We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
2326
Diversified Portfolios Inc
Michigan
$205K +$194K +1,919 New
CF
2327
Corrigan Financial
Rhode Island
$205K +$194K +1,913 New
FWSM
2328
First Wilshire Securities Management
California
$203K +$192K +1,895 New
LRIA
2329
Leonard Rickey Investment Advisors
Washington
$203K +$192K +1,900 New
BST
2330
Bath Savings Trust
Maine
$202K -$101K -1,000 -35%
KTA
2331
Keeley-Teton Advisors
Illinois
$202K +$192K +1,893 New
AAM
2332
Azzad Asset Management
Virginia
$202K +$191K +1,886 New
KJWM
2333
Kiley Juergens Wealth Management
Washington
$191K +$181K +1,792 New
BC
2334
Barnett & Company
Tennessee
$189K – – –
MWM
2335
MinichMacGregor Wealth Management
New York
$185K +$3.24K +32 +2%
NC
2336
NewSquare Capital
Pennsylvania
$185K +$70.6K +697 +68%
LWA
2337
Lenox Wealth Advisors
New York
$185K +$174K +1,723 +15,664%
HCM
2338
Horrell Capital Management
Arkansas
$176K – – –
AIS
2339
Accurate Investment Solutions
Pennsylvania
$174K -$39.5K -390 -19%
LA
2340
Legacy Advisors
Pennsylvania
$169K -$6.68K -66 -4%
MSFP
2341
Mark Sheptoff Financial Planning
Connecticut
$163K – – –
BC
2342
Blueport Capital
Texas
$161K -$215K -2,120 -58%
CLM
2343
ClearBridge LLC (Maryland)
Maryland
$161K -$28.5K -281 -16%
CT
2344
Clearstead Trust
Maine
$159K – – –
FG
2345
FSI Group
Ohio
$159K +$151K +1,489 New
PFO
2346
Pathstone Family Office
New Jersey
$156K +$2.94K +29 +2%
AWM
2347
Aevitas Wealth Management
Massachusetts
$146K +$138K +1,366 New
HFM
2348
Harvest Fund Management
China
$140K – – –
PCFFS
2349
Pacific Center for Financial Services
California
$139K -$10.1K -100 -7%
PCC
2350
Park Circle Company
Maryland
$139K – – –
92 93
94
95 96