We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
I
3376
InceptionR
California
$1.07M +$941K +3,688 New
IWP
3377
Invenio Wealth Partners
Florida
$1.07M +$26.8K +105 +3%
SPI
3378
Santori & Peters Inc
Pennsylvania
$1.07M +$2.55K +10 +0.3%
SWP
3379
Semus Wealth Partners
Florida
$1.07M +$4.85K +19 +0.5%
1W
3380
1776 Wealth
Georgia
$1.07M +$6.38K +25 +0.7%
NC
3381
North Capital
Utah
$1.07M +$2.81K +11 +0.3%
PCI
3382
Planning Center Inc
Illinois
$1.07M -$241K -946 -20%
RA
3383
Rise Advisors
New York
$1.06M +$53.8K +211 +6%
RA
3384
Rational Advisors
New York
$1.06M +$225K +883 +32%
WCP
3385
Wealthcare Capital Partners
Pennsylvania
$1.06M +$44.4K +174 +5%
BBPWM
3386
Blue Bell Private Wealth Management
Pennsylvania
$1.06M +$221K +866 +31%
MWM
3387
MBE Wealth Management
Wisconsin
$1.05M +$31.6K +124 +4%
FWA
3388
Flagship Wealth Advisors
Massachusetts
$1.05M +$6.38K +25 +0.7%
KOC
3389
Koss-Olinger Consulting
Florida
$1.05M -$27.3K -107 -3%
GPWM
3390
Grant Private Wealth Management
California
$1.05M -$956K -3,746 -51%
CFP
3391
Cascade Financial Partners
California
$1.05M +$115K +450 +14%
TFA
3392
Tranquilli Financial Advisor
New Jersey
$1.05M -$53.8K -211 -6%
HNWA
3393
Henrickson Nauta Wealth Advisors
Michigan
$1.05M +$26K +102 +3%
GFWA
3394
Grey Fox Wealth Advisors
Delaware
$1.05M -$3.06K -12 -0.3%
HI
3395
Humankind Investments
New York
$1.04M -$147K -578 -14%
SC
3396
Summa Corp
Texas
$1.04M -$102K -400 -10%
CF
3397
Cyr Financial
Illinois
$1.04M +$224K +879 +32%
SI
3398
Stonekeep Investments
New Mexico
$1.04M +$1.28K +5 +0.1%
JF
3399
Joule Financial
Kentucky
$1.04M -$9.7K -38 -1%
BFS
3400
BridgePort Financial Solutions
Iowa
$1.04M +$27.1K +106 +3%
134 135
136
137 138