We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1526
Schooner Investment Group
Pennsylvania
$613K -$156K -2,500 -20%
CHJWM
1527
Carlton Hofferkamp & Jenks Wealth Management
Texas
$611K -$397K -6,362 -39%
Lido Advisors
1528
Lido Advisors
California
$609K +$186K +2,985 +44%
RP
1529
Rowlandmiller & Partners
Georgia
$603K +$27.2K +435 +5%
TAM
1530
Taylor Asset Management
Ontario, Canada
$603K +$81.2K +1,300 +15%
CCA
1531
Catalyst Capital Advisors
New York
$600K -$2.81M -45,000 -82%
RB
1532
Rodgers Brothers
Pennsylvania
$600K +$62 +1 +0%
PWAP
1533
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$598K +$37.5K +601 +7%
LWA
1534
Lebenthal Wealth Advisors
New York
$597K +$600K +9,608 New
MA
1535
MCF Advisors
Kentucky
$596K +$7.31K +117 +1%
PAM
1536
Palisade Asset Management
Minnesota
$595K +$12.5K +200 +2%
BA
1537
Bristlecone Advisors
Washington
$590K -$69.2K -1,108 -10%
AWM
1538
AllSquare Wealth Management
New York
$589K -$43.7K -699 -7%
PA
1539
Probity Advisors
Texas
$584K +$587K +9,398 New
MC
1540
Miles Capital
Iowa
$577K -$911K -14,586 -61%
HHGA
1541
Halbert Hargrove Global Advisors
California
$577K -$54.8K -877 -9%
SAS
1542
Stelac Advisory Services
New York
$577K +$580K +9,285 New
WC
1543
Whitnell & Co
Illinois
$570K +$187 +3 +0%
WA
1544
Wheatland Advisors
Pennsylvania
$569K -$24.7K -396 -4%
CT
1545
Coastline Trust
Rhode Island
$567K +$3.12K +50 +0.6%
CPO
1546
Cerity Partners OCIO
New York
$565K -$53.1K -850 -8%
BAM
1547
Brave Asset Management
New Jersey
$563K +$46.3K +741 +9%
SWA
1548
Sutton Wealth Advisors
Florida
$563K +$41.2K +660 +8%
HB
1549
Homrich & Berg
Georgia
$560K -$227K -3,640 -29%
HIC
1550
Holderness Investments Company
North Carolina
$560K -$18.8K -301 -3%