We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
2751
First County Bank
Connecticut
$2.64M -$57.9K -187 -2%
EWS
2752
Eagle Wealth Strategies
New Jersey
$2.64M -$12.1K -39 -0.5%
CFGW
2753
Chancellor Financial Group WB
Pennsylvania
$2.64M -$29.4K -95 -1%
SIA
2754
Serenity Investment Advisors
Illinois
$2.63M +$2.47M +7,985 New
WAL
2755
W Advisors LLC
Tennessee
$2.63M -$153K -494 -6%
AWS
2756
Aspen Wealth Strategies
Colorado
$2.63M -$1.86K -6 -0.1%
SFWC
2757
Strategic Family Wealth Counselors
New Jersey
$2.63M +$941K +3,038 +54%
FG
2758
Foster Group
Iowa
$2.63M +$49.8K +161 +2%
DIM
2759
Delta Investment Management
California
$2.63M +$20.7K +67 +0.8%
AAG
2760
Asset Advisory Group
New Jersey
$2.62M +$2.52M +8,143 New
EWM
2761
Evergreen Wealth Management
Michigan
$2.62M +$55.1K +178 +2%
EFM
2762
Eley Financial Management
Vermont
$2.62M -$70K -226 -3%
TF
2763
Tudor Financial
Ohio
$2.62M -$10.5K -34 -0.4%
KCFA
2764
Key Client Fiduciary Advisors
New Jersey
$2.62M +$237K +766 +10%
WLPWM
2765
Walled Lake Planning & Wealth Management
Illinois
$2.62M -$87.3K -282 -3%
KLWA
2766
Kelly Lawrence W & Associates
California
$2.61M -$31K -100 -1%
VWM
2767
Vigilare Wealth Management
Arizona
$2.61M -$65.9K -213 -3%
PWM
2768
Paulson Wealth Management
Illinois
$2.61M -$107K -347 -4%
PFW
2769
Petros Family Wealth
Minnesota
$2.61M +$743K +2,401 +42%
AWM
2770
Accel Wealth Management
Iowa
$2.61M +$9.29K +30 +0.4%
AWP
2771
Abacus Wealth Partners
California
$2.61M +$1.57M +5,064 +167%
SWRP
2772
Summit Wealth & Retirement Planning
California
$2.6M -$44.3K -143 -2%
FNBSF
2773
First National Bank Sioux Falls
South Dakota
$2.6M -$104K -336 -4%
OCM
2774
Orion Capital Management
California
$2.6M -$99.1K -320 -4%
PRP
2775
Peak Retirement Planning
Ohio
$2.6M +$179K +577 +8%
109 110
111
112 113