We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
1876
Pflug Koory
Nebraska
$1M – – –
PP
1877
PDS Planning
Ohio
$999K -$68.2K -640 -6%
PCM
1878
Penserra Capital Management
California
$998K +$117K +1,098 +12%
SFG
1879
Summit Financial Group
West Virginia
$993K -$3.94K -37 -0.4%
CA
1880
Cornerstone Advisory
Maryland
$992K +$319K +2,995 +42%
RP
1881
Rowlandmiller & Partners
Georgia
$990K -$6.38M -59,882 -86%
CI
1882
CX Institutional
Indiana
$983K +$1.01M +9,436 +1,500%
KJWM
1883
Kiley Juergens Wealth Management
Washington
$980K +$494K +4,635 +86%
CAW
1884
Cornerstone Advisors (Washington)
Washington
$978K -$43.7K -410 -4%
UM
1885
Ulysses Management
New York
$976K -$533K -5,000 -33%
SCM
1886
Suvretta Capital Management
New York
$976K +$1.07M +10,000 New
PCM
1887
Prelude Capital Management
New York
$973K -$2.57M -24,158 -71%
AAM
1888
American Asset Management
Florida
$973K -$5.33K -50 -0.5%
PAM
1889
Palisade Asset Management
Minnesota
$970K – – –
WIA
1890
Westbourne Investment Advisors
Maryland
$966K +$181K +1,700 +21%
PPP
1891
Private Portfolio Partners
New Jersey
$966K +$1.05M +9,895 New
CCB
1892
Cutter & Co Brokerage
Missouri
$966K +$1.05M +9,898 New
PG
1893
Proffitt & Goodson
Tennessee
$965K -$53K -497 -5%
ECM
1894
ExodusPoint Capital Management
New York
$965K +$1.05M +9,890 New
PV
1895
Private Vista
Illinois
$957K +$11.9K +112 +1%
SWA
1896
Sutton Wealth Advisors
Florida
$956K +$6.61K +62 +0.6%
PIM
1897
Profit Investment Management
Maryland
$956K – – –
HKIM
1898
Hayek Kallen Investment Management
Alabama
$956K +$274K +2,571 +36%
WCM
1899
WealthBridge Capital Management
Ohio
$956K +$1.04M +9,794 New
CBFP
1900
Cedar Brook Financial Partners
Ohio
$956K +$1.04M +9,795 New
74 75
76
77 78