We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1701
Wealthcare Capital Management
Virginia
$42K – – –
TIM
1702
Tortoise Investment Management
New York
$41K – – –
CP
1703
Corbenic Partners
Pennsylvania
$40K – – –
TFA
1704
Transamerica Financial Advisors
Florida
$39K – – –
TFMS
1705
Trust & Fiduciary Management Services
Massachusetts
$35K -$2.41K -44 -7%
CRCP
1706
Copper Rock Capital Partners
Massachusetts
$35K – – –
AFS
1707
Aft Forsyth & Sober
Florida
$31K – – –
FNYS
1708
First New York Securities
New York
$29K +$27.4K +500 New
NC
1709
NewSquare Capital
Pennsylvania
$28K – – –
DOA
1710
D'Orazio & Associates
Virginia
$28K +$26.2K +479 New
GXMC
1711
Global X Management Company
New York
$27K – – –
ST
1712
SpiderRock Trading
Illinois
$27K – – –
TCM
1713
TD Capital Management
Tennessee
$25K +$219 +4 +0.9%
UB
1714
UMB Bank
Missouri
$23.6K -$2.12M -38,707 -9%
PWAG
1715
Polaris Wealth Advisory Group
California
$19K – – –
EMA
1716
Efficient Market Advisors
California
$18K – – –
NHFG
1717
New Harbor Financial Group
Massachusetts
$18K – – –
SAM
1718
Solaris Asset Management
New York
$18K – – –
NIM
1719
NuWave Investment Management
New Jersey
$16K -$1.7K -31 -10%
WIC
1720
Willis Investment Counsel
Georgia
$14.7K -$383K -7,000 -3%
PCTC
1721
Perkins Coie Trust Company
Washington
$14K +$12.9K +235 New
PIM
1722
Parasol Investment Management
Illinois
$14K +$13.5K +246 New
OSAM
1723
O'Shaughnessy Asset Management
Connecticut
$12K -$7.51K -137 -41%
PFG
1724
Piershale Financial Group
Illinois
$12K +$55 +1 +0.5%
PFG
1725
Pacific Financial Group
Washington
$11K – – –
67 68
69
70 71