We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2326
Tanaka Capital Management
New York
$208K – – –
NERM
2327
New England Research & Management
Illinois
$208K +$219K +1,996 New
CCM
2328
Chickasaw Capital Management
Tennessee
$206K – – –
BCB
2329
Brian C. Broderick
$203K – – –
CAL
2330
Capital Advisors Ltd
Ohio
$202K – – –
MPM
2331
Meritage Portfolio Management
Kansas
$202K – – –
CAM
2332
Crestone Asset Management
Colorado
$202K +$2.41K +22 +1%
NP
2333
NorthRock Partners
Minnesota
$202K +$11.1K +101 +5%
WVP
2334
Worth Venture Partners
New Jersey
$201K -$61.4K -560 -22%
RFWA
2335
RPg Family Wealth Advisory
Massachusetts
$201K +$94.5K +861 +81%
DWA
2336
Divergent Wealth Advisors
Utah
$198K -$3.4K -31 -2%
MSFP
2337
Mark Sheptoff Financial Planning
Connecticut
$191K +$110 +1 +0.1%
FEG
2338
Financial Enhancement Group
Indiana
$189K -$17.9K -163 -8%
BC
2339
Barnett & Company
Tennessee
$184K – – –
NC
2340
NewSquare Capital
Pennsylvania
$182K -$18.2K -166 -9%
TC
2341
TradeLink Capital
Illinois
$179K +$757K +6,900 New
MWM
2342
MinichMacGregor Wealth Management
New York
$178K -$7.35K -67 -4%
TFO
2343
Tarbox Family Office
California
$176K -$69.5K -634 -27%
HCM
2344
Horrell Capital Management
Arkansas
$172K – – –
AIS
2345
Accurate Investment Solutions
Pennsylvania
$169K +$6.69K +61 +4%
FGAM
2346
Financial Gravity Asset Management
Texas
$167K +$6.47K +59 +4%
KL
2347
KWMG LLC
Kansas
$158K +$166K +1,512 New
SAS
2348
Stelac Advisory Services
New York
$154K – – –
NCM
2349
New Capital Management
Texas
$148K +$768 +7 +0.5%
HFM
2350
Harvest Fund Management
China
$137K – – –
92 93
94
95 96