We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1701
Ritholtz Wealth Management
New York
$631K +$557K +7,309 New
FA
1702
Fortis Advisors
Pennsylvania
$630K +$557K +7,298 New
Edgewood Management
1703
Edgewood Management
Connecticut
$628K
RHAM
1704
Round Hill Asset Management
California
$621K +$549K +7,194 New
KCPG
1705
Kavar Capital Partners Group
Kansas
$620K -$11.1K -146 -2%
MFW
1706
Meristem Family Wealth
Minnesota
$616K -$18.9K -248 -3%
SIM
1707
Sonora Investment Management
Arizona
$616K +$24.2K +317 +5%
CCB
1708
Cutter & Co Brokerage
Missouri
$614K -$7.24K -95 -1%
SMC
1709
Smith, Moore & Co
Missouri
$613K -$26.5K -348 -5%
PGA
1710
Portland Global Advisors
Maine
$607K -$41.3K -541 -7%
AW
1711
Alpha Windward
Massachusetts
$607K -$9K -118 -2%
HI
1712
Horizon Investments
North Carolina
$607K +$230K +3,015 +75%
AWA
1713
Arete Wealth Advisors
Illinois
$605K +$142K +1,863 +36%
BP
1714
BBR Partners
New York
$603K -$85.8K -1,125 -14%
SLG
1715
Stanley-Laman Group
Pennsylvania
$603K -$17.2K -225 -3%
ECM
1716
Evergreen Capital Management
Washington
$601K -$20.6K -270 -4%
CAM
1717
Concorde Asset Management
Michigan
$601K -$17.9K -235 -3%
IIA
1718
IPG Investment Advisors
California
$600K -$821K -10,760 -61%
AF
1719
Affiance Financial
Minnesota
$598K -$20.7K -272 -4%
RW
1720
REDW Wealth
New Mexico
$597K +$528K +6,923 New
VNA
1721
VNBTrust National Association
Virginia
$596K -$20.2K -265 -4%
WCM
1722
Weik Capital Management
Pennsylvania
$596K
AIM
1723
Arcadia Investment Management
Michigan
$592K -$56.7K -743 -10%
CI
1724
Cambiar Investors
Colorado
$591K +$126K +1,646 +32%
HJA
1725
Hugh Johnson Advisors
New York
$590K -$104K -1,359 -17%