Cassady Schiller Wealth Management LLC grew its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 3.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 34,073 shares of the company’s stock after purchasing an additional 1,177 shares during the period. Vanguard Mid-Cap Value ETF makes up about 2.4% of […]
Thoroughbred Financial Services LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 99,339 shares of the financial services provider’s stock after acquiring an additional 3,516 shares during the quarter. […]
Laffer Tengler Investments Inc. lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 5.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 44,698 shares of the financial services provider’s stock after acquiring an additional 2,416 shares during the period. […]
Thornburg Investment Management Inc. trimmed its position in JPMorgan Chase & Co. (NYSE:JPM) by 4.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,662,106 shares of the financial services provider’s stock after selling 73,858 shares during the period. JPMorgan Chase […]
Wealth Advisors of Iowa LLC grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,844 shares of the financial services provider’s stock after buying an additional 153 shares during […]