We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
DWS
3201
Discipline Wealth Solutions
South Carolina
$780K +$779K +3,699 New
DPI
3202
Diversified Portfolios Inc
Michigan
$779K -$843 -4 -0.1%
AWS
3203
Arkfeld Wealth Strategies
Nebraska
$778K +$3.37K +16 +0.4%
OA
3204
Operose Advisors
Wisconsin
$778K +$35K +166 +5%
MF
3205
Meridian Financial
Massachusetts
$777K – – –
TWM
3206
Tanager Wealth Management
United Kingdom
$776K -$3.58K -17 -0.5%
IPW
3207
Impact Partnership Wealth
Georgia
$776K -$24.2K -115 -3%
Fiera Capital (Canada)
3208
Fiera Capital (Canada)
Quebec, Canada
$775K -$13.3K -63 -2%
A
3209
AlphaQuest
New York
$775K -$409K -1,944 -35%
GCM
3210
Greenland Capital Management
New York
$774K +$223K +1,060 +41%
PCMC
3211
Paragon Capital Management (Colorado)
Colorado
$774K -$2.53K -12 -0.3%
SWP
3212
Semus Wealth Partners
Florida
$772K -$38.3K -182 -5%
SPI
3213
Santori & Peters Inc
Pennsylvania
$771K -$15K -71 -2%
1W
3214
1776 Wealth
Georgia
$770K +$211 +1 +0%
SIM
3215
SSI Investment Management
California
$769K -$119K -565 -13%
NI
3216
NCP Inc
California
$768K -$15K -71 -2%
WCFA
3217
Walkner Condon Financial Advisors
Wisconsin
$767K +$182K +866 +31%
VBA
3218
von Borstel & Associates
Oregon
$766K +$765K +3,633 New
HPM
3219
Hoxton Planning & Management
West Virginia
$765K +$139K +659 +22%
ZF
3220
Zega Financial
Florida
$765K -$269K -1,277 -26%
GC
3221
Garde Capital
Washington
$764K -$21.7K -103 -3%
CWA
3222
Consilio Wealth Advisors
Washington
$764K +$80K +380 +12%
KWM
3223
Keebeck Wealth Management
Illinois
$763K -$2.26M -10,729 -75%
AWM
3224
Ariadne Wealth Management
California
$761K -$88.3K -419 -12%
SPP
3225
Single Point Partners
Massachusetts
$761K -$21.9K -104 -3%