We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
3076
Wimmer Associates 1
California
$708K -$8.34K -55 -1%
SNBOSD
3077
Security National Bank of So Dak
Iowa
$708K -$122K -805 -16%
DCM
3078
Dimension Capital Management
Florida
$702K +$27.6K +182 +5%
LL
3079
LWMG LLC
Minnesota
$702K +$25.5K +168 +4%
TFCP
3080
Twin Focus Capital Partners
Massachusetts
$701K – – –
CP
3081
Castleview Partners
Texas
$701K +$287K +1,895 +85%
GWSG
3082
GPS Wealth Strategies Group
Colorado
$699K -$84.7K -559 -12%
CWM
3083
Cranbrook Wealth Management
Michigan
$699K +$14.4K +95 +2%
BAG
3084
Bridgewealth Advisory Group
California
$697K -$20.5K -135 -3%
WPW
3085
Warther Private Wealth
Ohio
$695K -$1.36M -8,994 -69%
SPWG
3086
Sage Private Wealth Group
Illinois
$694K +$13.2K +87 +2%
HI
3087
Humankind Investments
New York
$694K -$20K -132 -3%
AC
3088
ASB Consultores
Florida
$693K -$616K -4,068 -50%
IAG
3089
Investmark Advisory Group
Connecticut
$693K -$23.8K -157 -4%
PIM
3090
Plato Investment Management
Australia
$692K +$617K +4,070 New
CCP
3091
Cassia Capital Partners
North Carolina
$692K +$27.7K +183 +5%
RSWA
3092
Robinson Smith Wealth Advisors
Maine
$690K +$615K +4,057 New
PGA
3093
Portland Global Advisors
Maine
$688K +$37.1K +245 +6%
HP
3094
Holistic Planning
Texas
$685K +$611K +4,029 New
HG
3095
Harbor Group
New Hampshire
$680K +$52.1K +344 +9%
KBFS
3096
Kohmann Bosshard Financial Services
Ohio
$678K +$48.3K +319 +9%
KWM
3097
Kaydan Wealth Management
Michigan
$678K -$3.18K -21 -0.5%
BGAI
3098
Bruce G. Allen Investments
Colorado
$678K +$604K +3,985 New
GSIAS
3099
Garden State Investment Advisory Services
New Jersey
$678K -$4.09K -27 -0.7%
MJRIC
3100
Mogy Joel R Investment Counsel
California
$675K – – –
122 123
124
125 126