We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2076
Mastrapasqua Asset Management
Tennessee
$526K +$529K +4,661 New
RPG
2077
Resource Planning Group
Georgia
$524K +$527K +4,644 New
CCM
2078
Cribstone Capital Management
Maine
$518K +$2.95K +26 +0.6%
SWP
2079
Strategic Wealth Partners
Ohio
$517K +$23.5K +207 +5%
WAAG
2080
Wealth Alliance Advisory Group
Kansas
$515K +$49K +432 +10%
AC
2081
Avestar Capital
New York
$515K +$49.6K +437 +10%
MKC
2082
M. Kraus & Co
Vermont
$515K +$56.8K +500 +12%
SNBOSD
2083
Security National Bank of So Dak
Iowa
$514K +$39.6K +349 +8%
OLA
2084
Oliver Luxxe Assets
New Jersey
$512K -$95.5K -841 -16%
APSI
2085
Asset Planning Services Inc
Louisiana
$511K – – –
SIM
2086
Sterling Investment Management
Arizona
$509K – – –
RIS
2087
Retirement Income Solutions
Michigan
$508K -$16.7K -147 -3%
EA
2088
Elm Advisors
California
$504K +$85.1K +750 +20%
UC
2089
Unio Capital
New Jersey
$502K -$39.7K -350 -7%
NIM
2090
NuWave Investment Management
New Jersey
$498K -$354K -3,115 -41%
CYG
2091
Clean Yield Group
Vermont
$498K -$114K -1,000 -18%
SICM
2092
Sustainable Insight Capital Management
New York
$496K -$1.58M -13,900 -76%
SIM
2093
Sonora Investment Management
Arizona
$490K -$2.95K -26 -0.6%
SPI
2094
Santori & Peters Inc
Pennsylvania
$490K +$32.9K +290 +7%
PCP
2095
Proficio Capital Partners
Massachusetts
$487K -$1.7K -15 -0.3%
AIS
2096
American Investment Services
Massachusetts
$487K – – –
PIC
2097
Portland Investment Counsel
Ontario, Canada
$485K -$397K -3,500 -45%
RSVP
2098
Ramsay Stattman Vela & Price
Colorado
$484K – – –
BRA
2099
Bender Robert & Associates
California
$482K -$34.6K -305 -7%
AGA
2100
Accuvest Global Advisors
Utah
$482K +$485K +4,274 New
82 83
84
85 86