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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1826
Focused Wealth Management
New York
$580K +$59.5K +645 +12%
PCM
1827
Prelude Capital Management
New York
$578K -$990K -10,730 -64%
SFG
1828
SNS Financial Group
Minnesota
$578K -$154K -1,675 -22%
RB
1829
Rodgers Brothers
Pennsylvania
$575K -$32.3K -350 -5%
CIP
1830
Capital Insight Partners
Arizona
$573K +$180K +1,954 +48%
VC
1831
Vicus Capital
Pennsylvania
$572K -$18.5K -201 -3%
EAM
1832
Evanson Asset Management
California
$571K +$9.59K +104 +2%
NVIM
1833
New Vernon Investment Management
Illinois
$569K
MFW
1834
Meristem Family Wealth
Minnesota
$568K
NFP
1835
Narus Financial Partners
Utah
$568K
DA
1836
Doliver Advisors
Texas
$566K +$77.5K +840 +17%
FLII
1837
First Long Island Investors
New York
$564K +$98.9K +1,072 +22%
MCA
1838
Morris Capital Advisors
Pennsylvania
$563K +$2.12K +23 +0.4%
AWM
1839
Affinity Wealth Management
Delaware
$561K +$18.1K +196 +3%
PIM
1840
Provident Investment Management
Michigan
$560K
STMM
1841
South Texas Money Management
Texas
$555K +$121K +1,314 +29%
MLIC
1842
Mandatum Life Insurance Company
Finland
$554K -$46.1K -500 -8%
GC
1843
Gratry & Company
Ohio
$554K -$44.7K -485 -8%
CCP
1844
Clarkston Capital Partners
Michigan
$554K +$23.1K +251 +5%
SMM
1845
Stadion Money Management
Georgia
$550K -$163K -1,769 -24%
KFA
1846
Kelleher Financial Advisors
New York
$547K -$40.1K -435 -7%
BB
1847
Bell Bank
North Dakota
$547K -$22.3K -242 -4%
Members Trust
1848
Members Trust
Florida
$545K -$12.6K -137 -2%
ID
1849
Integral Derivatives
New York
$544K +$526K +5,699 New
AF
1850
Aldebaran Financial
$543K +$9.5K +103 +2%