We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2101
Wealth Architects
California
$1.04M -$33.1K -258 -3%
RP
2102
Riverbridge Partners
Minnesota
$1.04M – – –
CFG
2103
Cooper Financial Group
California
$1.04M -$24.8K -193 -3%
RFA
2104
Reilly Financial Advisors
California
$1.04M +$37.1K +289 +4%
TCM
2105
Tributary Capital Management
Nebraska
$1.03M -$128K -1,000 -12%
BCM
2106
Breiter Capital Management
Florida
$1.03M -$43.9K -342 -4%
CVM
2107
Cheviot Value Management
California
$1.03M -$641 -5 -0.1%
BS
2108
Bessemer Securities
New York
$1.03M -$39.8K -310 -4%
HFA
2109
High Falls Advisors
New York
$1.03M -$2.95K -23 -0.3%
DAM
2110
Diamant Asset Management
Connecticut
$1.03M – – –
SCP
2111
Syntal Capital Partners
Texas
$1.03M +$944K +7,364 New
PFS
2112
Physicians Financial Services
North Carolina
$1.02M -$12.7K -99 -1%
FNBSF
2113
First National Bank Sioux Falls
South Dakota
$1.02M -$9.23K -72 -1%
TFCP
2114
Twin Focus Capital Partners
Massachusetts
$1.01M -$92K -717 -9%
SFG
2115
Sather Financial Group
Texas
$1.01M +$510K +3,978 +121%
SIC
2116
Samalin Investment Counsel
New York
$1.01M +$931K +7,257 New
LOPW
2117
Live Oak Private Wealth
North Carolina
$1.01M +$929K +7,246 New
JHCP
2118
Jackson Hole Capital Partners
Oklahoma
$1.01M – – –
SIM
2119
Sonora Investment Management
Arizona
$1M -$245K -1,914 -21%
FWM
2120
Focused Wealth Management
New York
$1M -$898 -7 -0.1%
OAM
2121
Optimal Asset Management
California
$1M +$925K +7,213 New
KC
2122
Knuff & Co
California
$996K +$187K +1,457 +26%
BWM
2123
Baystate Wealth Management
Massachusetts
$989K +$87.7K +684 +11%
CHA
2124
Carmichael Hill & Associates
Maryland
$985K +$257 +2 +0%
CBT
2125
Central Bank & Trust
Kentucky
$981K +$324K +2,530 +56%
83 84
85
86 87