We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
2151
Legacy Capital Partners
Wisconsin
$388K – – –
SIAS
2152
Shine Investment Advisory Services
Colorado
$388K +$5.43K +48 +1%
BCM
2153
Baltimore Capital Management
Maryland
$386K -$39.6K -350 -9%
SAM
2154
Smithbridge Asset Management
Pennsylvania
$386K +$397K +3,508 New
ST
2155
Sentinel Trust
Texas
$385K -$1.15M -10,159 -74%
RWMH
2156
Riverpoint Wealth Management Holdings
Illinois
$384K +$22.5K +199 +6%
TCM
2157
Towercrest Capital Management
Pennsylvania
$379K – – –
AF
2158
Allworth Financial
California
$379K +$56.6K +500 +17%
IHL
2159
Investment House LLC
California
$376K -$22.6K -200 -6%
WRM
2160
Weybosset Research & Management
Rhode Island
$376K -$19.8K -175 -5%
JSA
2161
Jacobson & Schmitt Advisors
Wisconsin
$375K +$49.1K +434 +15%
AL
2162
Arnhold LLC
New York
$375K +$386K +3,412 New
RIG
2163
Renaissance Investment Group
Massachusetts
$373K -$159K -1,404 -29%
HHAM
2164
HITE Hedge Asset Management
Massachusetts
$373K – – –
UWPG
2165
Ullmann Wealth Partners Group
Florida
$371K -$16.8K -148 -4%
SFS
2166
Summit Financial Strategies
Ohio
$371K -$9.51K -84 -2%
FI
2167
FormulaFolio Investments
Michigan
$371K +$30.5K +269 +9%
KA
2168
Kaizen Advisory
Illinois
$370K -$1.28M -11,335 -77%
DC
2169
Derby & Company
Massachusetts
$370K +$381K +3,362 New
SFG
2170
StrategIQ Financial Group
Indiana
$367K +$377K +3,333 New
BJ
2171
Brouwer & Janachowski
California
$366K -$20.4K -180 -5%
BFG
2172
Bouchey Financial Group
New York
$363K -$87.6K -774 -19%
TFF
2173
The Family Firm
Maryland
$361K -$79.8K -705 -18%
DE
2174
Day & Ennis
Georgia
$361K -$68.7K -607 -16%
TG
2175
TLP Group
Illinois
$360K -$96K -848 -21%
85 86
87
88 89