We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
3701
Hutchens & Kramer Investment Management Group
Indiana
$336K +$16.4K +91 +6%
RLIM
3702
Red Lighthouse Investment Management
New York
$335K +$2.89K +16 +1%
SFG
3703
Sterling Financial Group
California
$335K +$2.17K +12 +0.7%
DI
3704
Disciplined Investments
Oklahoma
$335K -$491K -2,719 -62%
BHWM
3705
Beaird Harris Wealth Management
Texas
$334K +$26.5K +147 +10%
CFS
3706
Cannon Financial Strategists
Georgia
$333K +$39.3K +218 +15%
MSF
3707
Mustard Seed Financial
Arkansas
$333K – – –
HFRG
3708
Houlihan Financial Resource Group
Virginia
$332K -$1.8K -10 -0.6%
ECAM
3709
East Coast Asset Management
Massachusetts
$332K – – –
CM
3710
Capula Management
Cayman Islands
$331K +$298K +1,654 New
ACM
3711
Avalon Capital Management
California
$331K +$13.9K +77 +5%
CS
3712
CapitalatWork SA
$331K – – –
KFP
3713
Keener Financial Planning
Texas
$331K +$26.2K +145 +10%
C1AG
3714
Client 1st Advisory Group
Florida
$330K – – –
GCWM
3715
Graham Capital Wealth Management
District of Columbia
$330K – – –
R
3716
Rebalance
California
$330K – – –
HIM
3717
Hanlon Investment Management
New Jersey
$330K +$74.3K +412 +33%
MFA
3718
Morling Financial Advisors
California
$330K -$2.71K -15 -0.9%
MLFP
3719
MPS Loria Financial Planners
Illinois
$330K -$15.7K -87 -5%
MGIA
3720
Matthew Goff Investment Advisor
Texas
$328K – – –
SA
3721
Shilanski & Associates
Alaska
$324K -$335K -1,854 -53%
WFA
3722
Woodward Financial Advisors
North Carolina
$324K +$7.58K +42 +3%
TFA
3723
Toth Financial Advisory
Virginia
$324K +$9.38K +52 +3%
RIM
3724
Redwood Investment Management
Arizona
$324K -$1.27M -7,040 -81%
HCC
3725
Hirtle Callaghan & Co
Pennsylvania
$323K +$291K +1,614 New
147 148
149
150 151