We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
3576
Empirical Asset Management
Massachusetts
$206K +$213K +1,420 New
SFG
3577
Sterling Financial Group
California
$205K -$2.25K -15 -1%
KFP
3578
Keystone Financial Planning
Ohio
$205K – – –
RWM
3579
Rezny Wealth Management
Florida
$204K +$4.2K +28 +2%
PO
3580
Private Ocean
California
$204K +$23.2K +155 +12%
FA
3581
Fermata Advisors
California
$204K +$210K +1,404 New
WAOTB
3582
Wealth Advisors of Tampa Bay
Florida
$203K +$210K +1,402 New
CWA
3583
Centennial Wealth Advisory
Michigan
$202K +$209K +1,396 New
ACA
3584
Ascension Capital Advisors
Texas
$201K -$17.7K -118 -8%
LFASL
3585
Lugano Financial Advisors SA (LFA)
Switzerland
$201K -$182K -1,215 -47%
SA
3586
Sicart Associates
New York
$201K – – –
AFO
3587
Arrowroot Family Office
California
$200K +$750 +5 +0.4%
BPCA
3588
Bank Pictet & Cie (Asia)
Singapore
$200K +$207K +1,380 New
PVAMC
3589
PPS&V Asset Management Consultants
Michigan
$200K +$207K +1,379 New
IPW
3590
Impact Partnership Wealth
Georgia
$198K +$91K +607 +80%
KFP
3591
KB Financial Partners
New Jersey
$198K -$450 -3 -0.2%
KFS
3592
Kelly Financial Services
Massachusetts
$194K -$1.5K -10 -0.7%
NCM
3593
Northwest Capital Management
Oregon
$189K – – –
RA
3594
Rise Advisors
New York
$185K -$25.2K -168 -12%
WOSD
3595
WFA of San Diego
California
$183K +$78.4K +523 +71%
CMP
3596
Coston McIsaac & Partners
Maine
$183K – – –
FCG
3597
Financial Connections Group
California
$178K -$15.1K -101 -8%
GC
3598
Gibson Capital
Pennsylvania
$176K – – –
AWM
3599
Abound Wealth Management
Tennessee
$173K -$1.8K -12 -1%
TCM
3600
TD Capital Management
Tennessee
$171K +$450 +3 +0.3%
142 143
144
145 146