0.1%-2.5%0.000%Search for SEC Filing on Google Icon
10/30/2026Hughes Financial Services LLC3,756$1.29M0.2%+1.2%0.000%Search for SEC Filing on Google Icon
10/30/2026TrinityBridge Ltd62,590$20.71M0.6%0.0%0.002%Search for SEC Filing on Google Icon
10/30/2026Lyell Wealth Management LP103,848$34.36M2.0%+0.3%0.004%Search for SEC Filing on Google Icon
10/30/2026Associated Banc Corp360,535$119.28M2.8%N/A0.014%Search for SEC Filing on Google Icon
10/30/2026Legacy CG LLC13,983$4.63M1.2%-24.4%0.001%Search for SEC Filing on Google Icon
10/30/2026Fischer Financial Services Inc.19,567$6.47M1.6%+0.2%0.001%Search for SEC Filing on Google Icon
10/30/2026Putney Financial Group LLC2,196$0.73M0.6%+3.9%0.000%Search for SEC Filing on Google Icon
10/30/2026Watershed Private Wealth LLC3,944$1.31M0.3%+71.3%0.000%Search for SEC Filing on Google Icon
10/30/2026Richwood Investment Advisors LLC2,796$0.93M0.7%+7.5%0.000%Search for SEC Filing on Google Icon
10/30/2026Integrity Alliance LLC.34,822$11.52M0.4%+1.7%0.001%Search for SEC Filing on Google Icon
10/30/2026Integrity Advisory Solutions LLC5,988$1.98M0.2%+47.2%0.000%Search for SEC Filing on Google Icon
10/30/2026Spectrum Wealth Advisory Group LLC971$0.32M0.1%-38.2%0.000%Search for SEC Filing on Google Icon
10/30/2026Reston Wealth Management LLC2,995$0.99M0.3%+3.3%0.000%Search for SEC Filing on Google Icon
10/30/2026NorthAvenue LLC229$76K0.1%-31.2%0.000%Search for SEC Filing on Google Icon
10/30/2026Mountain Pacific Investment Advisers LLC21,175$7.01M1.1%-1.1%0.001%Search for SEC Filing on Google Icon
10/30/2026Oregon Public Employees Retirement Fund326,818$108.12M1.2%-0.8%0.012%Search for SEC Filing on Google Icon
10/30/2026Gallacher Capital Management LLC1,296$0.43M0.4%-25.3%0.000%Search for SEC Filing on Google Icon
10/30/2026First Nebraska Trust Co39,170$12.96M1.1%N/A0.001%Search for SEC Filing on Google Icon
10/30/2026Stiles Financial Services Inc15,082$4.99M1.3%-0.4%0.001%Search for SEC Filing on Google Icon
10/30/2026BancFirst Trust & Investment Management722$0.24M0.1%-38.6%0.000%Search for SEC Filing on Google Icon
10/30/2026Evergreen Private Wealth LLC23,476$7.77M2.8%+0.6%0.001%Search for SEC Filing on Google Icon
10/30/2026IPG Investment Advisors LLC19,468$6.44M0.9%+39.0%0.001%Search for SEC Filing on Google Icon
10/30/2026Factory Mutual Insurance Co.514,875$170.34M1.5%-0.3%0.019%Search for SEC Filing on Google Icon
10/30/2026Carmel Capital Management L.L.C.61,837$20.46M4.8%-0.5%0.002%Search for SEC Filing on Google Icon
10/30/2026CrossGen Wealth LLC14,076$4.66M3.4%+1.6%0.001%Search for SEC Filing on Google Icon
10/30/2026Aware Super Pty Ltd as trustee of Aware Super331,897$109.80M1.5%+22.6%0.012%Search for SEC Filing on Google Icon
10/30/2026Challenger Wealth Management3,824$1.27M0.9%-3.4%0.000%Search for SEC Filing on Google Icon
10/30/2026Legacy Wealth Management LLC MS9,300$3.08M0.9%-6.3%0.000%Search for SEC Filing on Google Icon
10/30/2026Tucker Asset Management LLC2,702$0.89M0.2%+7.6%0.000%Search for SEC Filing on Google Icon
10/30/2026Bauman Advisory Group LLC1,619$0.54M0.3%-22.0%0.000%Search for SEC Filing on Google Icon
10/30/2026Eads & Heald Wealth Management10,388$3.44M1.7%-2.2%0.000%Search for SEC Filing on Google Icon
10/30/2026VCI Wealth Management LLC14,211$4.70M1.1%-4.6%0.001%Search for SEC Filing on Google Icon
10/30/2026Garde Capital Inc.5,506$1.82M0.1%-14.4%0.000%Search for SEC Filing on Google Icon
10/30/2026Gerber Kawasaki Wealth & Investment Management23,837$7.89M0.2%+5.7%0.001%Search for SEC Filing on Google Icon
10/30/2026Elevate Wealth Advisory Inc.1,116$0.37M0.2%+17.1%0.000%Search for SEC Filing on Google Icon
10/30/2026Torren Management LLC159$53K0.0%+28.2%0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
JPMorgan Chase & Co. logo
JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.
Read More on JPMorgan Chase & Co.

