We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1776
WealthPLAN Partners
Nebraska
$7.21M -$295K -953 -4%
Financial Engines Advisors
1777
Financial Engines Advisors
California
$7.2M -$190K -613 -3%
PCTC
1778
Perkins Coie Trust Company
Washington
$7.19M +$61K +197 +0.9%
ORC
1779
O'Rourke & Company
Massachusetts
$7.18M -$5.26K -17 -0.1%
Mather Group
1780
Mather Group
Illinois
$7.16M +$240K +776 +4%
IFPG
1781
Intrepid Financial Planning Group
Indiana
$7.15M -$2.17K -7 -0%
CFMC
1782
Curbstone Financial Management Corp
New Hampshire
$7.15M +$151K +488 +2%
CFP
1783
Catalyst Financial Partners
Massachusetts
$7.15M +$533K +1,720 +8%
Apella Capital
1784
Apella Capital
Connecticut
$7.15M -$281K -909 -4%
MCB
1785
Morton Community Bank
Illinois
$7.14M -$109K -353 -1%
SWM
1786
SeaCrest Wealth Management
New York
$7.12M -$273K -881 -4%
TPWA
1787
TRUE Private Wealth Advisors
Oregon
$7.11M +$11.5K +37 +0.2%
MC
1788
Mathes Company
New York
$7.11M +$65K +210 +1%
TBNY
1789
Trustco Bank (New York)
New York
$7.11M -$907K -2,929 -12%
BRCM
1790
Bright Rock Capital Management
Massachusetts
$7.09M – – –
UM
1791
Ulysses Management
New York
$7.09M +$2.79M +9,000 +69%
CCP
1792
Cane Capital Partners
Louisiana
$7.06M +$6.79M +21,923 New
PWA
1793
Providence Wealth Advisors
Illinois
$7.04M +$13.3K +43 +0.2%
AHIA
1794
Andrew Hill Investment Advisors
Florida
$7.04M +$461K +1,488 +7%
HI
1795
Hudock Inc
Pennsylvania
$7.03M +$10.8K +35 +0.2%
XSC
1796
X-Square Capital
Puerto Rico
$7.03M -$147K -474 -2%
LAM
1797
LOM Asset Management
$7.03M -$38.1K -123 -0.6%
BMC
1798
Beaton Management Company
Massachusetts
$7.03M -$80.8K -261 -1%
GD
1799
Grandfield & Dodd
New York
$7.02M -$286K -925 -4%
TLP
1800
Trinity Legacy Partners
Texas
$7.02M +$49.2K +159 +0.7%