We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
3001
Black Diamond Financial
Maryland
$966K – – –
SPL
3002
Smart Portfolios LLC
Washington
$965K +$18K +100 +2%
CFA
3003
Cahill Financial Advisors
Minnesota
$962K +$270K +1,496 +45%
SFC
3004
SYM Financial Corp
Indiana
$959K -$385K -2,133 -31%
KIG
3005
Kennedy Investment Group
New Jersey
$958K +$361 +2 +0%
TW
3006
Traveka Wealth
California
$958K -$161K -892 -16%
ZIMP
3007
Zimmermann Investment Management & Planning
Pennsylvania
$958K +$88.4K +490 +11%
BG
3008
Benedetti & Gucer
Georgia
$956K -$151K -835 -15%
RWI
3009
Red Wave Investments
Pennsylvania
$954K +$9.02K +50 +1%
WAM
3010
Weinberger Asset Management
California
$952K -$4.51K -25 -0.5%
CTFG
3011
Capstone Triton Financial Group
Oklahoma
$951K +$510K +2,825 +147%
MAG
3012
MRA Advisory Group
New Jersey
$951K -$166K -920 -16%
KIA
3013
KLR Investment Advisors
Rhode Island
$951K -$56.5K -313 -6%
GHA
3014
Granite Harbor Advisors
Texas
$949K -$1.08K -6 -0.1%
WF
3015
Wayfinding Financial
Washington
$948K -$115K -637 -12%
WCM
3016
Wedge Capital Management
North Carolina
$946K -$722 -4 -0.1%
EWA
3017
ERTS Wealth Advisors
Michigan
$945K -$19.3K -107 -2%
MWM
3018
MinichMacGregor Wealth Management
New York
$942K – – –
NI
3019
NCP Inc
California
$942K +$848K +4,702 New
RIG
3020
Ramiah Investment Group
Wisconsin
$942K -$53.6K -297 -6%
IA
3021
Insight Advisors
Pennsylvania
$939K +$13.9K +77 +2%
MFG
3022
Mainsail Financial Group
Washington
$938K +$2.71K +15 +0.3%
RWM
3023
Reston Wealth Management
Virginia
$938K -$95.3K -528 -10%
CCP
3024
Cassia Capital Partners
North Carolina
$937K +$110K +609 +15%
SAA
3025
Southeast Asset Advisors
Georgia
$937K +$541 +3 +0.1%
119 120
121
122 123