We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
2576
Monterey Private Wealth
California
$734K +$76.3K +486 +11%
P
2577
&Partners
Tennessee
$731K +$27.5K +175 +4%
DL
2578
DOHJ LLC
Washington
$727K -$47.1K -300 -6%
SDWMA
2579
Schneider Downs Wealth Management Advisors
Pennsylvania
$724K -$1.1K -7 -0.2%
MWM
2580
Merriman Wealth Management
Washington
$722K +$30.5K +194 +4%
FHC
2581
First Heartland Consultants
Missouri
$720K +$19.3K +123 +3%
TCOO
2582
Trust Company of Oklahoma
Oklahoma
$719K -$120K -762 -14%
WA1
2583
Wimmer Associates 1
California
$718K -$11.8K -75 -2%
ARMC
2584
American Research & Management Company
Massachusetts
$715K +$31.4K +200 +5%
RHDIC
2585
R.H. Dinel Investment Counsel
California
$714K – – –
JFGLC
2586
Johnson Financial Group LLC (Colorado)
Colorado
$713K +$175K +1,116 +32%
GG
2587
GenWealth Group
New Jersey
$712K -$76.3K -486 -10%
CAM
2588
Campion Asset Management
Virginia
$710K -$192K -1,220 -21%
AA
2589
Addison Advisors
Vermont
$710K +$717K +4,563 New
BRG
2590
Bay Rivers Group
Virginia
$709K -$15.7K -100 -2%
MIM
2591
Merrion Investment Management
New Jersey
$706K – – –
GC
2592
Garde Capital
Washington
$705K +$39.3K +250 +6%
SAA
2593
Southeast Asset Advisors
Georgia
$700K +$114K +725 +19%
AWM
2594
Avondale Wealth Management
Texas
$700K +$707K +4,500 New
MCA
2595
Morris Capital Advisors
Pennsylvania
$699K – – –
CCMW
2596
Cypress Capital Management (Wyoming)
Wyoming
$697K – – –
GWS
2597
Glassman Wealth Services
Virginia
$696K -$28.4K -181 -4%
RAM
2598
Riggs Asset Management
Pennsylvania
$694K +$15.7K +100 +2%
HWA
2599
HHM Wealth Advisors
Tennessee
$693K -$54.3K -346 -7%
MJRIC
2600
Mogy Joel R Investment Counsel
California
$691K – – –
102 103
104
105 106