We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1576
Winch Advisory Services
Wisconsin
$4.01M +$61.3K +391 +2%
PFO
1577
Pathstone Family Office
New Jersey
$4.01M +$142K +905 +4%
SAMT
1578
Select Asset Management & Trust
Pennsylvania
$4M +$134K +855 +4%
WOC
1579
West Oak Capital
California
$4M -$8.62K -55 -0.2%
CSPAM
1580
Cary Street Partners Asset Management
Virginia
$3.98M -$42K -268 -1%
WR
1581
WD Rutherford
Oregon
$3.98M +$187K +1,190 +5%
FF
1582
FourThought Financial
Florida
$3.98M -$364K -2,319 -9%
HVP
1583
Hudson Value Partners
Florida
$3.97M -$145K -925 -4%
RAM
1584
Roanoke Asset Management
New Jersey
$3.97M +$32.3K +206 +0.9%
BL
1585
BFSG LLC
California
$3.96M +$34.5K +220 +0.9%
HA
1586
Harbor Advisors
Florida
$3.95M – – –
BCM
1587
Blume Capital Management
California
$3.95M -$75.4K -481 -2%
HWA
1588
HCR Wealth Advisors
California
$3.95M +$240K +1,528 +7%
KA
1589
Kovack Advisors
Florida
$3.94M +$332K +2,116 +10%
BOS
1590
Bank of Stockton
California
$3.94M +$38.6K +246 +1%
AL
1591
Aspiriant LLC
California
$3.93M -$32K -204 -0.8%
FHA
1592
Flagship Harbor Advisors
Massachusetts
$3.92M – – –
GCM
1593
Gables Capital Management
Florida
$3.9M -$65.1K -415 -2%
SAM
1594
Sawgrass Asset Management
Florida
$3.88M -$1.09M -6,959 -23%
RCA
1595
Resonant Capital Advisors
Wisconsin
$3.88M +$552K +3,521 +17%
MCM
1596
Manchester Capital Management
Vermont
$3.88M +$304K +1,942 +9%
SCI
1597
S&CO Inc
Massachusetts
$3.87M – – –
MIP
1598
Marietta Investment Partners
Wisconsin
$3.87M +$106K +677 +3%
CBA
1599
Coastal Bridge Advisors
Connecticut
$3.86M +$314 +2 +0%
NL
1600
NWAM LLC
Washington
$3.86M -$133K -850 -3%
62 63
64
65 66