We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1701
Alta Capital Management
Utah
$362K +$8.4K +129 +2%
WG
1702
Welch Group
Alabama
$361K +$32.6K +500 +10%
PIM
1703
Profit Investment Management
Maryland
$360K +$19.5K +299 +6%
WCM
1704
Windsor Capital Management
Arizona
$359K -$8.79K -135 -2%
BWP
1705
BSW Wealth Partners
Colorado
$359K +$354K +5,433 New
CPS
1706
Counsel Portfolio Services
Ontario, Canada
$357K – – –
AP
1707
AHL Partners
United Kingdom
$355K -$316K -4,848 -47%
PAA
1708
Peregrine Asset Advisers
Oregon
$351K – – –
SIM
1709
Sonora Investment Management
Arizona
$348K -$36.1K -555 -10%
BHA
1710
Beech Hill Advisors
New York
$348K -$26K -400 -7%
AWM
1711
Affinity Wealth Management
Delaware
$347K +$88.4K +1,358 +35%
BFPW
1712
BOK Financial Private Wealth
Colorado
$346K -$1.76K -27 -0.5%
RIA
1713
Regal Investment Advisors
Michigan
$343K +$61.7K +948 +22%
BRA
1714
Bender Robert & Associates
California
$342K +$9.44K +145 +3%
NFG
1715
Nadler Financial Group
Illinois
$340K +$3.45K +53 +1%
TFCP
1716
Twin Focus Capital Partners
Massachusetts
$340K +$335K +5,148 New
AIA
1717
Allegis Investment Advisors
Idaho
$340K +$336K +5,155 New
CC
1718
Capital Counsel
New York
$339K -$2.15K -33 -0.6%
PCM
1719
Pointe Capital Management
Michigan
$336K -$13K -200 -4%
WIA
1720
Westbourne Investment Advisors
Maryland
$335K – – –
IT
1721
Independence Trust
Tennessee
$335K +$42K +645 +15%
DAS
1722
Dynamic Advisor Solutions
Arizona
$335K +$331K +5,078 New
CRIG
1723
Charter Research & Investment Group
Connecticut
$330K – – –
RVPG
1724
Relative Value Partners Group
$330K – – –
ZA
1725
Zazove Associates
Nevada
$330K +$326K +5,000 New
67 68
69
70 71