We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
2776
Pin Oak Investment Advisors
Texas
$465K +$3.6K +25 +0.8%
OKSA
2777
O'Keefe Stevens Advisory
New York
$464K – – –
CIM
2778
Confluence Investment Management
Missouri
$464K +$36.1K +251 +9%
CC
2779
Capital Counsel
New York
$463K – – –
DJYG
2780
David J. Yvars Group
Florida
$462K +$54.8K +381 +14%
CRIG
2781
Charter Research & Investment Group
Connecticut
$461K – – –
BWM
2782
BT Wealth Management
Georgia
$460K -$21.3K -148 -5%
SC
2783
Sierra Capital
Florida
$459K +$434K +3,016 New
KCM
2784
Kathmere Capital Management
Pennsylvania
$457K -$6.19K -43 -1%
NPPM
2785
North Point Portfolio Managers
Ohio
$457K +$13.4K +93 +3%
PCM
2786
Pennsylvania Capital Management
Pennsylvania
$455K -$57.5K -400 -12%
HC
2787
Hourglass Capital
Texas
$455K – – –
AWAP
2788
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$454K -$144 -1 -0%
AWS
2789
Arkfeld Wealth Strategies
Nebraska
$450K -$78.4K -545 -16%
CCA
2790
Column Capital Advisors
Indiana
$449K -$4.6K -32 -1%
TFA
2791
Teamwork Financial Advisors
Texas
$449K +$32.9K +229 +8%
TS
2792
Tamar Securities
California
$448K +$6.91K +48 +2%
PCMK
2793
Paragon Capital Management (Kansas)
Kansas
$448K +$93.5K +650 +28%
AIS
2794
American Investment Services
Massachusetts
$447K – – –
GFPC
2795
Global Financial Private Client
Florida
$445K -$55.5K -386 -12%
AC
2796
Avenir Corporation
Virginia
$445K -$23.6K -164 -5%
GAM
2797
Gemmer Asset Management
California
$445K -$11.4K -79 -3%
SLWS
2798
Swaine & Leidel Wealth Services
Florida
$445K +$25.2K +175 +6%
PWM
2799
Praetorian Wealth Management
California
$445K +$43.2K +300 +11%
AWM
2800
Aevitas Wealth Management
Massachusetts
$444K -$15.8K -110 -4%
110 111
112
113 114