We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2526
Doheny Asset Management
California
$355K -$380K -4,000 -51%
IFG
2527
Investors Financial Group
Minnesota
$355K +$24.8K +261 +7%
MHR
2528
Matthew Hamilton Rosenberg
$355K +$28.5K +300 +9%
BCP
2529
Berkeley Capital Partners
Georgia
$354K -$265K -2,795 -43%
BAM
2530
Bellevue Asset Management
Washington
$354K – – –
JCM
2531
Jag Capital Management
Missouri
$354K – – –
SCA
2532
Stokes Capital Advisors
South Carolina
$354K +$357K +3,765 New
FWSM
2533
First Wilshire Securities Management
California
$352K -$8.73K -92 -2%
PLFAM
2534
Pineno Levin & Ford Asset Management
Virginia
$352K – – –
ACWM
2535
Adams Chetwood Wealth Management
North Carolina
$351K – – –
CC
2536
Callan Capital
California
$350K – – –
SCM
2537
Stonehearth Capital Management
Massachusetts
$350K -$54.6K -575 -14%
SL
2538
Summitry LLC
California
$349K +$3.04K +32 +0.9%
MFW
2539
Mosaic Family Wealth
Missouri
$349K +$19K +200 +6%
ACM
2540
Alethea Capital Management
Washington
$348K – – –
RC
2541
Rovin Capital
Arizona
$347K +$75.1K +792 +27%
DWA
2542
Dougherty Wealth Advisers
Minnesota
$346K +$664 +7 +0.2%
SWRP
2543
Summit Wealth & Retirement Planning
California
$345K -$19.9K -210 -5%
BFA
2544
Beacon Financial Advisory
Ohio
$345K +$66.5K +701 +24%
SWK
2545
Stephen W. Kidder
$342K – – –
CCT
2546
Capital City Trust
Florida
$339K -$109K -1,150 -24%
TF
2547
Trek Financial
Arizona
$338K -$6.36K -67 -2%
FP
2548
Financial Perspectives
Minnesota
$337K – – –
WWM
2549
WT Wealth Management
Arizona
$336K +$14.7K +155 +5%
SLA
2550
Silver Lake Advisory
Utah
$334K +$1.99K +21 +0.6%
100 101
102
103 104