We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
3001
Collective Family Office
Pennsylvania
$479K -$188K -1,369 -27%
DWA
3002
Dougherty Wealth Advisers
Minnesota
$479K
CWM
3003
Cahaba Wealth Management
Georgia
$478K -$685 -5 -0.1%
GC
3004
Garde Capital
Washington
$476K -$25.8K -188 -5%
LOIP
3005
Live Oak Investment Partners
Texas
$476K
PSCM
3006
Per Stirling Capital Management
Texas
$475K -$124K -905 -20%
RCG
3007
Rock Creek Group
District of Columbia
$474K -$554K -4,045 -53%
RA
3008
Ruggaard & Associates
Ohio
$474K +$498K +3,635 New
BSSFA
3009
Baron Silver Stevens Financial Advisors
Florida
$473K +$53.6K +391 +12%
AWM
3010
Avondale Wealth Management
Texas
$472K +$3.42K +25 +0.7%
JCM
3011
Jacobsen Capital Management
Utah
$471K +$496K +3,618 New
TF
3012
Trek Financial
Arizona
$470K -$32.6K -238 -6%
UL
3013
Unionview LLC
Washington
$468K +$5.48K +40 +1%
PI
3014
Parkside Investments
Illinois
$468K +$44.7K +326 +10%
KC
3015
Kenfarb & Co
Kentucky
$468K
GSIAS
3016
Garden State Investment Advisory Services
New Jersey
$468K +$19.2K +140 +4%
FCM
3017
Fourpath Capital Management
Oklahoma
$466K -$654K -4,773 -57%
Fuller & Thaler Asset Management
3018
Fuller & Thaler Asset Management
California
$463K
FGA
3019
Fortis Group Advisors
New Jersey
$462K +$458K +3,343 New
MF
3020
Montis Financial
Massachusetts
$462K -$7.26K -53 -1%
IAG
3021
Investment Advisory Group
Massachusetts
$462K -$4.66K -34 -1%
KCM
3022
Kathmere Capital Management
Pennsylvania
$461K +$67.4K +492 +16%
CCA
3023
Childress Capital Advisors
Texas
$461K -$867K -6,331 -64%
B
3024
Barings
North Carolina
$459K +$50K +365 +12%
AWAU
3025
Alliance Wealth Advisors (Utah)
Utah
$458K -$21.6K -158 -4%