We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LWIC
1001
Leith Wheeler Investment Counsel
British Columbia, Canada
$20.6M -$1.37M -4,436 -6%
ISB
1002
Iowa State Bank
Iowa
$20.5M -$230K -744 -1%
NFG
1003
Nations Financial Group
Iowa
$20.5M +$2.19M +7,081 +13%
BONST
1004
Bank of Nova Scotia Trust
Ontario, Canada
$20.5M +$61.9K +200 +0.3%
NAAA
1005
New Age Alpha Advisors
New York
$20.4M -$3.8M -12,288 -16%
SFO
1006
Stenger Family Office
Illinois
$20.4M +$1.17M +3,765 +6%
JAM
1007
JCIC Asset Management
Ontario, Canada
$20.4M -$241K -777 -1%
MIC
1008
Means Investment Company
Maine
$20.4M -$428K -1,382 -2%
FNB
1009
Farmers National Bank
Kentucky
$20.4M +$833K +2,691 +4%
NG
1010
NatWest Group
United Kingdom
$20.4M +$9.65M +31,154 +97%
BRWA
1011
B. Riley Wealth Advisors
Florida
$20.2M -$825K -2,665 -4%
WAM
1012
Winslow Asset Management
Ohio
$20.2M -$181K -584 -0.9%
CAM
1013
Close Asset Management
United Kingdom
$20.2M -$859K -2,773 -4%
TW
1014
Trajan Wealth
Arizona
$20.1M +$1.05M +3,381 +6%
CCM
1015
Carmel Capital Management
California
$20.1M +$263K +850 +1%
LTI
1016
Laffer Tengler Investments
Tennessee
$20M +$652K +2,106 +4%
SB
1017
Simmons Bank
Arkansas
$20M +$111K +359 +0.6%
CWG
1018
Cornerstone Wealth Group
North Carolina
$20M +$245K +790 +1%
RC
1019
Roundview Capital
New Jersey
$20M -$126K -406 -0.7%
SWP
1020
Strategic Wealth Partners
Ohio
$20M +$3.02M +9,755 +19%
TCBWMS
1021
Texas Capital Bank Wealth Management Services
Texas
$19.9M +$5.06M +16,351 +36%
ERIC
1022
Eagle Rock Investment Company
Georgia
$19.9M -$4.33K -14 -0%
SBF
1023
Sara-Bay Financial
Florida
$19.9M +$12.1K +39 +0.1%
FA
1024
Fagan Associates
New York
$19.8M -$174K -561 -0.9%
CTC (Chicago Trading Company)
1025
CTC (Chicago Trading Company)
Illinois
$19.8M +$12.1M +39,010 +174%