We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Curi Wealth Management
North Carolina
$14.6M -$2.4M -17,522 -13%
CAM
702
Congress Asset Management
Massachusetts
$14.6M +$14.9K +109 +0.1%
WS
703
Wedbush Securities
California
$14.6M -$662K -4,832 -4%
UAS
704
United Asset Strategies
New York
$14.6M -$337K -2,458 -2%
AFCM
705
Applied Finance Capital Management
Puerto Rico
$14.6M +$76.5K +558 +0.5%
JPMIA
706
J.P. Marvel Investment Advisors
Massachusetts
$14.5M -$11.1K -81 -0.1%
BCM
707
Bridgeway Capital Management
Texas
$14.4M -$711K -5,188 -4%
MIA
708
MainStreet Investment Advisors
Illinois
$14.3M +$93.9K +685 +0.6%
Squarepoint
709
Squarepoint
New York
$14.3M -$7.74M -56,454 -34%
TYCC
710
Texas Yale Capital Corp
Florida
$14.3M +$13.8K +101 +0.1%
PAS
711
Park Avenue Securities
New York
$14.3M +$7.4K +54 +0%
BWFA
712
Baltimore-Washington Financial Advisors
Maryland
$14.2M -$54.3K -396 -0.4%
GIM
713
Grassi Investment Management
California
$14.2M -$64.8K -473 -0.4%
WTB
714
Washington Trust Bank
Washington
$14.1M +$1.06M +7,738 +8%
AssetMark Inc
715
AssetMark Inc
California
$14.1M +$1.74M +12,681 +13%
PWP
716
Perfromance Wealth Partners
Illinois
$14.1M +$2.06K +15 +0%
CWM
717
Cabot Wealth Management
Massachusetts
$14.1M -$69.5K -507 -0.5%
SHFA
718
SS&H Financial Advisors
Michigan
$14.1M +$621K +4,534 +4%
AIM
719
Avity Investment Management
Connecticut
$14M -$556K -4,060 -4%
WB
720
Webster Bank
Connecticut
$14M -$454K -3,316 -3%
DT
721
Diversified Trust
Tennessee
$14M +$171K +1,246 +1%
CA
722
CSM Advisors
Pennsylvania
$14M +$1.05M +7,699 +8%
CTA
723
Colonial Trust Advisors
South Carolina
$13.9M -$219K -1,595 -1%
SIMG
724
Sonora Investment Management Group
Arizona
$13.9M +$408K +2,977 +3%
WC
725
Whitney & Co
New York
$13.8M +$227K +1,655 +2%