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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
APW
2851
Axim Planning & Wealth
Ohio
$606K +$19.7K +144 +3%
CSWG
2852
Cardinal Strategic Wealth Guidance
Kentucky
$605K -$48.6K -355 -7%
JJBC
2853
James J. Burns & Company
New York
$604K +$153K +1,116 +32%
PWS
2854
Private Wealth Strategies
Ohio
$603K +$21.6K +158 +4%
WAM
2855
Wakefield Asset Management
Colorado
$603K +$634K +4,628 New
AFG
2856
ABLE Financial Group
Arizona
$600K +$631K +4,608 New
SPI
2857
Sutton Place Investors
New York
$600K +$5.34K +39 +0.9%
SAA
2858
Southeast Asset Advisors
Georgia
$599K +$23.3K +170 +4%
RHDIC
2859
R.H. Dinel Investment Counsel
California
$598K
BIA
2860
Benchmark Investment Advisors
Illinois
$598K -$442K -3,228 -41%
Cohen & Steers
2861
Cohen & Steers
New York
$598K
MSWMA
2862
Market Street Wealth Management Advisors
Indiana
$597K +$344K +2,514 +122%
EWA
2863
ERTS Wealth Advisors
Michigan
$597K -$37.1K -271 -6%
MC
2864
Matisse Capital
Oregon
$597K +$628K +4,581 New
OGC
2865
One68 Global Capital
New York
$596K +$54.8K +400 New
NNPTE
2866
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$595K -$16.6M -121,401 -96%
I2I
2867
Insight 2811 Inc
Illinois
$593K -$11.5K -84 -2%
CWM
2868
Centurion Wealth Management
Virginia
$593K +$6.3K +46 +1%
MIM
2869
Merrion Investment Management
New Jersey
$592K
JCM
2870
Jag Capital Management
Missouri
$591K +$280K +2,042 +82%
SSG
2871
Summit Securities Group
New York
$590K -$1.41M -10,264 -69%
SFG
2872
Sovereign Financial Group
Connecticut
$589K -$2.88K -21 -0.5%
MFGP
2873
Marshall Financial Group (Pennsylvania)
Pennsylvania
$588K +$2.06K +15 +0.3%
CWP
2874
Curated Wealth Partners
California
$588K -$7.4K -54 -1%
NRI
2875
NFP Retirement Inc
California
$586K +$206K +1,507 +50%