We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1251
Providence Capital Advisors
North Carolina
$5.4M +$117K +854 +2%
PTC
1252
Philadelphia Trust Company
Pennsylvania
$5.39M -$3.39M -24,715 -37%
SMA
1253
Sage Mountain Advisors
Georgia
$5.39M +$4.21M +30,739 +289%
RC
1254
RBF Capital
California
$5.34M
CWS
1255
Confluence Wealth Services
Pennsylvania
$5.34M +$199K +1,456 +4%
SFP
1256
Shepherd Financial Partners
Massachusetts
$5.33M +$75.1K +548 +1%
GAG
1257
Goodman Advisory Group
Massachusetts
$5.32M +$1.17M +8,559 +27%
BWM
1258
BerganKDV Wealth Management
Minnesota
$5.3M +$311K +2,270 +6%
PA
1259
Profund Advisors
Maryland
$5.3M -$2.77M -20,205 -33%
BA
1260
Bristlecone Advisors
Washington
$5.29M -$94K -686 -2%
PCM
1261
Patient Capital Management
Maryland
$5.28M -$685K -5,000 -11%
OIM
1262
Opus Investment Management
Massachusetts
$5.26M
BCPWM
1263
Bradley & Co Private Wealth Management
Florida
$5.25M -$588K -4,290 -10%
ST
1264
Somerset Trust
Pennsylvania
$5.25M -$208K -1,520 -4%
UAM
1265
Unison Asset Management
Florida
$5.24M +$2.19K +16 +0%
CWM
1266
Chronos Wealth Management
Florida
$5.23M +$77.5K +566 +1%
VST
1267
Van Strum & Towne
California
$5.23M -$103K -750 -2%
OAM
1268
Ostrum Asset Management
France
$5.23M +$5.5M +40,124 New
CGL
1269
Clarius Group LLC
Washington
$5.22M +$172K +1,258 +3%
UFG
1270
United Fire Group
Iowa
$5.21M
CTC (Chicago Trading Company)
1271
CTC (Chicago Trading Company)
Illinois
$5.21M +$5.46M +39,838 +6,284%
CAL
1272
Capital Analysts LLC
Pennsylvania
$5.21M +$65.8K +480 +1%
WA
1273
Waverly Advisors
Alabama
$5.2M +$3.35M +24,476 +159%
HW
1274
Hedeker Wealth
Illinois
$5.19M -$37.5K -274 -0.7%
AIP
1275
Ameritas Investment Partners
Nebraska
$5.18M -$12.5K -91 -0.2%