We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
4026
Delta Wealth Advisors
Indiana
$498K – – –
BOSSRA
4027
B.O.S.S. Retirement Advisors
Utah
$498K +$79.4K +311 +22%
BGA
4028
Battery Global Advisors
Massachusetts
$498K – – –
DC
4029
Defender Capital
North Carolina
$495K – – –
NPI
4030
New Perspectives Inc
Mississippi
$494K +$28.1K +110 +7%
SFS
4031
Sharp Financial Services
Pennsylvania
$493K -$20.4K -80 -4%
KL
4032
KWMG LLC
Kansas
$491K -$4.34K -17 -1%
OAJ
4033
Ogorek Anthony Joseph
New York
$491K -$28.6K -112 -6%
TA
4034
Townsend & Associates
Colorado
$491K -$2.16M -8,446 -84%
JGIA
4035
Jackson Grant Investment Advisers
Connecticut
$490K -$1.53K -6 -0.4%
AFO
4036
Allie Family Office
Florida
$490K – – –
RLIM
4037
Red Lighthouse Investment Management
New York
$490K +$4.34K +17 +1%
GFM
4038
GF Fund Management
China
$490K -$699K -2,738 -62%
EWA
4039
Emergent Wealth Advisors
New York
$490K +$9.19K +36 +2%
IWP
4040
Innova Wealth Partners
Pennsylvania
$489K -$19.9K -78 -4%
OA
4041
Oxbow Advisors
Texas
$489K -$74.8K -293 -15%
FWP
4042
Fiduciary Wealth Partners
Massachusetts
$488K -$134K -527 -24%
GAMC
4043
Garner Asset Management Corp
Texas
$486K -$103K -403 -19%
AWM
4044
Adams Wealth Management
Utah
$486K -$49.3K -193 -10%
CI
4045
CacheTech Inc
Utah
$486K -$49.3K -193 -10%
FSBI
4046
Fearless Solutions (Best Invest)
Texas
$484K +$30.6K +120 +8%
IPW
4047
IronBridge Private Wealth
Texas
$483K -$27.3K -107 -6%
LD
4048
Lipe & Dalton
New York
$483K – – –
MQWP
4049
Morey & Quinn Wealth Partners
Nebraska
$482K +$9.7K +38 +2%
NICM
4050
Neo Ivy Capital Management
New York
$480K +$423K +1,657 New
160 161
162
163 164