We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RC
901
RBO & Co
California
$23.8M -$250K -840 -1%
UAS
902
United Asset Strategies
New York
$23.8M -$170K -571 -0.8%
FPAS
903
Focus Partners Advisor Solutions
Missouri
$23.8M +$2.8M +9,409 +14%
DF
904
DNCA Finance
France
$23.7M -$2.54M -8,548 -10%
NP
905
NorthRock Partners
Minnesota
$23.7M +$1.94M +6,519 +10%
CWM
906
Cabot Wealth Management
Massachusetts
$23.7M -$169K -568 -0.8%
JIR
907
James Investment Research
Ohio
$23.6M -$294K -990 -1%
LPT
908
Legacy Private Trust
Wisconsin
$23.5M +$2.88M +9,699 +15%
FFBTD
909
First Financial Bank - Trust Division
Ohio
$23.5M -$641K -2,156 -3%
WANY
910
Wealthspire Advisors (New York)
New York
$23.4M -$1.52M -5,098 -6%
ETC
911
Exchange Traded Concepts
Oklahoma
$23.4M +$5.58M +18,768 +34%
MGIA
912
Moneta Group Investment Advisors
Missouri
$23.3M +$264K +887 +1%
TCM
913
Tufton Capital Management
Maryland
$23.3M -$77.6K -261 -0.4%
Jacobs Levy Equity Management
914
Jacobs Levy Equity Management
New Jersey
$23.3M +$7.37M +24,784 +50%
CWM
915
Circle Wealth Management
New Jersey
$23.3M +$226K +761 +1%
KRSITF
916
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$23.1M -$2.93M -9,867 -12%
SWM
917
Spire Wealth Management
Virginia
$23M +$1.94M +6,528 +10%
HH
918
Hilltop Holdings
Texas
$23M -$714K -2,400 -3%
MC
919
Middleton & Co
Massachusetts
$22.9M -$1.12M -3,751 -5%
CK
920
Cohen Klingenstein
New York
$22.9M
PNAA
921
Pictet North America Advisors
Switzerland
$22.9M -$126K -425 -0.6%
CCG
922
Cypress Capital Group
Florida
$22.9M -$47K -158 -0.2%
FFP
923
FourThought Financial Partners
Florida
$22.9M -$529K -1,778 -2%
CIS
924
Connors Investor Services
Pennsylvania
$22.8M +$1.12M +3,751 +5%
MK
925
MASTERINVEST Kapitalanlage
$22.7M -$657K -2,209 -3%