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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
NMIFOAC
551
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$37M
HAG
552
HighPoint Advisor Group
Illinois
$37M -$33.9K -188 -0.1%
MAA
553
Matrix Asset Advisors
New York
$36.9M -$4.33M -23,973 -12%
CCMIC
554
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$36.8M -$2.32M -12,863 -7%
ACI
555
Alpha Cubed Investments
California
$36.5M -$4.78M -26,503 -13%
LCS
556
Levin Capital Strategies
New York
$36.5M -$335K -1,859 -1%
DWM
557
Dakota Wealth Management
Florida
$36.3M +$7.11M +39,410 +28%
WAM
558
Wilsey Asset Management
California
$36M -$875K -4,850 -3%
CFG
559
Citizens Financial Group
Rhode Island
$36M +$216K +1,196 +0.7%
NFC
560
Northeast Financial Consultants
Connecticut
$35.9M +$211K +1,169 +0.7%
ACA
561
Aptus Capital Advisors
Alabama
$35.8M +$3.1M +17,168 +11%
IAA
562
Independent Advisor Alliance
North Carolina
$35.8M -$2.62M -14,510 -8%
EH
563
Equitable Holdings
New York
$35.7M +$161K +893 +0.5%
AAIM
564
American Assets Investment Management
California
$35.6M
BCP
565
Blue Chip Partners
Michigan
$35.5M -$659K -3,653 -2%
NP
566
NS Partners
United Kingdom
$35.5M -$841K -4,659 -3%
SFI
567
Susquehanna Fundamental Investments
Pennsylvania
$35.5M +$32M +177,156 New
ACA
568
Anchor Capital Advisors
Massachusetts
$35.2M -$4.04M -22,408 -11%
KIA
569
KCM Investment Advisors
California
$35.2M +$955K +5,294 +3%
AA
570
ALPS Advisors
Colorado
$35.2M +$218K +1,210 +0.7%
SSWM
571
Smith Salley Wealth Management
North Carolina
$35M -$8.58M -47,538 -21%
CTC
572
Central Trust Company
Missouri
$35M -$583K -3,230 -2%
JAFL
573
Jay A. Fishman Ltd
Michigan
$34.5M -$286K -1,585 -0.9%
CTI
574
Community Trust & Investment
Kentucky
$34.5M -$1.15M -6,373 -4%
Jones Financial Companies
575
Jones Financial Companies
Missouri
$34.2M +$6.55M +36,276 +27%