We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1401
Rockline Wealth Management
New York
$10.9M -$355K -1,143 -3%
AC
1402
Avestar Capital
New York
$10.8M -$62.4K -201 -0.6%
TPA
1403
Trivium Point Advisory
Connecticut
$10.8M +$1.56M +5,021 +18%
KFBMI
1404
Kentucky Farm Bureau Mutual Insurance
Kentucky
$10.8M – – –
FCMT
1405
Founders Capital Management (Texas)
Texas
$10.8M +$37.3K +120 +0.4%
ST
1406
Somerset Trust
Pennsylvania
$10.8M +$13.4K +43 +0.1%
CST
1407
Charles Schwab Trust
Nevada
$10.8M +$835K +2,689 +9%
ACM
1408
Aquatic Capital Management
Illinois
$10.7M +$705K +2,269 +7%
1M
1409
1248 Management
Missouri
$10.7M – – –
CAC
1410
Core Alternative Capital
Georgia
$10.7M -$932K -3,001 -8%
CCA
1411
Cooper Capital Advisors
California
$10.7M +$496K +1,596 +5%
GIA
1412
Guyasuta Investment Advisors
Pennsylvania
$10.7M +$18.3K +59 +0.2%
SL
1413
Sentinus LLC
Illinois
$10.6M +$542K +1,744 +6%
CA
1414
CoreCap Advisors
Michigan
$10.6M +$431K +1,389 +4%
GLR
1415
Great Lakes Retirement
Ohio
$10.5M +$408K +1,313 +4%
BRM
1416
Boston Research & Management
Massachusetts
$10.5M -$52.2K -168 -0.5%
SIA
1417
SeaBridge Investment Advisors
New Jersey
$10.5M +$28.6K +92 +0.3%
CPW
1418
Cove Private Wealth
New York
$10.5M +$270K +868 +3%
BBWA
1419
Bell & Brown Wealth Advisors
California
$10.5M -$70.8K -228 -0.7%
PTC
1420
Philadelphia Trust Company
Pennsylvania
$10.5M -$352K -1,135 -3%
CD
1421
Chapin Davis
Maryland
$10.5M +$159K +512 +2%
LHC
1422
Little House Capital
Massachusetts
$10.4M +$143K +462 +1%
MA
1423
McBroom & Associates
Nevada
$10.4M +$41.3K +133 +0.4%
GCA
1424
Greenwood Capital Associates
South Carolina
$10.4M -$433K -1,394 -4%
CAM
1425
Columbia Asset Management
Michigan
$10.4M -$399K -1,286 -4%
55 56
57
58 59