We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SC
3401
Sierra Capital
Florida
$862K +$29.6K +127 +4%
MFS
3402
Miller Financial Services
Michigan
$861K +$837K +3,593 New
LWM
3403
LongView Wealth Management
Georgia
$858K +$466 +2 +0.1%
MCM
3404
Magnolia Capital Management
New York
$857K
SI
3405
Stonekeep Investments
New Mexico
$857K -$4.42K -19 -0.5%
HWP
3406
Hibernia Wealth Partners
Louisiana
$856K -$483K -2,075 -37%
MF
3407
Montis Financial
Massachusetts
$856K +$167K +716 +25%
CMAI
3408
Capital Management Associates Inc
Minnesota
$855K +$1.17K +5 +0.1%
RW
3409
Rede Wealth
Virginia
$854K -$33.5K -144 -4%
LFS
3410
Legacy Financial Strategies
Kansas
$851K +$35.6K +153 +5%
PAWA
3411
Palo Alto Wealth Advisors
California
$851K +$403K +1,731 +95%
CCP
3412
Carmel Capital Partners
California
$850K +$2.79K +12 +0.3%
FWI
3413
Facet Wealth Inc
Maryland
$848K +$13K +56 +2%
BMD
3414
Better Money Decisions
New Mexico
$847K +$114K +491 +16%
OWM
3415
OneAscent Wealth Management
Alabama
$847K -$43.3K -186 -5%
Fuller & Thaler Asset Management
3416
Fuller & Thaler Asset Management
California
$846K
GWM
3417
Glass Wealth Management
Texas
$845K +$27.9K +120 +4%
IWA
3418
IVC Wealth Advisors
Pennsylvania
$845K -$113K -487 -12%
GFWA
3419
Grey Fox Wealth Advisors
Delaware
$844K +$466 +2 +0.1%
OAM
3420
Oberweis Asset Management
Illinois
$843K -$45K -193 -5%
ACA
3421
American Capital Advisory
Idaho
$840K
KIC
3422
Keating Investment Counselors
Florida
$839K
WI
3423
WJ Interests
Texas
$839K
BWM
3424
BankPlus Wealth Management
Mississippi
$836K +$812K +3,488 New
NFTC
3425
North Forty Two & Co
Oregon
$834K +$810K +3,478 New