We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
2701
Private Wealth Strategies
Ohio
$252K +$232K +1,806 New
SICM
2702
Sustainable Insight Capital Management
New York
$251K -$12.8K -100 -5%
OHS
2703
Odey Holdings (Switzerland)
Switzerland
$251K – – –
W
2704
WealthStone
Ohio
$250K -$455K -3,550 -67%
GAM
2705
Garrison Asset Management
Arkansas
$250K – – –
ICM
2706
Islay Capital Management
Texas
$250K +$230K +1,791 New
LAM
2707
L2 Asset Management
Massachusetts
$250K +$230K +1,791 New
VFP
2708
Verus Financial Partners
Virginia
$250K +$230K +1,792 New
MAA
2709
Mraz Amerine & Associates
California
$249K – – –
CCP
2710
Clarkston Capital Partners
Michigan
$248K – – –
NA
2711
Navellier & Associates
Nevada
$248K +$228K +1,781 New
MWC
2712
MKD Wealth Coaches
Michigan
$247K – – –
22CM
2713
20/20 Capital Management
California
$247K +$230K +1,792 New
EPA
2714
Element Pointe Advisors
Florida
$245K – – –
EWA
2715
ERTS Wealth Advisors
Michigan
$244K +$128 +1 +0.1%
CCIM
2716
Chapwood Capital Investment Management
Texas
$243K +$223K +1,740 New
PA
2717
Paragon Advisors
Texas
$241K +$227K +1,771 New
DC
2718
Derby & Company
Massachusetts
$240K – – –
CIA
2719
Compass Ion Advisors
Pennsylvania
$239K +$220K +1,718 New
RCG
2720
Ruane, Cunniff & Goldfarb
New York
$238K – – –
WLIM
2721
White Lighthouse Investment Management
Massachusetts
$238K +$219K +1,709 New
SFPG
2722
Stonebridge Financial Planning Group
Florida
$237K +$218K +1,700 New
MA
2723
Modus Advisors
Minnesota
$236K +$217K +1,690 New
JSC
2724
Jackson Square Capital
California
$236K +$217K +1,694 New
STB
2725
S&T Bank
Pennsylvania
$235K +$216K +1,687 New
107 108
109
110 111