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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2501
Strategies Wealth Advisors
Michigan
$3.07M +$50.1K +165 +2%
CM
2502
Capula Management
Cayman Islands
$3.06M +$1.7M +5,603 +117%
Members Trust
2503
Members Trust
Florida
$3.06M -$55.8K -184 -2%
SFG
2504
Shum Financial Group
California
$3.06M -$20K -66 -0.6%
LF
2505
LifeSteps Financial
California
$3.05M +$104K +342 +3%
JF
2506
Jump Financial
Illinois
$3.05M -$3.33M -10,960 -51%
HAM
2507
Harmony Asset Management
Arizona
$3.05M +$29.1K +96 +0.9%
FWI
2508
Facet Wealth Inc
Maryland
$3.05M +$585K +1,929 +23%
PL
2509
Plancorp LLC
Missouri
$3.05M +$59.2K +195 +2%
CFG
2510
Cooper Financial Group
California
$3.05M +$11.8K +39 +0.4%
PWAM
2511
Papamarkou Wellner Asset Management
New York
$3.04M +$211K +696 +7%
UCB
2512
United Community Bank
South Carolina
$3.04M +$184K +607 +6%
CSPIA
2513
Cary Street Partners Investment Advisory
Virginia
$3.04M +$49.2K +162 +2%
ZCP
2514
Z3 Capital Partners
Virginia
$3.04M -$26.4K -87 -0.8%
BFA
2515
Blueprint Financial Advisors
North Carolina
$3.04M +$71.6K +236 +2%
RIM
2516
RW Investment Management
Idaho
$3.04M +$3.13M +10,318 New
CWA
2517
Crux Wealth Advisors
California
$3.03M -$139K -459 -4%
AGP
2518
Autumn Glory Partners
Texas
$3.03M +$126K +416 +4%
PIP
2519
Philadelphia Investment Partners
New Jersey
$3.02M +$3.12M +10,268 New
MSWM
2520
McGlone Suttner Wealth Management
Wisconsin
$3.02M -$86.2K -284 -3%
ACM
2521
Arcataur Capital Management
Wisconsin
$3M +$1.52K +5 +0%
GC
2522
Gould Capital
Washington
$3M +$3.09M +10,195 New
MFC
2523
Morris Financial Concepts
South Carolina
$3M +$128K +423 +4%
LSA
2524
L & S Advisors
California
$3M -$15.2M -50,248 -83%
CAL
2525
Capital Advisors Ltd
Ohio
$2.99M