We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
3301
Discipline Wealth Solutions
South Carolina
$982K +$92.7K +398 +11%
MIC
3302
Maxi Investments CY
Cyprus
$981K +$953K +4,091 New
MCM
3303
McDonough Capital Management
Florida
$979K +$208K +893 +28%
KWM
3304
Kaydan Wealth Management
Michigan
$978K – – –
CPM
3305
Connective Portfolio Management
New York
$978K -$1.4M -6,000 -60%
1WM
3306
1858 Wealth Management
Ohio
$978K -$15.4K -66 -2%
PHIC
3307
Pine Haven Investment Counsel
Massachusetts
$976K -$59.4K -255 -6%
NRI
3308
NFP Retirement Inc
California
$975K +$53.6K +230 +6%
EWA
3309
ERTS Wealth Advisors
Michigan
$973K -$85.2K -366 -8%
LA
3310
Lifeworks Advisors
Michigan
$972K +$37.7K +162 +4%
IRC
3311
Investors Research Corp
Georgia
$972K -$58.2K -250 -6%
NP
3312
Ninepoint Partners
Ontario, Canada
$971K +$30.5K +131 +3%
PWM
3313
Partners Wealth Management
California
$971K +$943K +4,049 New
SF
3314
Safeguard Financial
Wisconsin
$970K +$6.75K +29 +0.7%
TFG
3315
Taylor Financial Group
Virginia
$969K – – –
CIS
3316
Custom Index Systems
New York
$962K -$19.6K -84 -2%
WFA
3317
Wellspring Financial Advisors
Ohio
$959K -$75K -322 -7%
WDA
3318
Wendell David Associates
New Hampshire
$959K – – –
IPW
3319
Impact Partnership Wealth
Georgia
$959K +$75K +322 +9%
ECP
3320
Epacria Capital Partners
Colorado
$959K -$1.49M -6,400 -62%
HFA
3321
Harbert Fund Advisors
Alabama
$959K +$349K +1,500 +60%
HG
3322
Harbor Group
New Hampshire
$956K +$233 +1 +0%
SGWM
3323
Sterling Group Wealth Management
California
$954K -$23.1K -99 -2%
NFP
3324
Narus Financial Partners
Utah
$952K -$48.9K -210 -5%
MJRIC
3325
Mogy Joel R Investment Counsel
California
$951K – – –
131 132
133
134 135