We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
776
Level Four Advisory Services
Texas
$23.7M +$124K +533 +0.5%
WTB
777
Washington Trust Bank
Washington
$23.5M -$1.55M -6,645 -6%
TW
778
TritonPoint Wealth
Maryland
$23.5M -$612K -2,628 -3%
TSW
779
Thompson Siegel & Walmsley
Virginia
$23.5M +$147K +629 +0.6%
FTWA
780
Fifth Third Wealth Advisors
Ohio
$23.5M +$1.77M +7,620 +8%
YC
781
Yarbrough Capital
Tennessee
$23.5M
IEFM
782
IQ EQ Fund Management
Ireland
$23.3M -$1.35M -5,790 -6%
CAM
783
Cidel Asset Management
Ontario, Canada
$23.3M -$225K -967 -1%
FSA
784
Fort Sheridan Advisors
Illinois
$23.2M +$209K +897 +0.9%
HCPC
785
Hamilton Capital Partners (Canada)
$23.2M +$2.46M +10,578 +12%
Assenagon Asset Management
786
Assenagon Asset Management
Luxembourg
$23.1M -$584K -2,506 -3%
TF
787
Talbot Financial
Washington
$23M -$90.6K -389 -0.4%
GP
788
Guardian Partners
Canada
$23M +$22M +94,615 New
MFG
789
Merit Financial Group
Georgia
$22.9M +$6.35M +27,264 +40%
GJCM
790
Grand Jean Capital Management
California
$22.9M -$77.1K -331 -0.3%
SCM
791
Shelton Capital Management
Colorado
$22.9M -$1.63M -7,002 -7%
AFG
792
Albion Financial Group
Utah
$22.9M -$155K -666 -0.7%
OHIS
793
Oak Harvest Investment Services
Texas
$22.9M -$1.03M -4,434 -4%
CA
794
CSM Advisors
Pennsylvania
$22.8M -$588K -2,523 -3%
BFA
795
Bragg Financial Advisors
North Carolina
$22.8M -$729K -3,130 -3%
SWM
796
Spire Wealth Management
Virginia
$22.8M +$212K +911 +1%
CIM
797
Courant Investment Management
Tennessee
$22.7M -$3.42M -14,695 -13%
M
798
MOTCO
Texas
$22.7M -$761K -3,266 -3%
JMFC
799
J.M. Forbes & Co
Massachusetts
$22.7M -$4.47M -19,209 -17%
TPCW
800
TD Private Client Wealth
New York
$22.6M -$48.4K -208 -0.2%