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DecisionPoint Financial LLC Boosts Stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

DecisionPoint Financial LLC grew its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 3.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 18,847 shares of the company’s stock after buying an additional 542 shares […]

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Mission-wealth-management
Decisionpoint-financial
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Greenspring-advisors
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Point-financial
Wealth-management
Financial-services

Greenwood Gearhart Inc. Buys 3,591 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Greenwood Gearhart Inc. increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 93,236 shares of the financial services provider’s stock after acquiring an additional 3,591 shares during the […]

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Jefferies-financial-group
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Jpmorgan-chase-co

JPMorgan Chase & Co. (NYSE:JPM) Shares Bought by Sowell Financial Services LLC

Sowell Financial Services LLC raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 22.4% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 71,673 shares of the financial services provider’s stock after acquiring an additional 13,105 shares […]

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Piper-sandler
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Consumer-community-banking
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Odeon-capital-group
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Miller-wealth-advisors

JPMorgan Chase & Co. (NYSE:JPM) Shares Sold by Morningstar Investment Services LLC

Morningstar Investment Services LLC reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 1.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 619,266 shares of the financial services provider’s stock after selling 6,898 shares during the period. JPMorgan Chase […]

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Consumer-community-banking
Guardian-wealth-advisors
Gwk-investment-management
Corporate-investment-bank
True-wealth-design
Jpmorgan-chase-co
Morgan-stanley
Sageworth-trust-co
Morningstar-investment-services
Exchange-commission
Miller-wealth-advisors

JPMorgan Chase & Co. (NYSE:JPM) is Bison Wealth LLC's 6th Largest Position

Bison Wealth LLC lifted its position in JPMorgan Chase & Co. (NYSE:JPM) by 14.7% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 59,921 shares of the financial services provider’s stock after purchasing an additional 7,670 shares during the quarter. JPMorgan Chase & Co. […]

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Consumer-community-banking
Odeon-capital-group
Jpmorgan-chase-co
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Corporate-investment-bank
Royal-bank

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