We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1026
Cutler Investment Counsel
Oregon
$5.46M +$5.51M +58,063 New
PCIA
1027
Prime Capital Investment Advisors
Kansas
$5.45M +$2.76M +29,142 +101%
IPW
1028
Inlet Private Wealth
Florida
$5.44M – – –
UFG
1029
United Fire Group
Iowa
$5.43M – – –
MCM
1030
Mengis Capital Management
Oregon
$5.42M +$269K +2,840 +5%
LWANC
1031
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.41M +$267K +2,811 +5%
HA
1032
Hamel Associates
New Jersey
$5.41M +$161K +1,700 +3%
SFS
1033
Strategic Financial Services
New York
$5.4M -$2.11M -22,197 -28%
BFPW
1034
BOK Financial Private Wealth
Colorado
$5.36M -$902K -9,503 -14%
EH
1035
Employers Holdings
Nevada
$5.36M +$694K +7,315 +15%
FCT
1036
Family Capital Trust
Massachusetts
$5.33M +$63.9K +673 +1%
FAT
1037
First American Trust
California
$5.31M +$111K +1,165 +2%
PTC
1038
Philadelphia Trust Company
Pennsylvania
$5.3M +$2.69M +28,343 +101%
FIB
1039
First Interstate Bank
Montana
$5.3M -$1.24M -13,100 -19%
LJAC
1040
L.J. Altfest & Co
New York
$5.29M +$1.25M +13,173 +31%
ISB
1041
Iowa State Bank
Iowa
$5.28M -$94.6K -997 -2%
JG
1042
Jefferies Group
New York
$5.26M -$9.76M -102,914 -65%
DWT
1043
Dorsey & Whitney Trust
South Dakota
$5.24M +$48.8K +514 +0.9%
BFM
1044
Boston Financial Management
Massachusetts
$5.23M -$8.92K -94 -0.2%
FMWA
1045
Forvis Mazars Wealth Advisors
Missouri
$5.23M +$612K +6,451 +13%
DAS
1046
Dynamic Advisor Solutions
Arizona
$5.23M +$306K +3,220 +6%
MC
1047
Miramar Capital
Illinois
$5.22M +$355K +3,744 +7%
LBD
1048
Landsberg Bennett & Dubbaneh
Florida
$5.21M +$437K +4,605 +9%
YL
1049
YCG LLC
Texas
$5.2M -$3.77M -39,713 -42%
FMC
1050
First Merchants Corp
Indiana
$5.19M +$220K +2,321 +4%
40 41
42
43 44