We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
3051
Meridian Financial
Massachusetts
$503K – – –
FA
3052
Forefront Analytics
Pennsylvania
$502K +$4.95K +36 +1%
HPM
3053
Hoxton Planning & Management
West Virginia
$501K +$25.2K +183 +6%
MPAM
3054
Murphy Pohlad Asset Management
Minnesota
$500K – – –
KAM
3055
KEB Asset Management
Illinois
$500K -$4.95K -36 -1%
TF
3056
Trek Financial
Arizona
$499K -$24.5K -178 -5%
UL
3057
Unionview LLC
Washington
$498K -$23.4K -170 -5%
IFO
3058
Independent Family Office
New York
$498K – – –
KFG
3059
Kingdom Financial Group
Arizona
$497K +$470K +3,417 New
BA
3060
Bridge Advisory
California
$496K +$30.1K +219 +7%
FCT
3061
First Community Trust
Iowa
$495K -$72.9K -530 -13%
MF
3062
Montis Financial
Massachusetts
$494K -$19.9K -145 -4%
TPW
3063
Tiller Private Wealth
Pennsylvania
$494K +$7.84K +57 +2%
SWM
3064
Shelton Wealth Management
Texas
$493K +$5.64K +41 +1%
BDA
3065
Borer Denton & Associates
Pennsylvania
$492K – – –
JCM
3066
J2 Capital Management
Michigan
$492K +$135K +979 +41%
SAM
3067
S.A. Mason
Michigan
$489K – – –
FSC
3068
Full Sail Capital
Oklahoma
$488K +$9.9K +72 +2%
MWM
3069
Merriman Wealth Management
Washington
$487K -$53.6K -390 -10%
FGA
3070
Fortis Group Advisors
New Jersey
$487K +$413 +3 +0.1%
GM
3071
GeoWealth Management
Illinois
$486K +$142K +1,033 +45%
UCB
3072
United Community Bank
South Carolina
$485K +$99.7K +725 +28%
LFG
3073
Lockerman Financial Group
California
$484K +$4.4K +32 +1%
C
3074
CEDRUS
Colorado
$484K -$17.2K -125 -4%
HAS
3075
Holland Advisory Services
Florida
$483K – – –
121 122
123
124 125