We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
2801
Index Fund Advisors
California
$453K -$37.1K -323 -7%
HWA
2802
Hillcrest Wealth Advisors
New Jersey
$453K – – –
ACA
2803
Affinity Capital Advisors
California
$453K +$918 +8 +0.2%
CCA
2804
Cottonwood Capital Advisors
Utah
$452K -$230 -2 -0%
RIS
2805
Retirement Income Solutions
Michigan
$451K – – –
SFM
2806
Spartan Fund Management
Canada
$451K – – –
ONST
2807
Old North State Trust
North Carolina
$451K +$495K +4,311 +107,775%
QFA
2808
Quantum Financial Advisors
California
$450K – – –
WAM
2809
Weinberger Asset Management
California
$450K – – –
HAM
2810
Hedges Asset Management
Nevada
$449K – – –
SIM
2811
Sadoff Investment Management
Wisconsin
$447K -$14.8K -129 -3%
SDAM
2812
Shulman DeMeo Asset Management
New York
$447K -$1.38K -12 -0.3%
NVIM
2813
New Vernon Investment Management
Illinois
$444K – – –
PWS
2814
Private Wealth Strategies
Ohio
$444K +$23.1K +201 +5%
LWP
2815
Lumature Wealth Partners
Georgia
$443K +$32.4K +282 +7%
ABLA
2816
Alan B. Lancz & Associates
Ohio
$442K – – –
UWPG
2817
Ullmann Wealth Partners Group
Florida
$442K +$17.6K +153 +4%
SFG
2818
Sunburst Financial Group
Alabama
$438K +$13.7K +119 +3%
MA
2819
Maxele Advisors
Missouri
$437K -$5.16K -45 -1%
EIA
2820
Eldridge Investment Advisors
New Hampshire
$437K -$2.98K -26 -0.6%
CGH
2821
CMG Global Holdings
Texas
$437K -$1.72K -15 -0.4%
TFA
2822
Tranquilli Financial Advisor
New Jersey
$434K +$73.2K +638 +18%
LGA
2823
Lebenthal Global Advisors
New York
$433K -$165K -1,440 -26%
MJRIC
2824
Mogy Joel R Investment Counsel
California
$433K – – –
SNBOSD
2825
Security National Bank of So Dak
Iowa
$432K -$6.77K -59 -1%
111 112
113
114 115