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ícone de JPM

JPMorgan Chase
JPM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
New England Professional Planning Group
4501
New England Professional Planning Group
Rhode Island
US$ 439 mil -US$ 26,7 mil -86 -6%
Guardian Financial Partners
4502
Guardian Financial Partners
California
US$ 438 mil -US$ 25,8 mil -83 -6%
Harborfront Financial Group
4503
Harborfront Financial Group
Michigan
US$ 436 mil +US$ 414 mil +1.333 Nova
Three Seasons Wealth
4504
Three Seasons Wealth
Utah
US$ 436 mil +US$ 158 mil +510 +62%
Sankala Group
4505
Sankala Group
Colorado
US$ 436 mil -US$ 55,6 mil -179 -13%
Traub Capital Management
4506
Traub Capital Management
Massachusetts
US$ 435 mil -US$ 4,04 mil -13 -1%
VFS
4507
Valpey Financial Services
New Hampshire
US$ 435 mil – – –
DWR Wealth Management
4508
DWR Wealth Management
California
US$ 435 mil +US$ 50,9 mil +164 +14%
WPG Advisers
4509
WPG Advisers
Maryland
US$ 435 mil +US$ 110 mil +353 +36%
Tumwater Wealth Management
4510
Tumwater Wealth Management
Idaho
US$ 434 mil – – –
Jackson Square Capital
4511
Jackson Square Capital
California
US$ 434 mil +US$ 411 mil +1.325 Nova
L.K. Benson & Company
4512
L.K. Benson & Company
Maryland
US$ 434 mil – – –
James T. Borello
4513
James T. Borello
Illinois
US$ 433 mil +US$ 10,2 mil +33 +3%
Graham Capital Management
4514
Graham Capital Management
Connecticut
US$ 433 mil +US$ 411 mil +1.324 Nova
Graney & King
4515
Graney & King
New York
US$ 432 mil +US$ 135 mil +435 +49%
Evolution Wealth Management
4516
Evolution Wealth Management
Florida
US$ 432 mil +US$ 156 mil +501 +61%
Valued Retirements
4517
Valued Retirements
Texas
US$ 432 mil – – –
Intentional Wealth Strategies
4518
Intentional Wealth Strategies
Colorado
US$ 432 mil -US$ 9,01 mil -29 -2%
OTL
4519
Oak Thistle LLC
New York
US$ 432 mil +US$ 410 mil +1.319 Nova
Hubbell Strickland Wealth Management
4520
Hubbell Strickland Wealth Management
Louisiana
US$ 427 mil +US$ 35,7 mil +115 +10%
LJCM
4521
Lee Johnson Capital Management
Texas
US$ 427 mil -US$ 346 mil -1.113 -46%
RD Lewis Holdings
4522
RD Lewis Holdings
Florida
US$ 427 mil +US$ 369 mil +1.188 Nova
WPWealth
4523
WPWealth
Texas
US$ 427 mil +US$ 12,1 mil +39 +3%
SCM
4524
Sage Capital Management
New Jersey
US$ 426 mil +US$ 1,24 mil +4 +0,3%
Richardson Capital Management
4525
Richardson Capital Management
Wisconsin
US$ 426 mil -US$ 2,48 mil -8 -0,6%
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