JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
3876
C.M. Bidwell & Associates
Hawaii
$640K -$26.8K -90 -4%
KC
3877
Kinloch Capital
Virginia
$640K -$1.49K -5 -0.2%
FWMM
3878
Foundation Wealth Management (Missouri)
Missouri
$639K +$7.73K +26 +1%
HKAM
3879
Horizon Kinetics Asset Management
New York
$639K -$113K -380 -16%
KAM
3880
Karani Asset Management
New York
$636K – – –
KNFPWM
3881
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$636K +$6.84K +23 +1%
PWA
3882
Peterson Wealth Advisors
Utah
$635K +$9.81K +33 +2%
WFS
3883
Widmann Financial Services
Maryland
$634K +$33.6K +113 +6%
KFA
3884
Krane Funds Advisors
New York
$634K +$99.9K +336 +19%
LIG
3885
Lokken Investment Group
Delaware
$633K +$47.6K +160 +9%
Betterment LLC
3886
Betterment LLC
New York
$633K +$11K +37 +2%
WA
3887
WESPAC Advisors
California
$633K -$105K -354 -15%
CFGSD
3888
Compass Financial Group (South Dakota)
South Dakota
$632K +$1.19K +4 +0.2%
BCM
3889
Brooktree Capital Management
Michigan
$631K – – –
CI
3890
Corient IA
Florida
$631K – – –
GC
3891
Gruss & Co
Florida
$631K +$297K +1,000 +100%
AWAU
3892
Alliance Wealth Advisors (Utah)
Utah
$630K +$65.1K +219 +12%
SO
3893
Sierra Ocean
California
$629K -$63.1K -212 -10%
SWIM
3894
Smallwood Wealth Investment Management
New Jersey
$629K +$1.49K +5 +0.3%
1C
3895
111 Capital
France
$629K +$593K +1,994 New
LCC
3896
Lincoln Capital Corp
Rhode Island
$628K +$72.3K +243 +14%
BIA
3897
Bell Investment Advisors
California
$627K +$2.38K +8 +0.4%
SFP
3898
Sterling Financial Planning
New Jersey
$626K -$9.52K -32 -2%
IQI
3899
Integrated Quantitative Investments
Washington
$626K -$279K -938 -32%
AC
3900
AWM Capital
Arizona
$623K +$18.4K +62 +3%