We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1501
Berry Wealth Group
Texas
$5.09M +$4.54M +29,930 New
RWM
1502
Rockline Wealth Management
New York
$5.08M +$4.53M +29,874 New
BCM
1503
Buckhead Capital Management
Georgia
$5.08M +$224K +1,477 +5%
RBC
1504
Romano Brothers & Co
Illinois
$5.07M -$302K -1,990 -6%
FBFS
1505
First Business Financial Services
Wisconsin
$5.07M +$66.2K +437 +1%
EP
1506
Edgestream Partners
New Jersey
$5.07M +$3.07M +20,264 +213%
ANB
1507
Amarillo National Bank
Texas
$5.07M +$41.2K +272 +0.9%
EWA
1508
Exencial Wealth Advisors
Oklahoma
$5.06M +$148K +978 +3%
SACTSONJ
1509
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.05M – – –
MCM
1510
MV Capital Management
Maryland
$5.04M +$36.5K +241 +0.8%
LFA
1511
Lauterbach Financial Advisors
Texas
$5.02M +$31.8K +210 +0.7%
LOAMS
1512
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.02M +$1.1M +7,237 +32%
CAM
1513
Cidel Asset Management
Ontario, Canada
$5.01M +$3.67M +24,209 +462%
AL
1514
Aspiriant LLC
California
$5M +$120K +789 +3%
TSWM
1515
Triangle Securities Wealth Management
North Carolina
$4.99M +$12.3K +81 +0.3%
TPI
1516
Trust Point Inc
Wisconsin
$4.99M +$4.44M +29,321 New
RA
1517
RFG Advisory
Alabama
$4.99M -$22.4K -148 -0.5%
CAM
1518
Covenant Asset Management
New Jersey
$4.97M -$124K -818 -3%
EPW
1519
Evergreen Private Wealth
Colorado
$4.97M +$4.43M +29,221 New
PTP
1520
Platform Technology Partners
New York
$4.97M +$144K +953 +3%
HL
1521
HeadInvest LLC
Maine
$4.95M -$154K -1,017 -3%
ST
1522
Smithfield Trust
Pennsylvania
$4.95M +$49.1K +324 +1%
COI
1523
Connable Office Inc
Michigan
$4.95M -$135K -894 -3%
VT
1524
Vise Technologies
New York
$4.95M +$367K +2,419 +9%
PCA
1525
Peddock Capital Advisors
Massachusetts
$4.95M -$20.3K -134 -0.5%
59 60
61
62 63