We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3376
SFG Wealth Management
Maryland
$242K +$251K +1,526 New
HC
3377
Hoese & Co
Minnesota
$241K -$15.6K -95 -6%
WAOTB
3378
Wealth Advisors of Tampa Bay
Florida
$241K +$250K +1,522 New
OTPPB
3379
Ontario Teachers' Pension Plan Board
Ontario, Canada
$241K +$250K +1,525 New
MGAM
3380
McGowan Group Asset Management
Texas
$239K -$16.3K -99 -6%
GAM
3381
Garrison Asset Management
Arkansas
$239K – – –
SSC
3382
Syverson Strege & Co
Iowa
$239K +$21.3K +130 +9%
CPA
3383
Capital Performance Advisors
California
$239K +$270K +1,646 New
BLAM
3384
Bourne Lent Asset Management
New York
$238K – – –
CISOA
3385
Capital Investment Services of America
Wisconsin
$238K – – –
RIG
3386
RiverFront Investment Group
Virginia
$238K – – –
MAM
3387
Morse Asset Management
Connecticut
$237K -$315K -1,917 -56%
CC
3388
Colrain Capital
Massachusetts
$237K – – –
KL
3389
KWMG LLC
Kansas
$237K +$1.97K +12 +0.8%
TCM
3390
Tanaka Capital Management
New York
$235K -$55.5K -338 -19%
ACA
3391
Ascension Capital Advisors
Texas
$235K – – –
AFA
3392
American Financial Advisors
Georgia
$234K +$985 +6 +0.4%
WWG
3393
West Wealth Group
California
$233K +$242K +1,471 New
WRM
3394
Weybosset Research & Management
Rhode Island
$232K -$26.3K -160 -10%
BCA
3395
Biltmore Capital Advisors
New Jersey
$231K -$16.4K -100 -6%
HP
3396
HT Partners
Connecticut
$231K +$6.73K +41 +3%
NWM
3397
Nauset Wealth Management
Connecticut
$230K +$238K +1,452 New
AF
3398
Apexium Financial
Texas
$228K -$120K -729 -34%
DWMG
3399
DB Wealth Management Group
California
$227K +$164 +1 +0.1%
FWM
3400
Fortress Wealth Management
California
$227K +$236K +1,435 New
134 135
136
137 138