We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
2751
Wilkins Investment Counsel
Massachusetts
$703K -$13.7K -100 -2%
STAS
2752
Strong Tower Advisory Services
Minnesota
$701K +$31.6K +231 +4%
CCM
2753
Carlson Capital Management
Minnesota
$700K +$2.74K +20 +0.4%
CF
2754
Copperwynd Financial
Arizona
$699K -$2.05M -14,933 -74%
TAIM
2755
TD Ameritrade Investment Management
Nebraska
$697K -$206K -1,505 -22%
DIM
2756
Delta Investment Management
California
$697K -$16.6K -121 -2%
CFO
2757
Callan Family Office
Pennsylvania
$697K +$432K +3,153 +144%
WLPWM
2758
Walled Lake Planning & Wealth Management
Illinois
$697K +$733K +5,347 New
BFA
2759
Buttonwood Financial Advisors
Maryland
$696K +$137 +1 +0%
CAM
2760
Cidel Asset Management
Ontario, Canada
$694K +$7.26K +53 +1%
SFM
2761
Spartan Fund Management
Canada
$692K +$137K +1,000 +23%
GWSG
2762
GPS Wealth Strategies Group
Colorado
$691K +$727K +5,304 New
WMC
2763
Westwood Management Corporation
Illinois
$691K -$132K -960 -15%
SOS
2764
Silver Oak Securities
Tennessee
$691K -$51.7K -377 -7%
SCA
2765
St. Clair Advisors
Ohio
$691K +$411K +3,000 +130%
MWM
2766
McNaughton Wealth Management
California
$690K -$20.3K -148 -3%
FMI
2767
F/M Investments
District of Columbia
$689K -$1.7M -12,425 -70%
RW
2768
Rede Wealth
Virginia
$689K +$274 +2 +0%
SIM
2769
SSI Investment Management
California
$689K -$707K -5,163 -49%
MFG
2770
Menard Financial Group
Texas
$688K -$53.2K -388 -7%
GCS
2771
Gordian Capital (Singapore)
Singapore
$688K -$101K -739 -12%
EFH
2772
Eaton Financial Holdings
Florida
$688K -$58.4K -426 -7%
VI
2773
Versor Investments
New York
$687K -$70.6K -515 -9%
HA
2774
Hofer & Associates
California
$683K – – –
TCM
2775
Tributary Capital Management
Nebraska
$683K -$13.7K -100 -2%
109 110
111
112 113