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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AEPG
1376
American Economic Planning Group
New Jersey
$860K -$474 -8 -0.1%
IR
1377
IAT Reinsurance
New York
$858K
EHC
1378
Everett Harris & Co
California
$858K +$90.8K +1,534 +12%
BI
1379
Boulegeris Investments
Georgia
$853K +$66.9K +1,130 +9%
FANJ
1380
Financial Architects (New Jersey)
New Jersey
$848K +$1.6K +27 +0.2%
BC
1381
Banced Corp
Illinois
$837K -$462K -7,799 -36%
NFG
1382
Next Financial Group
Texas
$837K -$770 -13 -0.1%
FWM
1383
Frontier Wealth Management
Missouri
$835K -$192K -3,250 -19%
GAM
1384
Griffin Asset Management
New York
$835K -$140K -2,360 -15%
PFM
1385
Phillips Financial Management
Indiana
$835K +$829 +14 +0.1%
PMFA
1386
Plante Moran Financial Advisors
Michigan
$824K -$25.3K -427 -3%
CASB
1387
Cape Ann Savings Bank
Massachusetts
$824K -$23.3K -393 -3%
KT
1388
Kanaly Trust
Texas
$824K -$10.5K -177 -1%
GHAM
1389
Gilman Hill Asset Management
Connecticut
$821K +$93.3K +1,575 +13%
QSS
1390
Quantitative Systematic Strategies
Florida
$817K +$794K +13,406 New
MIS
1391
Morningstar Investment Services
Illinois
$816K +$351K +5,921 +78%
GIA
1392
Granite Investment Advisors
New Hampshire
$812K -$69.6K -1,175 -8%
BFA
1393
Bragg Financial Advisors
North Carolina
$811K +$355 +6 +0%
AA
1394
Alesco Advisors
New York
$809K -$1.66K -28 -0.2%
SCM
1395
Southport Capital Management
Tennessee
$803K
AWS
1396
Aris Wealth Services
Pennsylvania
$799K +$65.1K +1,099 +9%
NL
1397
NWAM LLC
Washington
$797K +$5.21K +88 +0.7%
BEC
1398
Blue Edge Capital
Virginia
$796K +$12.1K +205 +2%
WC
1399
Whitnell & Co
Illinois
$792K -$136K -2,297 -15%
SJIM
1400
St. Johns Investment Management
Florida
$788K +$46.5K +785 +6%