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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
601
Kestra Private Wealth Services
Texas
$16.5M +$3.19M +27,838 +21%
OSAM
602
O'Shaughnessy Asset Management
Connecticut
$16.5M +$1.38M +12,052 +8%
MC
603
Miramar Capital
Illinois
$16.4M +$846K +7,372 +6%
ECM
604
Evergreen Capital Management
Washington
$16.3M +$2.44M +21,303 +16%
Vanguard Personalized Indexing Management
605
Vanguard Personalized Indexing Management
California
$16.1M +$3.27M +28,528 +23%
ACA
606
Aptus Capital Advisors
Alabama
$16.1M +$1.79M +15,607 +11%
JAM
607
Jupiter Asset Management
United Kingdom
$16M +$823K +7,169 +5%
CFG
608
Citizens Financial Group
Rhode Island
$15.9M +$228K +1,985 +1%
IA
609
Integrity Advisory
Kansas
$15.9M +$5.85M +50,937 +50%
CIS
610
Capital International Sarl
California
$15.9M +$405K +3,531 +2%
AIM
611
Allen Investment Management
New York
$15.9M +$40.2K +350 +0.2%
BCM
612
Brookstone Capital Management
Illinois
$15.8M +$102K +890 +0.6%
FNBT
613
FineMark National Bank & Trust
Florida
$15.7M -$3.8M -33,092 -18%
WAS
614
Wesleyan Assurance Society
United Kingdom
$15.7M
NMERB
615
New Mexico Educational Retirement Board
New Mexico
$15.7M -$1.57M -13,700 -8%
MSE
616
MUFG Securities EMEA
United Kingdom
$15.5M +$17M +148,134 New
DMIC
617
Dixon Mitchell Investment Counsel
British Columbia, Canada
$15.4M -$274K -2,387 -2%
PCM
618
Parsons Capital Management
Rhode Island
$15.4M +$661K +5,763 +4%
ACIM
619
Azimuth Capital Investment Management
Michigan
$15.4M -$50.6K -441 -0.3%
AAS
620
Avantax Advisory Services
Texas
$15.1M +$927K +8,081 +6%
BRWA
621
B. Riley Wealth Advisors
Florida
$15M +$4.16M +36,218 +34%
LCM
622
Logan Capital Management
Pennsylvania
$15M -$152K -1,324 -0.9%
Jones Financial Companies
623
Jones Financial Companies
Missouri
$15M +$601K +5,236 +4%
BPC
624
Banque Pictet & Cie
Switzerland
$14.9M -$279K -2,430 -2%
ZCM
625
Ziegler Capital Management
Illinois
$14.9M -$422K -3,673 -3%