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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CI
1826
Cambiar Investors
Colorado
$553K -$34.9K -405 -6%
BFA
1827
Beaumont Financial Advisors
Massachusetts
$552K -$154K -1,780 -23%
PFO
1828
Pathstone Family Office
New Jersey
$550K +$4.57K +53 +0.9%
BB
1829
Bell Bank
North Dakota
$545K -$18.7K -217 -4%
HJMC
1830
Hellman Jordan Management Company
Massachusetts
$545K +$515K +5,970 New
NFP
1831
Narus Financial Partners
Utah
$544K -$17.3K -200 -3%
MFW
1832
Meristem Family Wealth
Minnesota
$544K
NVIM
1833
New Vernon Investment Management
Illinois
$544K
CANY
1834
Caxton Associates (New York)
New York
$539K -$1.22M -14,100 -71%
EAM
1835
Evanson Asset Management
California
$537K +$17K +197 +3%
MCA
1836
Morris Capital Advisors
Pennsylvania
$536K -$20.4K -236 -4%
PIM
1837
Provident Investment Management
Michigan
$536K
Members Trust
1838
Members Trust
Florida
$534K -$43K -498 -8%
MC
1839
Miles Capital
Iowa
$527K +$42.5K +492 +9%
CCMW
1840
Cypress Capital Management (Wyoming)
Wyoming
$526K -$7.08K -82 -1%
OFW
1841
Omnia Family Wealth
Florida
$523K +$26.9K +312 +6%
PCM
1842
Penserra Capital Management
California
$521K +$119K +1,384 +32%
BCM
1843
Brookstone Capital Management
Illinois
$520K +$24.9K +289 +5%
AWM
1844
Affinity Wealth Management
Delaware
$519K -$10.7K -124 -2%
SE
1845
Summit Equities
New Jersey
$518K +$489K +5,664 New
BAM
1846
Bruderman Asset Management
New York
$515K +$259 +3 +0.1%
MWP
1847
Moller Wealth Partners
$512K
AF
1848
Aldebaran Financial
$510K -$36.3K -421 -7%
B
1849
Bellecapital
Switzerland
$509K
BHA
1850
Beech Hill Advisors
New York
$509K +$12.9K +150 +3%