We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BP
1376
Ballentine Partners
Massachusetts
$910K -$81K -1,236 -8%
PFM
1377
Phillips Financial Management
Indiana
$910K +$103K +1,576 +12%
PMFA
1378
Plante Moran Financial Advisors
Michigan
$907K +$37.5K +572 +4%
Capstone Investment Advisors
1379
Capstone Investment Advisors
New York
$902K +$970K +14,809 New
WP
1380
WMS Partners
Maryland
$901K -$693K -10,583 -42%
AEPG
1381
American Economic Planning Group
New Jersey
$901K +$66.6K +1,017 +7%
GJCM
1382
Grand Jean Capital Management
California
$900K +$38.6K +590 +4%
FUBT
1383
First United Bank & Trust
Maryland
$900K +$242K +3,700 +33%
Jacobs Levy Equity Management
1384
Jacobs Levy Equity Management
New Jersey
$898K -$246K -3,750 -20%
EHC
1385
Everett Harris & Co
California
$898K
RIG
1386
Roosevelt Investment Group
New York
$898K +$13.3K +203 +1%
PAM
1387
PT Asset Management
Illinois
$897K +$963K +14,706 New
AIM
1388
Aspen Investment Management
Michigan
$895K -$37.3K -570 -4%
MCM
1389
Manchester Capital Management
Vermont
$894K
MIS
1390
Morningstar Investment Services
Illinois
$893K +$201K +3,066 +26%
FC
1391
Forte Capital
New York
$892K +$6.55K +100 +0.7%
HHGA
1392
Halbert Hargrove Global Advisors
California
$887K -$1.07M -16,346 -53%
LC
1393
Loews Corp
New York
$886K -$14.7M -225,000 -94%
CCM
1394
CrestPoint Capital Management
Missouri
$884K -$13.1K -200 -1%
SFSG
1395
Stearns Financial Services Group
North Carolina
$883K +$29.4K +449 +3%
SCM
1396
Southport Capital Management
Tennessee
$883K +$101K +1,535 +12%
NFG
1397
Next Financial Group
Texas
$880K +$29.7K +454 +3%
SJIM
1398
St. Johns Investment Management
Florida
$880K +$51.2K +781 +6%
BEAM
1399
Baker Ellis Asset Management
Washington
$880K +$59.9K +915 +7%
JDR
1400
Jay D. Rosenbaum
$879K