We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2726
Lantz Financial
Illinois
$574K – – –
TA
2727
TCM Advisors
West Virginia
$574K – – –
KCFA
2728
Key Client Fiduciary Advisors
New Jersey
$573K -$14.7K -119 -2%
IA
2729
Insight Advisors
Pennsylvania
$572K -$92.9K -750 -13%
OFW
2730
Omnia Family Wealth
Florida
$571K -$24.3K -196 -4%
HC
2731
Hamilton Capital
Ohio
$571K +$86.9K +701 +16%
RWM
2732
Reston Wealth Management
Virginia
$570K +$4.09K +33 +0.7%
IHL
2733
Investment House LLC
California
$569K -$31K -250 -5%
JC
2734
JBF Capital
Colorado
$563K – – –
TFM
2735
TFC Financial Management
Massachusetts
$563K +$67K +541 +12%
SFS
2736
Stiles Financial Services
Minnesota
$562K +$9.79K +79 +2%
STAS
2737
Strong Tower Advisory Services
Minnesota
$562K +$42.2K +341 +7%
FA
2738
Faithward Advisors
Pennsylvania
$561K -$48.1K -388 -7%
CA
2739
Centerpoint Advisors
Massachusetts
$561K +$2.48K +20 +0.4%
MA
2740
Momentum Advisors
New York
$561K +$618K +4,985 New
FHC
2741
First Heartland Consultants
Missouri
$559K -$18.6K -150 -3%
BIMC
2742
Benson Investment Management Company
Virginia
$557K – – –
DIM
2743
Delta Investment Management
California
$557K +$124 +1 +0%
VCM
2744
Virtue Capital Management
Tennessee
$554K -$853K -6,882 -58%
HI
2745
Humankind Investments
New York
$553K -$96.4K -778 -14%
AFG
2746
Arkansas Financial Group
Arkansas
$552K -$4.71K -38 -0.8%
SWP
2747
Summit Wealth Partners
Florida
$551K +$384K +3,100 +173%
MWM
2748
McNaughton Wealth Management
California
$550K +$215K +1,733 +55%
SCM
2749
Shapiro Capital Management
Georgia
$550K +$248K +2,000 +69%
AWM
2750
Avondale Wealth Management
Texas
$549K +$139K +1,125 +30%
108 109
110
111 112