We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3426
Poehling Capital Management
Wisconsin
$1.2M -$49.2K -162 -4%
RHDIC
3427
R.H. Dinel Investment Counsel
California
$1.2M – – –
PCI
3428
Planning Center Inc
Illinois
$1.2M +$124K +408 +11%
BSTWA
3429
Blake Schutter Theil Wealth Advisors
Ohio
$1.2M +$28.8K +95 +2%
PIS
3430
POM Investment Strategies
North Carolina
$1.2M +$1.21M +3,992 +4,158%
RIS
3431
Retirement Income Solutions
Michigan
$1.2M +$30K +99 +2%
MSWMA
3432
Market Street Wealth Management Advisors
Indiana
$1.2M +$48.9K +161 +4%
CC
3433
Cultivar Capital
Texas
$1.2M – – –
IAG
3434
Investment Advisory Group
Massachusetts
$1.2M +$7.28K +24 +0.6%
DCM
3435
Davidson Capital Management
Texas
$1.19M -$2.36M -7,760 -66%
CCM
3436
Charter Capital Management
Wisconsin
$1.19M +$198K +654 +19%
ABLA
3437
Alan B. Lancz & Associates
Ohio
$1.19M -$109K -358 -8%
TIM
3438
Total Investment Management
Arizona
$1.19M +$37K +122 +3%
SC
3439
Steph & Co
Wisconsin
$1.18M +$910 +3 +0.1%
DAM
3440
Doheny Asset Management
California
$1.18M – – –
BOM
3441
Bank of Marin
California
$1.18M -$24.3K -80 -2%
SGWM
3442
Sterling Group Wealth Management
California
$1.18M +$10K +33 +0.8%
LAS
3443
LWM Advisory Services
Florida
$1.18M -$105K -345 -8%
KWM
3444
Kingsman Wealth Management
Florida
$1.18M -$7.59K -25 -0.6%
DWM
3445
Dogwood Wealth Management
Kansas
$1.18M -$189K -623 -13%
WDA
3446
Wendell David Associates
New Hampshire
$1.18M – – –
FFG
3447
Fiduciary Financial Group
California
$1.18M -$117K -384 -9%
GA
3448
Greenhaven Associates
New York
$1.18M – – –
MHP
3449
Manatuck Hill Partners
Connecticut
$1.18M +$1.21M +4,000 New
BBPWM
3450
Blue Bell Private Wealth Management
Pennsylvania
$1.17M +$53.4K +176 +5%
136 137
138
139 140