We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
NWS
2601
Newport Wealth Strategies
California
$677K +$9.09K +58 +1%
CPC
2602
Consolidated Planning Corp
Georgia
$676K -$3.76K -24 -0.6%
BWA
2603
Bordeaux Wealth Advisors
California
$675K +$71.6K +457 +12%
HIS
2604
Harvest Investment Services
Illinois
$672K +$941 +6 +0.1%
EA
2605
Emerald Advisors
Washington
$672K +$20.1K +128 +3%
SRSA
2606
S.R. Schill & Associates
Washington
$670K -$124K -792 -16%
SICM
2607
Sustainable Insight Capital Management
New York
$670K +$29.2K +186 +5%
TIM
2608
Tortoise Investment Management
New York
$669K +$1.25K +8 +0.2%
AC
2609
Annandale Capital
Texas
$668K
SCM
2610
Stonehearth Capital Management
Massachusetts
$668K +$7.21K +46 +1%
SFS
2611
Solitude Financial Services
Virginia
$667K -$1.54M -9,804 -71%
MWM
2612
Merriman Wealth Management
Washington
$667K -$89.2K -569 -12%
FSG
2613
Financial Strategies Group
Michigan
$667K +$88K +561 +16%
TI
2614
Truehand Inc
New Hampshire
$666K
IAP
2615
Indie Asset Partners
Indiana
$666K +$137K +875 +27%
BCP
2616
Berkeley Capital Partners
Georgia
$662K -$4.39K -28 -0.7%
CL
2617
COWA LLC
Oklahoma
$661K
PWS
2618
Private Wealth Strategies
Ohio
$661K +$22.1K +141 +4%
AP
2619
Arlington Partners
Alabama
$661K +$558K +3,559 +741%
DWP
2620
Destiny Wealth Partners
Florida
$660K -$276K -1,762 -30%
WAM
2621
WNY Asset Management
New York
$658K -$4.08K -26 -0.6%
DW
2622
Domani Wealth
Pennsylvania
$657K -$8.78K -56 -1%
FI
2623
Fosun International
China
$657K
Financial Engines Advisors
2624
Financial Engines Advisors
California
$656K -$170K -1,085 -21%
RCM
2625
Ratan Capital Management
Florida
$655K