We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1101
Asset Dedication LLC
California
$10.8M +$33.6K +172 +0.3%
GCA
1102
Greenwood Capital Associates
South Carolina
$10.8M -$179K -917 -2%
HB
1103
HTLF Bank
Colorado
$10.8M -$394K -2,016 -4%
CFA
1104
Capstone Financial Advisors
Illinois
$10.8M +$45.7K +234 +0.4%
PT
1105
Plimoth Trust
Massachusetts
$10.7M -$593K -3,032 -5%
BIM
1106
Baldwin Investment Management
Pennsylvania
$10.7M -$34.2K -175 -0.3%
BEAM
1107
Baker Ellis Asset Management
Washington
$10.7M -$31.3K -160 -0.3%
GIM
1108
Goelzer Investment Management
Indiana
$10.6M -$183K -936 -2%
SP
1109
Symmetry Partners
Connecticut
$10.6M -$473K -2,418 -4%
MC
1110
Miramar Capital
Illinois
$10.6M -$144K -738 -1%
AC
1111
Addenda Capital
Quebec, Canada
$10.6M -$1.31M -6,723 -11%
CIC
1112
Cutler Investment Counsel
Oregon
$10.6M -$31.1K -159 -0.3%
GLLW
1113
Graves Light Lenhart Wealth
Virginia
$10.6M -$1.17K -6 -0%
AA
1114
Apriem Advisors
California
$10.5M -$802K -4,101 -7%
NC
1115
NBW Capital
Massachusetts
$10.5M -$49.1K -251 -0.5%
CWM
1116
Compass Wealth Management
Connecticut
$10.5M -$71.6K -366 -0.7%
FC
1117
Fulcrum Capital
Washington
$10.5M -$203K -1,036 -2%
AFG
1118
Atomi Financial Group
New York
$10.5M +$1.3M +6,636 +15%
AWP
1119
Ascent Wealth Partners
New York
$10.4M -$98.3K -503 -1%
AG
1120
Ascent Group
Virginia
$10.4M +$576K +2,948 +6%
KLCM
1121
KG&L Capital Management
Louisiana
$10.4M -$151K -771 -1%
OCAM
1122
Onex Canada Asset Management
Ontario, Canada
$10.4M -$116K -591 -1%
FHA
1123
Flagship Harbor Advisors
Massachusetts
$10.4M +$1.41M +7,187 +16%
RWM
1124
Rench Wealth Management
Texas
$10.4M -$315K -1,610 -3%
EAMA
1125
EFG Asset Management (Americas)
Florida
$10.4M +$3.97M +20,311 +66%