We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1851
Heritage Wealth Advisors
Virginia
$379K +$229 +3 +0.1%
VNA
1852
Valley National Advisers
Pennsylvania
$378K +$96.2K +1,261 +40%
CVM
1853
Cheviot Value Management
California
$377K +$333K +4,368 New
IWC
1854
Integrated Wealth Counsel
California
$376K
CCA
1855
Conestoga Capital Advisors
Pennsylvania
$375K
HAIM
1856
Hunter Associates Investment Management
Pennsylvania
$375K +$2.21K +29 +0.7%
ORI
1857
Oak Ridge Investments
Illinois
$365K +$458 +6 +0.1%
BC
1858
Blueport Capital
Texas
$365K +$322K +4,229 New
AA
1859
ALPS Advisors
Colorado
$365K +$323K +4,235 New
CFD
1860
Creative Financial Designs
Indiana
$364K +$321K +4,214 New
FAN
1861
Financial Advisors Network
California
$364K +$320K +4,200 New
TAM
1862
Trillium Asset Management
Massachusetts
$363K -$349K -4,574 -52%
DE
1863
Day & Ennis
Georgia
$362K +$9.15K +120 +3%
FAM
1864
Formidable Asset Management
Ohio
$361K -$4.19K -55 -1%
RWM
1865
Rench Wealth Management
Texas
$360K +$610 +8 +0.2%
ACM
1866
AUA Capital Management
Pennsylvania
$359K +$318K +4,165 New
SWK
1867
Stephen W. Kidder
$357K
Squarepoint
1868
Squarepoint
New York
$356K +$314K +4,123 New
IIM
1869
Ironwood Investment Management
Massachusetts
$355K
NED
1870
Nancy E. Dempze
$354K
GC
1871
Gilbert & Cook
Iowa
$354K +$312K +4,097 New
RPAM
1872
Rhenman & Partners Asset Management
Sweden
$353K +$107K +1,399 +52%
RSVP
1873
Ramsay Stattman Vela & Price
Colorado
$351K -$30.1K -395 -9%
CCM
1874
Carlson Capital Management
Minnesota
$348K -$24.9K -326 -7%
SNBOSD
1875
Security National Bank of So Dak
Iowa
$346K