JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
2201
Castle Rock Wealth Management
California
$1.16M +$10.8K +94 +0.8%
Kayne Anderson Rudnick Investment Management
2202
Kayne Anderson Rudnick Investment Management
California
$1.16M -$2.41K -21 -0.2%
SFM
2203
Signet Financial Management
New Jersey
$1.16M +$18.6K +162 +1%
DWM
2204
Drive Wealth Management
Utah
$1.16M +$186K +1,621 +17%
PIMG
2205
Patriot Investment Management Group
Tennessee
$1.16M +$5.51K +48 +0.4%
CPWA
2206
Cerro Pacific Wealth Advisors
California
$1.15M +$280K +2,437 +28%
HBW
2207
Hazlett, Burt & Watson
West Virginia
$1.14M +$18.1K +158 +1%
WPA
2208
West Paces Advisors
Georgia
$1.14M -$464K -4,045 -27%
BCM
2209
Brooktree Capital Management
Michigan
$1.14M -$52.7K -459 -4%
GKWIM
2210
Gerber Kawasaki Wealth & Investment Management
California
$1.14M +$27.8K +242 +2%
JFA
2211
JNBA Financial Advisors
Minnesota
$1.13M -$4.82K -42 -0.4%
ICM
2212
IMS Capital Management
Oregon
$1.13M +$66.4K +579 +6%
HPWM
2213
Highland Private Wealth Management
Washington
$1.13M -$219K -1,908 -15%
LM
2214
Lincluden Management
Ontario, Canada
$1.13M +$4.02K +35 +0.3%
MA
2215
MONECO Advisors
Connecticut
$1.13M +$58.1K +506 +5%
MHIC
2216
Marble Harbor Investment Counsel
Massachusetts
$1.13M – – –
CNBT
2217
Cornerstone National Bank & Trust
Illinois
$1.13M -$8.03K -70 -0.6%
MLA
2218
My Legacy Advisors
Oregon
$1.13M +$84.1K +733 +8%
FFMBT
2219
First Farmers & Merchants Bank Trust
Tennessee
$1.12M -$2.87K -25 -0.2%
NPF
2220
Norris Perne & French
Michigan
$1.12M +$16.3K +142 +1%
MW
2221
MBL Wealth
North Carolina
$1.12M +$79K +688 +7%
CA
2222
Carson Advisory
Georgia
$1.12M +$199K +1,733 +19%
PCP
2223
Proficio Capital Partners
Massachusetts
$1.12M -$320K -2,788 -21%
GCM
2224
Galibier Capital Management
Ontario, Canada
$1.12M – – –
TIA
2225
Trust Investment Advisors
Indiana
$1.12M +$42.8K +373 +4%