We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
501
EP Wealth Advisors
California
$15.1M +$183K +3,042 +1%
CG
502
Colony Group
Massachusetts
$14.9M -$208K -3,452 -1%
SRC
503
Shufro Rose & Co
New York
$14.9M -$82.5K -1,371 -0.6%
CAM
504
Capstone Asset Management
Texas
$14.9M +$1.8M +29,945 +14%
QAM
505
QCI Asset Management
New York
$14.9M -$138K -2,289 -1%
QIM
506
Quantitative Investment Management
Virginia
$14.8M +$10M +166,900 +238%
FTIOP
507
Fiduciary Trust International of Pennsylvania
Pennsylvania
$14.8M +$373K +6,206 +3%
GLA
508
Great Lakes Advisors
Illinois
$14.6M +$406K +6,740 +3%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$14.6M +$10.5M +174,529 +301%
CPSAC
510
Chas P. Smith & Associates (CPS)
Florida
$14.5M +$524K +8,715 +4%
AIM
511
Avity Investment Management
Connecticut
$14.5M +$473K +7,860 +4%
SIP
512
Stoneridge Investment Partners
Pennsylvania
$14.3M -$114K -1,900 -0.8%
SCM
513
Sterling Capital Management
North Carolina
$14.2M +$46.3K +770 +0.3%
FIB
514
First Interstate Bank
Montana
$14.2M +$189K +3,149 +1%
ZA
515
Zweig Advisers
Connecticut
$14.1M
ABTD
516
Arvest Bank Trust Division
Oklahoma
$14.1M +$235K +3,899 +2%
CIS
517
Capital International Sarl
California
$14.1M -$1.98M -32,949 -13%
DADC
518
D.A. Davidson & Co
Montana
$14.1M +$838K +13,920 +7%
TSW
519
Thompson Siegel & Walmsley
Virginia
$14.1M -$710K -11,791 -5%
JWM
520
Jacobus Wealth Management
Wisconsin
$13.9M -$82K -1,362 -0.6%
ESBC
521
E.S. Barr & Co
Kentucky
$13.8M -$531K -8,827 -4%
RMA
522
Roffman Miller Associates
Pennsylvania
$13.8M +$130K +2,154 +1%
FAM
523
Fiduciary Asset Management
Missouri
$13.8M +$249K +4,140 +2%
CONA
524
Capital One National Association
New York
$13.7M -$572K -9,505 -4%
PAM
525
Private Asset Management
California
$13.7M +$190K +3,164 +1%