We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FC
976
Fulcrum Capital
Washington
$5.95M -$215K -2,264 -3%
HT
977
Heritage Trust
Oklahoma
$5.94M +$841K +8,865 +16%
CFA
978
Carroll Financial Associates
North Carolina
$5.93M +$11.9K +125 +0.2%
WKWM
979
Walter & Keenan Wealth Management
Indiana
$5.91M +$5.18M +54,612 +664%
IA
980
Icon Advisers
Colorado
$5.91M -$3.39M -35,720 -36%
CAC
981
Core Alternative Capital
Georgia
$5.91M +$872K +9,193 +17%
TCM
982
Telos Capital Management
California
$5.9M +$295K +3,108 +5%
BMM
983
Buffington Mohr McNeal
Idaho
$5.9M +$51.1K +539 +0.9%
GIA
984
GHP Investment Advisors
Colorado
$5.9M -$77.5K -817 -1%
HFM
985
Hartford Financial Management
Connecticut
$5.89M -$369K -3,885 -6%
WTFG
986
Wells Trecaso Financial Group
Ohio
$5.88M +$211K +2,221 +4%
Cetera Investment Advisers
987
Cetera Investment Advisers
Illinois
$5.86M +$901K +9,499 +18%
TI
988
tru Independence
Oregon
$5.86M +$41.6K +438 +0.7%
JWM
989
JGP Wealth Management
Oregon
$5.86M +$88.6K +934 +2%
PWW
990
Pettyjohn Wood & White
Virginia
$5.84M +$91.1K +960 +2%
WCM
991
Windward Capital Management
California
$5.83M -$117K -1,236 -2%
TF
992
Tompkins Financial
New York
$5.81M +$197K +2,080 +3%
PGAM
993
Princeton Global Asset Management
New Jersey
$5.8M +$961K +10,131 +20%
TWMP
994
Taylor Wealth Management Partners
Massachusetts
$5.78M -$386K -4,073 -6%
FCH
995
Freestone Capital Holdings
Washington
$5.77M +$86.1K +907 +2%
LNC
996
Lincoln National Corp
Pennsylvania
$5.76M +$373K +3,927 +7%
III
997
Independent Investors Inc
New York
$5.76M
ACM
998
Alta Capital Management
Utah
$5.74M +$522K +5,499 +10%
RC
999
RegentAtlantic Capital
New Jersey
$5.74M +$811K +8,553 +16%
SIP
1000
Stoneridge Investment Partners
Pennsylvania
$5.74M -$759K -8,000 -12%