We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
2876
NFP Retirement Inc
California
$655K +$138 +1 +0%
AC
2877
AXQ Capital
New Jersey
$654K +$619K +4,500 New
CWP
2878
Curated Wealth Partners
California
$654K -$1.93K -14 -0.3%
TSWM
2879
Tyler-Stone Wealth Management
Ohio
$654K +$619K +4,500 New
OKSA
2880
O'Keefe Stevens Advisory
New York
$653K +$82K +596 +15%
MAWA
2881
Moss Adams Wealth Advisors
Washington
$653K +$29.6K +215 +5%
RIS
2882
Retirement Income Solutions
Michigan
$653K – – –
BFA
2883
BMS Financial Advisors
South Dakota
$653K -$215K -1,560 -26%
KL
2884
KilterHowling LLC
Colorado
$651K +$81.8K +595 +15%
APA
2885
Astoria Portfolio Advisors
New York
$651K +$18.8K +137 +3%
ACP
2886
Aveo Capital Partners
Colorado
$651K +$39.1K +284 +7%
FPA
2887
First Pacific Advisors
California
$647K – – –
GA
2888
Goldstein Advisors
Wisconsin
$647K +$1.79K +13 +0.3%
MWM
2889
Moran Wealth Management
Florida
$645K +$340K +2,474 +126%
SEP
2890
Southland Equity Partners
Missouri
$645K -$160K -1,165 -21%
DI
2891
Disciplined Investments
Oklahoma
$641K -$757K -5,505 -56%
QFA
2892
Quantum Financial Advisors
California
$639K – – –
NFG
2893
Nadler Financial Group
Illinois
$638K +$138 +1 +0%
CFLC
2894
California First Leasing Corp
California
$637K – – –
PFC
2895
Phocas Financial Corp
California
$636K – – –
SAM
2896
Seelaus Asset Management
New Jersey
$634K -$37.1K -270 -6%
TWM
2897
Tanager Wealth Management
United Kingdom
$634K +$53.2K +387 +10%
ECM
2898
Elgethun Capital Management
South Dakota
$634K -$2.54M -18,465 -81%
FNC
2899
First National Corp
Massachusetts
$633K -$1.65K -12 -0.3%
TFF
2900
The Family Firm
Maryland
$632K +$2.61K +19 +0.4%
114 115
116
117 118