We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RJTCONH
3201
Raymond James Trust Company of New Hampshire
New Hampshire
$286K +$309K +2,096 New
WG
3202
Winton Group
United Kingdom
$285K -$2.91M -19,721 -90%
MA
3203
MKT Advisors
California
$285K -$6.05K -41 -2%
GCM
3204
G2 Capital Management
Ohio
$285K – – –
RIM
3205
Rockbridge Investment Management
New York
$285K +$12.7K +86 +4%
DI
3206
Disciplined Investments
Oklahoma
$284K +$13.1K +89 +4%
TIA
3207
Tandem Investment Advisors
South Carolina
$283K -$263K -1,785 -46%
PCTC
3208
Perkins Coie Trust Company
Washington
$283K +$17K +115 +6%
CCA
3209
Conestoga Capital Advisors
Pennsylvania
$282K – – –
SAM
3210
Shikiar Asset Management
New York
$282K – – –
PSC
3211
Prentiss Smith & Co
Vermont
$282K +$26.6K +180 +10%
EA
3212
Elm Advisors
California
$281K -$229K -1,554 -43%
RHJA
3213
Rice Hall James & Associates
California
$281K -$28.2K -191 -8%
FPF
3214
First Pacific Financial
Washington
$281K – – –
PS
3215
Planned Solutions
California
$281K +$25.1K +170 +9%
F
3216
F3Logic
Minnesota
$280K +$295 +2 +0.1%
WFA
3217
Wipfli Financial Advisors
Wisconsin
$279K +$303K +2,050 New
CC
3218
Codex Capital
New York
$279K – – –
EF
3219
Exeter Financial
Arizona
$276K – – –
KC
3220
Kingfisher Capital
North Carolina
$276K +$30K +203 +11%
BWP
3221
Bernardo Wealth Planning
Pennsylvania
$276K +$97.6K +661 +48%
RIM
3222
Redwood Investment Management
Arizona
$275K -$889K -6,022 -75%
MA
3223
Mezzasalma Advisors
New Jersey
$275K -$10.3K -70 -3%
WFA
3224
Wellspring Financial Advisors
Ohio
$275K -$2.36K -16 -0.8%
NWM
3225
Nauset Wealth Management
Connecticut
$275K +$83.1K +563 +39%