We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
DI
2651
Disciplined Investments
Oklahoma
$183K +$76.3K +628 +45%
CFO
2652
CVA Family Office
Colorado
$182K -$75.7K -623 -24%
WAOI
2653
Wealth Advisors of Iowa
Iowa
$182K +$246K +2,026 New
TCM
2654
Tradewinds Capital Management
Washington
$181K -$69.3K -570 -22%
LWS
2655
Lucia Wealth Services
California
$181K +$121K +999 +99%
WCG
2656
Weaver Consulting Group
California
$177K +$14K +115 +6%
LWA
2657
Lenox Wealth Advisors
New York
$176K -$47.5K -391 -17%
GSC
2658
G&S Capital
Colorado
$174K -$1.96M -16,108 -89%
TCM
2659
Tanaka Capital Management
New York
$174K
MWP
2660
Meridian Wealth Partners
Pennsylvania
$173K +$4.37K +36 +2%
SFPG
2661
Stonebridge Financial Planning Group
Florida
$170K +$11.9K +98 +6%
SLF
2662
Sun Life Financial
Ontario, Canada
$169K -$1.34K -11 -0.6%
BC
2663
Barnett & Company
Tennessee
$167K -$48.8K -402 -18%
AC
2664
AlphaCore Capital
California
$167K +$225K +1,854 New
CYG
2665
Clean Yield Group
Vermont
$166K -$542K -4,459 -71%
NC
2666
NewSquare Capital
Pennsylvania
$166K +$24.5K +202 +12%
LD
2667
Lipe & Dalton
New York
$163K
HCL
2668
Heard Capital LLC
Illinois
$153K +$207K +1,700 New
PCFFS
2669
Pacific Center for Financial Services
California
$151K +$64.6K +532 +46%
HCM
2670
Horrell Capital Management
Arkansas
$148K
AA
2671
Advisory Alpha
Michigan
$147K +$44.2K +364 +28%
HFM
2672
Harvest Fund Management
China
$146K +$36.3K +299 +23%
Bank Julius Baer & Co
2673
Bank Julius Baer & Co
Switzerland
$146K +$197K +1,622 New
LS
2674
Leelyn Smith
Illinois
$142K -$2.43K -20 -1%
TFA
2675
Toth Financial Advisory
Virginia
$140K +$121 +1 +0.1%