We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
3801
JFG Wealth Management
Colorado
$321K +$320K +1,521 New
ELM
3802
Elite Life Management
Florida
$320K +$12.2K +58 +4%
YCG
3803
Yeomans Consulting Group
Georgia
$319K -$43.2K -205 -12%
HWMT
3804
Heritage Wealth Management (Texas)
Texas
$319K +$421 +2 +0.1%
TWM
3805
Trevian Wealth Management
Massachusetts
$319K – – –
SFMG
3806
Sage Financial Management Group
Virginia
$318K -$42.1K -200 -12%
RCI
3807
RS Crum Inc
California
$318K -$211 -1 -0.1%
W
3808
WorthPointe
California
$317K +$60.5K +287 +24%
MGWA
3809
Monument Group Wealth Advisors
Massachusetts
$316K -$51.2K -243 -14%
CAG
3810
Curtis Advisory Group
California
$316K – – –
GCL
3811
Gouws Capital LLC
North Carolina
$316K – – –
SWM
3812
Seed Wealth Management
Illinois
$315K – – –
SAM
3813
Seelaus Asset Management
New Jersey
$315K -$10.5K -50 -3%
RFP
3814
Root Financial Partners
California
$315K +$50.3K +239 +19%
FA
3815
Freestate Advisors
Kansas
$315K +$314K +1,492 New
LFASL
3816
Lugano Financial Advisors SA (LFA)
Switzerland
$314K – – –
PFP
3817
Paragon Financial Partners
California
$313K +$211 +1 +0.1%
CFGA
3818
Cambridge Financial Group (Arizona)
Arizona
$313K -$7.37K -35 -2%
TCM
3819
Tuttle Capital Management
Connecticut
$313K +$40.4K +192 +15%
KIA
3820
Kraematon Investment Advisors
Massachusetts
$313K -$201K -954 -39%
CWA
3821
Cascade Wealth Advisors
Washington
$310K – – –
C
3822
Covestor
United Kingdom
$309K +$37.3K +177 +14%
WWP
3823
Waypoint Wealth Partners
California
$308K -$339K -1,610 -52%
GA
3824
Greenspring Advisors
Maryland
$308K +$83K +394 +37%
AA
3825
AlphaMark Advisors
Kentucky
$307K -$2.11K -10 -0.7%
151 152
153
154 155