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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1776
Trillium Asset Management
Massachusetts
$1.07M +$13.9K +127 +1%
AWM
1777
AllSquare Wealth Management
New York
$1.07M +$73.2K +667 +7%
BA
1778
Bridgewater Associates
Connecticut
$1.07M -$405K -3,695 -27%
LC
1779
Loews Corp
New York
$1.06M -$144K -1,313 -11%
UIA
1780
UBP Investment Advisors
Switzerland
$1.06M -$26K -237 -2%
SG
1781
StoneX Group
New York
$1.06M +$20.7K +189 +2%
GHAM
1782
Gilman Hill Asset Management
Connecticut
$1.06M +$47.7K +435 +4%
LOAMS
1783
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.05M -$463K -4,225 -29%
HK
1784
Horizon Kinetics
New York
$1.05M +$11.4K +104 +1%
GA
1785
Greytown Advisors
Florida
$1.05M +$1.1M +10,061 New
CCG
1786
Chatham Capital Group
Georgia
$1.05M +$145K +1,326 +15%
NFG
1787
Next Financial Group
Texas
$1.04M -$335K -3,053 -23%
JCM
1788
Jafra Capital Management
New York
$1.04M -$1.1M -10,000 -50%
SI
1789
SCP Investment
California
$1.04M +$1.1M +10,000 New
CGA
1790
Crescent Grove Advisors
Illinois
$1.03M -$14.7K -134 -1%
PIM
1791
Provident Investment Management
Michigan
$1.03M +$445K +4,061 +69%
CT
1792
CPF Texas
Texas
$1.03M
LJHT
1793
Laurie J. Hall Trustee
$1.02M
PIM
1794
Profit Investment Management
Maryland
$1.02M
NWP
1795
Northstar Wealth Partners
Connecticut
$1.02M -$201K -1,831 -16%
CAM
1796
ClariVest Asset Management
California
$1.02M -$64.8K -591 -6%
RTS
1797
Round Table Services
New Jersey
$1.01M +$65.6K +598 +7%
WG
1798
Winton Group
United Kingdom
$1.01M +$59.1K +539 +6%
TC
1799
Truvestments Capital
Florida
$1.01M +$1.07M +9,729 New
NHC
1800
Nicholas Hoffman & Company
Georgia
$1.01M +$56.7K +517 +6%