We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
1651
Curbstone Financial Management Corp
New Hampshire
$1.46M -$1.51M -14,950 -52%
MCM
1652
Manchester Capital Management
Vermont
$1.46M +$564K +5,570 +69%
PFM
1653
Phillips Financial Management
Indiana
$1.45M -$76.6K -757 -5%
SIM
1654
SSI Investment Management
California
$1.45M -$2.83K -28 -0.2%
VHAM
1655
Van Hulzen Asset Management
California
$1.45M +$486K +4,800 +55%
AWA
1656
Arete Wealth Advisors
Illinois
$1.45M +$532K +5,253 +63%
NWM
1657
Northwest Wealth Management
Iowa
$1.45M +$1.12M +11,046 +440%
TA
1658
Tiedemann Advisors
New York
$1.45M -$1.5M -14,812 -52%
BC
1659
Banced Corp
Illinois
$1.44M -$304 -3 -0%
TL
1660
TrueWealth LLC
Georgia
$1.44M +$1.37M +13,508 New
PP
1661
PagnatoKarp Partners
Virginia
$1.44M +$90.6K +895 +7%
SS
1662
Sunbelt Securities
Texas
$1.44M +$476K +4,703 +54%
WP
1663
WMS Partners
Maryland
$1.44M -$111K -1,094 -8%
WWM
1664
Windsor Wealth Management
Indiana
$1.44M +$1.36M +13,437 New
FHAM
1665
Folger Hill Asset Management
New York
$1.44M +$1.36M +13,441 New
VCM
1666
Versant Capital Management
Arizona
$1.44M +$961K +9,496 +242%
FIAS
1667
FinTrust Investment Advisory Services
South Carolina
$1.43M -$55.7K -550 -4%
RPC
1668
Rossmore Private Capital
Connecticut
$1.42M +$1.35M +13,324 New
WPC
1669
White Pine Capital
Minnesota
$1.42M
KFGK
1670
Keystone Financial Group (Kentucky)
Kentucky
$1.42M +$1.32M +13,039 New
RT
1671
Rockland Trust
Massachusetts
$1.4M +$390K +3,848 +42%
Carson Wealth (CWM LLC)
1672
Carson Wealth (CWM LLC)
Nebraska
$1.4M +$56.1K +554 +4%
TNAM
1673
Terra Nova Asset Management
New York
$1.39M +$116K +1,142 +10%
BO
1674
Bank OZK
Arkansas
$1.39M +$245K +2,423 +23%
SMH
1675
Sanders Morris Harris
Texas
$1.39M