We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TPI
1901
Trust Point Inc
Wisconsin
$6.38M -$851K -2,740 -12%
WAG
1902
Winthrop Advisory Group
Massachusetts
$6.35M +$287K +923 +5%
MWA
1903
Midland Wealth Advisors
Illinois
$6.35M -$10.9K -35 -0.2%
PRS
1904
Pinkerton Retirement Specialists
Idaho
$6.33M +$42.9K +138 +0.6%
HCM
1905
Huber Capital Management
California
$6.33M – – –
MM
1906
Morangie Management
Florida
$6.33M -$32K -103 -0.5%
WPW
1907
Winthrop Partners - WNY
New York
$6.31M +$28.3K +91 +0.5%
MFA
1908
Mayflower Financial Advisors
Massachusetts
$6.3M +$284K +915 +5%
HWP
1909
Highline Wealth Partners
California
$6.29M +$18.9K +61 +0.3%
WMA
1910
West Michigan Advisors
Michigan
$6.28M +$104K +334 +2%
WPC
1911
White Pine Capital
Minnesota
$6.28M -$32K -103 -0.5%
CAM
1912
Chesapeake Asset Management
New York
$6.27M +$27.3K +88 +0.5%
QIM
1913
Quest Investment Management
Oregon
$6.27M -$2.3M -7,420 -28%
KP
1914
Keel Point
Alabama
$6.27M +$538K +1,731 +10%
BDS
1915
Banco de Sabadell
Florida
$6.25M +$53.7K +173 +0.9%
CRWM
1916
Castle Rock Wealth Management
California
$6.25M +$57.5K +185 +1%
PPG
1917
Peak Planning Group
Colorado
$6.25M -$71.7K -231 -1%
CAC
1918
Certified Advisory Corp
Florida
$6.24M +$2.17K +7 +0%
WFG
1919
Wills Financial Group
Virginia
$6.23M +$249K +802 +4%
PWCM
1920
Processus Wealth & Capital Management
Tennessee
$6.23M +$621 +2 +0%
DC
1921
DeDora Capital
California
$6.22M +$126K +406 +2%
SA
1922
Sovran Advisors
California
$6.22M -$442K -1,422 -8%
AIM
1923
Athena Investment Management
California
$6.21M -$1.64M -5,294 -22%
VIM
1924
Vista Investment Management
Pennsylvania
$6.18M -$70.2K -226 -1%
VIP
1925
Viewpoint Investment Partners
Alberta, Canada
$6.18M +$4.66K +15 +0.1%