We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
B
676
Bailard
California
$13.9M -$2.8M -22,606 -16%
CWM
677
Cabot Wealth Management
Massachusetts
$13.8M -$53.5K -432 -0.4%
RAM
678
Rempart Asset Management
Canada
$13.8M +$312K +2,520 +2%
MAM
679
Martingale Asset Management
Massachusetts
$13.8M -$10.7M -86,272 -41%
AP
680
Advisor Partners
California
$13.7M +$73K +589 +0.5%
SP
681
Sarasin & Partners
United Kingdom
$13.7M -$104M -836,403 -87%
FPCM
682
Financial Partners Capital Management
New York
$13.6M +$99.1K +800 +0.7%
AMI
683
Amica Mutual Insurance
Rhode Island
$13.5M +$1.24M +10,000 +9%
BHIA
684
Birch Hill Investment Advisors
Massachusetts
$13.4M +$11.4K +92 +0.1%
GVAG
685
Great Valley Advisor Group
Delaware
$13.4M +$6.18M +49,891 +72%
MC
686
Miramar Capital
Illinois
$13.4M +$4.22M +34,080 +40%
VFA
687
Valeo Financial Advisors
Indiana
$13.3M -$31.8K -257 -0.2%
KFP
688
KMG Fiduciary Partners
Ohio
$13.3M +$526K +4,247 +4%
SGK
689
Steigerwald Gordon & Koch
Virginia
$13.3M +$312K +2,515 +2%
SAM
690
Shell Asset Management
Netherlands
$13.3M +$173K +1,399 +1%
PWP
691
Perfromance Wealth Partners
Illinois
$13.2M -$231K -1,866 -2%
GCAC
692
Guardian Capital Advisors (Canada)
Ontario, Canada
$13M +$1.13M +9,143 +8%
NW
693
NewEdge Wealth
Pennsylvania
$13M +$1.79M +14,459 +14%
KWM
694
Kingsview Wealth Management
Oregon
$12.9M +$1.3M +10,479 +10%
UAS
695
United Asset Strategies
New York
$12.9M -$2.2M -17,779 -13%
CWM
696
Curi Wealth Management
North Carolina
$12.9M +$249K +2,012 +2%
WB
697
Webster Bank
Connecticut
$12.8M -$271K -2,187 -2%
OMC
698
Overbrook Management Corp
New York
$12.8M -$256K -2,064 -2%
AC
699
Addenda Capital
Quebec, Canada
$12.8M -$97.6K -788 -0.7%
DMC
700
Drexel Morgan & Co
Pennsylvania
$12.7M +$30.2K +244 +0.2%
26 27
28
29 30