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JPMorgan Chase
JPM
JPM
331.42
USD
+1.84
0.56%
At close
Updated
Oct 8, 4:00 PM EDT
Pre-market
After hours
332.00
+0.58
0.18%
1 day
0.56%
5 days
-0.77%
1 month
-6.25%
3 months
0.24%
6 months
7.61%
Year to date
1.82%
1 year
9.01%
5 years
94.7%
10 years
382.84%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 3001 |
KFA
3001
Kays Financial Advisory
Atlanta,
Georgia
| – | -$117K | -837 | Closed |
|
| 3002 |
AFS
3002
Aft Forsyth & Sober
Valrico,
Florida
| – | -$87K | -625 | Closed |
|
| 3003 |
HCM
3003
Hillman Capital Management
Bethesda,
Maryland
| – | -$84K | -600 | Closed |
|
| 3004 |
PWP
3004
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$62K | -445 | Closed |
|
| 3005 |
PC
3005
Permanens Capital
New York
| – | -$50K | -360 | Closed |
|
| 3006 |
NG
3006
NWK Group
San Francisco,
California
| – | -$39K | -281 | Closed |
|
| 3007 |
LWA
3007
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$33K | -236 | Closed |
|
| 3008 |
LFASL
3008
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| – | -$26K | -190 | Closed |
|
| 3009 |
CI
3009
Cordant Inc
Portland,
Oregon
| – | -$13K | -96 | Closed |
|
| 3010 |
TFA
3010
Tobias Financial Advisors
Plantation,
Florida
| – | -$11K | -83 | Closed |
|
| 3011 |
NIM
3011
NuWave Investment Management
Parsippany,
New Jersey
| – | -$11K | -82 | Closed |
|
| 3012 |
FIA
3012
FNY Investment Advisers
New York
| – | +$121 | +1 | New |
|