We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1926
Modera Wealth Management
New Jersey
$332K +$88 +1 +0%
LCOV
1927
London Company of Virginia
Virginia
$328K +$330K +3,735 New
VCM
1928
Versant Capital Management
Arizona
$326K +$9.18K +104 +3%
CFS
1929
Commonwealth Financial Services
West Virginia
$325K +$6.44K +73 +2%
SNBOSD
1930
Security National Bank of So Dak
Iowa
$320K -$31.5K -357 -9%
MAM
1931
Morse Asset Management
Connecticut
$320K +$321K +3,640 New
FCMC
1932
Founders Capital Management (Connecticut)
Connecticut
$318K -$23.6K -268 -7%
IHL
1933
Investment House LLC
California
$318K – – –
QCMC
1934
Quantum Capital Management (California)
California
$316K -$81.3K -922 -20%
CP
1935
Camelot Portfolios
Ohio
$315K -$119K -1,348 -27%
TFF
1936
The Family Firm
Maryland
$310K +$7.59K +86 +2%
LCP
1937
Legacy Capital Partners
Wisconsin
$310K +$23.4K +265 +8%
AIM
1938
Allen Investment Management
New York
$309K -$714K -8,089 -70%
ST
1939
Sabal Trust
Florida
$308K +$50.8K +576 +20%
CCP
1940
Clarkston Capital Partners
Michigan
$308K +$309K +3,504 New
YMRC
1941
Yorktown Management & Research Company
Virginia
$307K – – –
GWS
1942
Glassman Wealth Services
Virginia
$304K -$2.12K -24 -0.7%
CPA
1943
Capital Planning Advisors
California
$304K +$305K +3,457 New
TCM
1944
Towercrest Capital Management
Pennsylvania
$303K -$88.2K -1,000 -22%
MBI
1945
Montrusco Bolton Investments
Quebec, Canada
$303K +$304K +3,447 New
KFS
1946
Kurt F. Somerville
$302K – – –
LCM
1947
LVM Capital Management
Michigan
$301K +$4.59K +52 +2%
HKIM
1948
Hayek Kallen Investment Management
Alabama
$300K +$1.32K +15 +0.4%
WRM
1949
Weybosset Research & Management
Rhode Island
$299K +$2.65K +30 +0.9%
HHAM
1950
HITE Hedge Asset Management
Massachusetts
$298K – – –
76 77
78
79 80