JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
3451
OneAscent Wealth Management
Alabama
$978K +$51.5K +202 +6%
LFA
3452
Laraway Financial Advisors
Minnesota
$978K – – –
CCM
3453
Charter Capital Management
Wisconsin
$977K +$860K +3,369 New
PCFFS
3454
Pacific Center for Financial Services
California
$975K +$2.55K +10 +0.3%
KWM
3455
KFG Wealth Management
Indiana
$975K +$60.5K +237 +8%
BTC
3456
Bank & Trust Company
Illinois
$973K -$6.13K -24 -0.7%
GWM
3457
Glass Wealth Management
Texas
$972K -$44.4K -174 -5%
FWP
3458
Firethorn Wealth Partners
Georgia
$971K -$11.2K -44 -1%
ACM
3459
AUA Capital Management
Pennsylvania
$969K – – –
OWA
3460
Outlook Wealth Advisors
Texas
$966K +$13.3K +52 +2%
IWA
3461
IVC Wealth Advisors
Pennsylvania
$965K +$13.5K +53 +2%
FA
3462
Forefront Analytics
Pennsylvania
$963K -$9.95K -39 -1%
MAM
3463
Mullooly Asset Management
New Jersey
$963K +$9.7K +38 +1%
FA
3464
Fiducient Advisors
Illinois
$963K -$748K -2,932 -47%
ONSWM
3465
Old North State Wealth Management
North Carolina
$962K +$76.6K +300 +10%
RFA
3466
Reyes Financial Architecture
California
$962K +$211K +828 +33%
EFG
3467
Ehrlich Financial Group
California
$961K +$26.3K +103 +3%
FAM
3468
Fairtree Asset Management
South Africa
$955K – – –
FCT
3469
First Community Trust
Iowa
$954K – – –
I2I
3470
Insight 2811 Inc
Illinois
$954K +$29.3K +115 +4%
CSF
3471
Capital Squared Financial
Maryland
$954K +$840K +3,291 New
UWP
3472
Uniting Wealth Partners
Kansas
$954K +$37K +145 +5%
PWM
3473
Partners Wealth Management
California
$954K – – –
PWM
3474
Puff Wealth Management
New Jersey
$953K +$216K +845 +35%
AZ
3475
Alpha Zero
Florida
$953K +$11.2K +44 +1%
137 138
139
140 141