We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1976
Oak Asset Management
California
$5.87M -$20.2K -65 -0.4%
MCA
1977
Magnolia Capital Advisors
Mississippi
$5.85M +$11.8K +38 +0.2%
HDIM
1978
Hanson & Doremus Investment Management
Vermont
$5.84M -$40.7K -131 -0.7%
CNC
1979
Citizens & Northern Corp
Pennsylvania
$5.83M -$744K -2,395 -12%
HW
1980
Hedeker Wealth
Illinois
$5.82M -$160K -514 -3%
WC
1981
Westerkirk Capital
$5.81M
TNA
1982
True North Advisors
Texas
$5.79M -$514K -1,655 -9%
SWA
1983
SFMG Wealth Advisors
Texas
$5.79M -$243K -781 -4%
MIM
1984
Marshall Investment Management
Colorado
$5.78M +$397K +1,277 +8%
KFI
1985
Key Financial Inc
Pennsylvania
$5.78M -$1.36M -4,391 -20%
FFS
1986
Flavin Financial Services
Florida
$5.78M +$645K +2,077 +13%
IFPG
1987
Intrepid Financial Planning Group
Indiana
$5.78M -$16.8K -54 -0.3%
OMC
1988
Overbrook Management Corp
New York
$5.77M +$554K +1,784 +11%
NWM
1989
Northcape Wealth Management
New York
$5.77M -$122K -393 -2%
RFA
1990
Register Financial Advisors
Georgia
$5.76M +$122K +393 +2%
GPFA
1991
Game Plan Financial Advisors
Ohio
$5.75M +$109K +352 +2%
FI
1992
Firetrail Investments
Australia
$5.75M -$155K -500 -3%
BFO
1993
Biltmore Family Office
North Carolina
$5.75M -$243K -783 -4%
FCFC
1994
First Commonwealth Financial Corp
Pennsylvania
$5.75M +$69.9K +225 +1%
GAM
1995
Grandview Asset Management
Pennsylvania
$5.74M +$75.2K +242 +1%
BCM
1996
Brookmont Capital Management
Texas
$5.73M +$11.8K +38 +0.2%
AI
1997
Accredited Investors
Minnesota
$5.73M -$944K -3,039 -15%
HVP
1998
Hudson Value Partners
Florida
$5.73M +$439K +1,413 +9%
IP
1999
Investment Partners
Ohio
$5.72M +$61.5K +198 +1%
ICP
2000
Interchange Capital Partners
Pennsylvania
$5.71M +$843K +2,716 +18%