We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1201
Trueblood Wealth Management
Ohio
$14M -$135K -454 -1%
BFS
1202
Bard Financial Services
Connecticut
$13.9M -$178K -600 -1%
NCM
1203
Nelson Capital Management
California
$13.9M +$667K +2,243 +5%
SAG
1204
SageView Advisory Group
California
$13.9M -$523K -1,760 -4%
KWA
1205
Kingswood Wealth Advisors
California
$13.9M +$4.15M +13,952 +47%
LIP
1206
Liontrust Investment Partners
United Kingdom
$13.9M +$13.1M +43,922 New
SCM
1207
Shelton Capital Management
Colorado
$13.8M +$1.4M +4,704 +12%
CHC
1208
City Holding Co
West Virginia
$13.8M +$359K +1,207 +3%
IB
1209
Intrust Bank
Kansas
$13.8M +$98.7K +332 +0.8%
PAMG
1210
Patton Albertson Miller Group
Tennessee
$13.8M -$326K -1,097 -2%
ERWM
1211
Elk River Wealth Management
Colorado
$13.8M -$51.8K -174 -0.4%
SC
1212
Syon Capital
California
$13.7M +$1.47M +4,944 +13%
JCM
1213
Jacobi Capital Management
Pennsylvania
$13.7M -$243K -818 -2%
RFA
1214
Rollins Financial Advisors
New York
$13.7M -$151K -508 -1%
PI
1215
Pettee Investors
Connecticut
$13.7M -$659K -2,215 -5%
PL
1216
Parthenon LLC
Kentucky
$13.7M +$137K +462 +1%
PT
1217
Plimoth Trust
Massachusetts
$13.7M -$637K -2,142 -5%
TIM
1218
Thompson Investment Management
Wisconsin
$13.6M -$578K -1,942 -4%
BSB
1219
Bangor Savings Bank
Maine
$13.6M -$176K -592 -1%
XF
1220
XML Financial
Maryland
$13.5M -$446K -1,500 -3%
CI
1221
CX Institutional
Indiana
$13.5M +$5.05M +16,994 +66%
PAG
1222
Private Advisory Group
Washington
$13.5M -$437K -1,470 -3%
XWM
1223
Xcel Wealth Management
Florida
$13.5M -$102K -343 -0.8%
SFG
1224
SevenBridge Financial Group
Pennsylvania
$13.5M -$552K -1,856 -4%
KA
1225
Kintegral Advisory
New York
$13.5M -$56.8K -191 -0.4%
47 48
49
50 51