We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
2151
Bingham Osborn & Scarborough
California
$1.62M +$46.4K +296 +3%
OAM
2152
Optimal Asset Management
California
$1.62M +$1.88K +12 +0.1%
CGFA
2153
Colton Groome Financial Advisors
North Carolina
$1.62M -$7.05K -45 -0.5%
CG
2154
CFO4Life Group
Texas
$1.62M +$238K +1,515 +18%
CP
2155
Covenant Partners
Tennessee
$1.61M – – –
LIM
2156
Longfellow Investment Management
Massachusetts
$1.61M – – –
BAM
2157
Burgundy Asset Management
Ontario, Canada
$1.6M – – –
OBWG
2158
Onyx Bridge Wealth Group
New York
$1.59M +$391K +2,496 +35%
UAML
2159
US Asset Management LLC
Pennsylvania
$1.59M +$1.52M +9,708 New
PIA
2160
Pinion Investment Advisors
Kansas
$1.58M +$23.2K +148 +2%
TWP
2161
Tempus Wealth Planning
California
$1.58M +$63.2K +403 +4%
FBT
2162
First Bank & Trust
South Dakota
$1.57M -$29.2K -186 -2%
EWM
2163
Empirical Wealth Management
Washington
$1.57M +$31.4K +200 +2%
LSA
2164
Lion Street Advisors
Texas
$1.57M +$1.5M +9,581 New
SRC
2165
Sage Rhino Capital
California
$1.56M +$941 +6 +0.1%
PC
2166
PhiloSmith Capital
Connecticut
$1.56M – – –
TIA
2167
Trust Investment Advisors
Indiana
$1.56M -$9.09K -58 -0.6%
BB
2168
Bell Bank
North Dakota
$1.55M -$154K -985 -9%
CIA
2169
Citadel Investment Advisory
Ohio
$1.55M – – –
FAM
2170
Formidable Asset Management
Ohio
$1.55M +$617K +3,936 +71%
COF
2171
Capital One Financial
Virginia
$1.55M – – –
WFI
2172
West Family Investments
California
$1.54M +$82.8K +528 +6%
PP
2173
Paloma Partners
Connecticut
$1.54M +$784K +4,998 +114%
OCM
2174
Orion Capital Management
California
$1.54M -$20.4K -130 -1%
WCA
2175
Windsor Creek Advisors
Vermont
$1.54M +$1.73K +11 +0.1%
85 86
87
88 89