We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1926
Chapman Investment Management
California
$1.25M – – –
SWM
1927
Sculati Wealth Management
Michigan
$1.25M +$27.5K +280 +2%
OAM
1928
Optimal Asset Management
California
$1.25M -$156K -1,587 -11%
LF
1929
LifeSteps Financial
California
$1.25M +$30.9K +315 +2%
FIM
1930
Freedom Investment Management
Connecticut
$1.24M +$262K +2,672 +26%
VWA
1931
V Wealth Advisors
Kansas
$1.24M -$1.92M -19,570 -60%
ICM
1932
IMS Capital Management
Oregon
$1.24M +$7.27K +74 +0.6%
DGHMC
1933
Dalton, Greiner, Hartman, Maher & Co
New York
$1.23M -$727K -7,404 -37%
VSWA
1934
Vontobel Swiss Wealth Advisors
Switzerland
$1.23M -$30.4K -310 -2%
GSWM
1935
Golden State Wealth Management
California
$1.23M -$736K -7,494 -37%
SJIM
1936
St. Johns Investment Management
Florida
$1.23M +$36.2K +369 +3%
WPC
1937
White Pine Capital
Minnesota
$1.23M +$63.8K +650 +5%
CAM
1938
CenterStar Asset Management
Illinois
$1.22M – – –
AWC
1939
Abundance Wealth Counselors
Pennsylvania
$1.22M +$162K +1,653 +15%
OCG
1940
Opus Capital Group
Ohio
$1.22M -$142K -1,450 -10%
GFS
1941
GYL Financial Synergies
Connecticut
$1.22M +$82.8K +843 +7%
FCA
1942
FinTrust Capital Advisors
South Carolina
$1.21M -$153K -1,554 -11%
SCG
1943
Sonata Capital Group
Washington
$1.21M -$11.8K -120 -0.9%
KWA
1944
KCS Wealth Advisory
California
$1.2M +$40.7K +414 +3%
AWM
1945
Aprio Wealth Management
Georgia
$1.2M +$11K +112 +0.9%
MIM
1946
Moseley Investment Management
Florida
$1.2M +$54.1K +551 +5%
BWM
1947
BerganKDV Wealth Management
Minnesota
$1.2M -$8.15K -83 -0.7%
HIC
1948
Hartline Investment Corp
Illinois
$1.2M -$76.6K -780 -6%
KMWM
1949
Keudell/Morrison Wealth Management
Oregon
$1.2M +$93K +947 +8%
EM
1950
ELCO Management
New York
$1.2M -$11.4K -116 -0.9%
76 77
78
79 80