Today's Range

Now: $340.75
Low: $339.92
High: $342.43

50 Day Range

MA: $343.12
Low: $329.50
High: $362.11

52 Week Range

Now: $340.75
Low: $279.10
High: $366.50

Volume

5,975,154 shs

Average Volume

6,970,404 shs

Market Capitalization

$905.79 billion

P/E Ratio

14.71

Dividend Yield

1.95%

Beta

1.02

Who are the company insiders with the largest holdings of JPMorgan Chase & Co.?

JPMorgan Chase & Co.'s top insider investors include:
  1. Chase & Co Jpmorgan (Major Shareholder)
  2. James Dimon (CEO)
  3. Mary E Erdoes (CEO)
  4. Daniel E Pinto (CEO)
  5. Gordon Smith (CEO)
  6. Matthew E Zames (COO)
  7. James S Crown (Director)
  8. Douglas B Petno (CEO)
  9. Matthew Zames (COO)
  10. James Crown (Director)
Learn More about top insider investors at JPMorgan Chase & Co..

Who are the major institutional investors of JPMorgan Chase & Co.?

JPMorgan Chase & Co.'s top institutional shareholders include:
  1. Sumitomo Mitsui Trust Group Inc. — 0.21%
  2. Robeco Institutional Asset Management B.V. — 0.11%
  3. Ninety One UK Ltd — 0.07%
  4. Bank Julius Baer & Co. Ltd Zurich — 0.07%
  5. TD Waterhouse Canada Inc. — 0.07%
  6. Asset Management One Co. Ltd. — 0.05%
Learn More about top institutional investors of JPMorgan Chase & Co. stock.

Which major investors are selling JPMorgan Chase & Co. stock?

Within the previous quarter, JPM stock was sold by these institutional investors:
  1. International Assets Investment Management LLC
  2. Montrusco Bolton Investments Inc.
  3. Curated Wealth Partners LLC
  4. Sumitomo Mitsui Trust Group Inc.
  5. Motley Fool Asset Management LLC
  6. Ferguson Wellman Capital Management Inc.
  7. Ninety One UK Ltd
  8. Smith Group Asset Management LLC
Within the previous year, company insiders that have sold JPMorgan Chase & Co. company stock include:
  1. Troy L Rohrbaugh (CEO)
  2. Jennifer Piepszak (COO)
  3. Robin Leopold (Insider)
  4. Stacey Friedman (General Counsel)
  5. Jeremy Barnum (CFO)
Learn More investors selling JPMorgan Chase & Co. stock.

Which major investors are buying JPMorgan Chase & Co. stock?

In the previous quarter, JPM stock was acquired by institutional investors including:
  1. Mirae Asset Global Investments Co. Ltd.
  2. Associated Banc Corp
  3. Randolph Co Inc
  4. Quintet Private Bank Europe S.A.
  5. NBT Bank N.A.
  6. Aware Super Pty Ltd as trustee of Aware Super
  7. Kestra Advisory Services LLC
  8. West Wealth Group LLC