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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Axxcess Wealth Management
California
$44.7M +$2.02M +6,515 +5%
CTI
652
Community Trust & Investment
Kentucky
$44.7M -$475K -1,528 -1%
7WCP
653
71 West Capital Partners
Massachusetts
$44.6M +$2.26M +7,285 +6%
FAB
654
First American Bank
Illinois
$44.6M +$63.4K +204 +0.1%
PIM
655
Penobscot Investment Management
Massachusetts
$44.4M -$337K -1,084 -0.8%
SBH
656
Segall Bryant & Hamill
Illinois
$44.3M +$8.42M +27,100 +25%
MMA
657
Miracle Mile Advisors
California
$44.3M +$504K +1,623 +1%
IAA
658
Independent Advisor Alliance
North Carolina
$44.2M +$1.28M +4,113 +3%
LI
659
LMCG Investments
Massachusetts
$44M -$1.01M -3,248 -2%
CI
660
Conning Inc
Connecticut
$43.9M -$778K -2,504 -2%
NMERB
661
New Mexico Educational Retirement Board
New Mexico
$43.9M +$2.3M +7,400 +6%
BMCM
662
Bryn Mawr Capital Management
Pennsylvania
$43.6M +$215K +691 +0.5%
Verition Fund Management
663
Verition Fund Management
Connecticut
$43.5M +$8.2M +26,416 +25%
MAA
664
Matrix Asset Advisors
New York
$43.5M -$510K -1,642 -1%
PWM
665
Perigon Wealth Management
California
$43.3M -$96.6K -311 -0.2%
VFA
666
Valeo Financial Advisors
Indiana
$42.8M -$198K -637 -0.5%
MAM
667
Martingale Asset Management
Massachusetts
$42.7M +$1.42M +4,562 +4%
AC
668
AlphaCore Capital
California
$42.7M +$11.2M +36,190 +38%
NCM
669
Narwhal Capital Management
Georgia
$42.4M -$71.7K -231 -0.2%
NRS
670
Neville Rodie & Shaw
New York
$42.1M -$532K -1,712 -1%
Squarepoint
671
Squarepoint
New York
$42.1M -$27.1M -87,140 -40%
GRP
672
Global Retirement Partners
California
$41.9M +$39.7M +127,872 New
OAM
673
Ostrum Asset Management
France
$41.5M +$112K +361 +0.3%
BCM
674
Bridgeway Capital Management
Texas
$41.4M +$990K +3,189 +3%
DI
675
DKRT Investments
$40.9M – – –