We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ETIA
3176
Epic Trust Investment Advisors
Washington
$306K +$120K +814 +57%
BBPWM
3177
Blue Bell Private Wealth Management
Pennsylvania
$304K – – –
LRIC
3178
Long Road Investment Counsel
Michigan
$304K +$329K +2,232 New
GCL
3179
Gouws Capital LLC
North Carolina
$303K -$44.3K -300 -12%
DAM
3180
Deltec Asset Management
New York
$303K – – –
FAN
3181
Financial Advisors Network
California
$302K +$13.3K +90 +4%
UCB
3182
United Community Bank
South Carolina
$300K -$28.8K -195 -8%
MF
3183
Manchester Financial
California
$298K -$13.3K -90 -4%
CFC
3184
Coyle Financial Counsel
Illinois
$298K +$1.33K +9 +0.4%
ESCM
3185
Echo Street Capital Management
New York
$297K -$406K -2,748 -56%
HNWA
3186
Henrickson Nauta Wealth Advisors
Michigan
$297K – – –
WFA
3187
Websterrogers Financial Advisors
South Carolina
$297K +$14.5K +98 +5%
DP
3188
Denver PWM
Colorado
$297K +$81K +549 +33%
WAOI
3189
Wealth Advisors of Iowa
Iowa
$295K +$320K +2,167 New
AFG
3190
Affinia Financial Group
Massachusetts
$294K -$10.6K -72 -3%
HCM
3191
Howard Capital Management
Georgia
$294K +$72.3K +490 +29%
ECAM
3192
East Coast Asset Management
Massachusetts
$292K – – –
I2I
3193
Insight 2811 Inc
Illinois
$292K +$7.38K +50 +2%
MWA
3194
Motive Wealth Advisors
Michigan
$292K +$39.3K +266 +14%
SNBOSCI
3195
Security National Bank of Sioux City Iowa
Iowa
$291K -$221K -1,500 -41%
PCMM
3196
Piedmont Capital Management (Montana)
Montana
$288K -$105K -711 -25%
AFIA
3197
America First Investment Advisors
Nebraska
$286K – – –
CFG
3198
Compton Financial Group
Maryland
$286K – – –
FC
3199
FCA Corp
Texas
$286K – – –
TWM
3200
Triton Wealth Management
Arizona
$286K – – –
126 127
128
129 130