We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
4051
Level Financial Advisors
New York
$661K -$177K -582 -21%
FCM
4052
Fourpath Capital Management
Oklahoma
$661K -$3.04K -10 -0.4%
BIA
4053
Bell Investment Advisors
California
$660K +$20.9K +69 +3%
DWML
4054
Decker Wealth Management LLC
Tennessee
$659K -$3.94K -13 -0.6%
WQ
4055
Wealth Quarterback
New Jersey
$659K +$199K +655 +41%
SM
4056
Sensible Money
Arizona
$659K -$2.73K -9 -0.4%
SHF
4057
Safe Harbor Fiduciary
Florida
$658K -$4.55K -15 -0.7%
PGWM
4058
Pitti Group Wealth Management
New York
$658K +$9.11K +30 +1%
WCM
4059
Wealthcare Capital Management
Virginia
$656K – – –
CFA
4060
Camarda Financial Advisors
Florida
$656K -$2.54M -8,357 -79%
TAM
4061
Tucker Asset Management
Colorado
$655K -$43.1K -142 -6%
RP
4062
Riverwater Partners
Wisconsin
$652K +$8.19K +27 +1%
WF
4063
WealthPoint Financial
North Carolina
$652K -$81.3K -268 -11%
EA
4064
Efficient Advisors
Ohio
$651K – – –
CFG
4065
Compton Financial Group
Maryland
$651K +$16.4K +54 +3%
QCIG
4066
Quad-Cities Investment Group
Iowa
$650K +$317K +1,044 +89%
RPGNY
4067
Retirement Planning Group (New York)
New York
$650K -$17.9K -59 -3%
SCP
4068
Stevens Capital Partners
Nebraska
$650K +$165K +545 +33%
SCA
4069
Southern Capital Advisors
Tennessee
$650K +$303 +1 +0%
CYG
4070
Clean Yield Group
Vermont
$650K – – –
PWMG
4071
Private Wealth Management Group
New Jersey
$649K +$137K +450 +26%
Axa
4072
Axa
France
$649K -$5.16K -17 -0.8%
S
4073
Sachetta
Massachusetts
$648K -$95.3K -314 -12%
CWMGO
4074
Capstone Wealth Management Group (Oregon)
Oregon
$648K -$44.3K -146 -6%
BGAI
4075
Bruce G. Allen Investments
Colorado
$648K -$22.2K -73 -3%