We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
2651
Waterfront Wealth
Kansas
$644K +$236K +1,903 +50%
FCIM
2652
Fairview Capital Investment Management
California
$642K -$991 -8 -0.1%
LC
2653
Landaas & Company
Wisconsin
$641K -$73.8K -596 -10%
CA
2654
Crewe Advisors
Utah
$641K +$77.9K +629 +12%
BAM
2655
Bellevue Asset Management
Washington
$639K -$9.04K -73 -1%
FOA
2656
Five Oceans Advisors
California
$639K +$177K +1,426 +34%
CFG
2657
Cooper Financial Group
California
$637K -$92.4K -746 -12%
CCM
2658
Carlson Capital Management
Minnesota
$633K -$30.4K -245 -4%
CSWG
2659
Cardinal Strategic Wealth Guidance
Kentucky
$633K -$9.29K -75 -1%
RW
2660
Rede Wealth
Virginia
$633K +$12.1K +98 +2%
WAM
2661
Wakefield Asset Management
Colorado
$633K +$696K +5,617 New
FB
2662
First Bancorp
Maine
$632K +$77.4K +625 +13%
WWMSC
2663
Wagner Wealth Management (South Carolina)
South Carolina
$631K +$19.1K +154 +3%
NO
2664
Ninety One
South Africa
$630K – – –
PCM
2665
Perritt Capital Management
Illinois
$630K +$12.4K +100 +2%
LGA
2666
Lebenthal Global Advisors
New York
$629K +$145K +1,171 +26%
AWMG
2667
Alliance Wealth Management Group
New Jersey
$628K -$16.7K -135 -2%
PGA
2668
Portland Global Advisors
Maine
$628K -$15.1K -122 -2%
ME
2669
McIlrath & Eck
Washington
$627K +$6.2K +50 +0.9%
KC
2670
Kenfarb & Co
Kentucky
$626K – – –
AFO
2671
Allie Family Office
Florida
$624K +$210K +1,691 +44%
TCM
2672
Tributary Capital Management
Nebraska
$623K -$9.29K -75 -1%
KFA
2673
Krane Funds Advisors
New York
$623K +$200K +1,614 +41%
CWM
2674
Centric Wealth Management
Illinois
$622K +$8.3K +67 +1%
5SA
2675
5th Street Advisors
Connecticut
$619K -$2.48K -20 -0.4%
105 106
107
108 109