JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AT
1351
American Trust
Kentucky
$8.91M -$66.5K -261 -0.7%
WWM
1352
Western Wealth Management
Colorado
$8.9M -$4.42M -17,343 -32%
FWP
1353
FAS Wealth Partners
Kansas
$8.88M +$196K +770 +2%
SIA
1354
Schechter Investment Advisors
Michigan
$8.88M -$1.57M -6,171 -15%
MA
1355
McBroom & Associates
Nevada
$8.85M -$128K -501 -1%
DIA
1356
Dean Investment Associates
Ohio
$8.84M -$971K -3,810 -10%
KJHP
1357
K.J. Harrison & Partners
Ontario, Canada
$8.79M -$6.82M -26,756 -43%
BFC
1358
Blue Fin Capital
Rhode Island
$8.79M -$1.02K -4 -0%
CM
1359
Churchill Management
California
$8.77M -$79K -310 -0.9%
SB
1360
Strategic Blueprint
Georgia
$8.76M +$520K +2,041 +6%
SFI
1361
SPC Financial Inc
Maryland
$8.76M -$319K -1,250 -3%
BRM
1362
Boston Research & Management
Massachusetts
$8.74M -$326K -1,280 -3%
CAM
1363
Columbia Asset Management
Michigan
$8.72M -$739K -2,899 -8%
TNBTD
1364
Trustmark National Bank Trust Department
Mississippi
$8.72M +$1.31M +5,149 +17%
BGC
1365
Beutel, Goodman & Co
Ontario, Canada
$8.71M +$9.05M +35,488 New
EM
1366
Excalibur Management
Massachusetts
$8.68M -$67.3K -264 -0.7%
ST
1367
Somerset Trust
Pennsylvania
$8.68M -$18.9K -74 -0.2%
GFA
1368
Gifford Fong Associates
California
$8.66M – – –
SC
1369
Skylands Capital
Wisconsin
$8.66M -$497K -1,950 -5%
WAM
1370
Werlinich Asset Management
Connecticut
$8.63M – – –
P
1371
Paradiem
Louisiana
$8.63M – – –
QI
1372
Qtron Investments
Massachusetts
$8.6M -$356K -1,398 -4%
LSA
1373
L & S Advisors
California
$8.58M -$2.99M -11,744 -25%
OPW
1374
Osprey Private Wealth
New York
$8.58M +$1.61M +6,300 +22%
FFN
1375
Focus Financial Network
Minnesota
$8.58M +$59.7K +234 +0.7%