We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SBWIC
2951
Schaper Benz & Wise Investment Counsel
Wisconsin
$230K +$202K +1,809 New
SLF
2952
Sun Life Financial
Ontario, Canada
$229K -$2.46K -22 -1%
HA
2953
Harborview Advisors
Maine
$229K +$202K +1,804 New
TCM
2954
Tradewinds Capital Management
Washington
$228K – – –
SWP
2955
ShoreHaven Wealth Partners
New Jersey
$228K +$201K +1,796 New
HIM
2956
Hanlon Investment Management
New Jersey
$227K +$200K +1,787 New
BSSFA
2957
Baron Silver Stevens Financial Advisors
Florida
$227K +$200K +1,790 New
FDS
2958
Freedom Day Solutions
Texas
$226K -$233K -2,086 -54%
CYG
2959
Clean Yield Group
Vermont
$225K +$7.04K +63 +4%
NWA
2960
New World Advisors
Massachusetts
$225K +$27.9K +250 +12%
ACM
2961
AlphaStar Capital Management
North Carolina
$224K +$178K +1,596 New
CWA
2962
Clarus Wealth Advisors
Arizona
$224K +$181K +1,621 New
SAF
2963
Smith Anglin Financial
Texas
$224K +$197K +1,761 New
WCM
2964
Wallace Capital Management
Texas
$223K +$196K +1,754 New
PA
2965
Parkside Advisors
California
$223K +$196K +1,756 New
PC
2966
Prairiewood Capital
North Dakota
$222K +$195K +1,748 New
ICM
2967
Intrepid Capital Management
Florida
$221K +$194K +1,736 New
TWM
2968
TMD Wealth Management
Arizona
$221K +$195K +1,741 New
PCTC
2969
Perkins Coie Trust Company
Washington
$219K -$27.5K -246 -13%
LFS
2970
Legacy Financial Strategies
Kansas
$219K +$192K +1,720 New
AF
2971
Apexium Financial
Texas
$218K +$192K +1,714 New
HI
2972
Humankind Investments
New York
$218K +$192K +1,715 New
LFG
2973
Lazard Frères Gestion
France
$218K +$194K +1,739 New
AA
2974
Advisory Alpha
Michigan
$217K +$15.4K +138 +9%
PHAM
2975
Palisades Hudson Asset Management
Florida
$217K +$191K +1,711 New
117 118
119
120 121