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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1101
Annex Advisory Services
Wisconsin
$15.4M +$1.25M +4,106 +9%
BCM
1102
BlueCrest Capital Management
Jersey
$15.4M -$8.17M -26,936 -34%
MWA
1103
Meridian Wealth Advisors
Texas
$15.3M -$930K -3,063 -6%
SAM
1104
Smithbridge Asset Management
Pennsylvania
$15.3M -$11M -36,242 -41%
MC
1105
Miramar Capital
Illinois
$15.3M +$197K +650 +1%
OL
1106
one8zero8 LLC
North Carolina
$15.2M -$10.3K -34 -0.1%
GWMR
1107
GC Wealth Management RIA
Massachusetts
$15.2M +$496K +1,633 +3%
BPAMU
1108
BTG Pactual Asset Management US
New York
$15.2M -$1.23M -4,067 -7%
DAC
1109
Dividend Assets Capital
South Carolina
$15.2M -$886K -2,918 -5%
IAN
1110
Integrated Advisors Network
Texas
$15.1M -$1.36M -4,486 -8%
CCP
1111
Clough Capital Partners
Massachusetts
$15.1M -$197K -650 -1%
TFA
1112
Teamwork Financial Advisors
Texas
$15.1M -$1.21M -3,988 -7%
RFM
1113
Royal Fund Management
Florida
$15.1M +$132K +434 +0.9%
ISWM
1114
Intesa Sanpaolo Wealth Management
$15.1M -$442K -1,458 -3%
AWP
1115
Ascent Wealth Partners
New York
$15M +$424K +1,396 +3%
LOPW
1116
Live Oak Private Wealth
North Carolina
$15M -$136K -448 -0.9%
MWM
1117
Marietta Wealth Management
Georgia
$14.9M +$491K +1,618 +3%
AAP
1118
Arax Advisory Partners
Colorado
$14.9M -$822K -2,707 -5%
CM
1119
Castleark Management
Illinois
$14.9M +$1.79M +5,890 +13%
APP
1120
Avantax Planning Partners
Iowa
$14.8M -$223K -736 -1%
Capstone Investment Advisors
1121
Capstone Investment Advisors
New York
$14.8M +$15.1M +49,669 +6,409%
EWA
1122
EverSource Wealth Advisors
Alabama
$14.8M +$4.48M +14,771 +41%
TSW
1123
Thompson Siegel & Walmsley
Virginia
$14.8M -$6.11M -20,143 -29%
FM
1124
Foster & Motley
Ohio
$14.8M -$510K -1,679 -3%
MO
1125
McMillan Office
Michigan
$14.8M +$23.7K +78 +0.2%