We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIF
4101
Hill Island Financial
Michigan
$606K -$42.2K -139 -6%
BC
4102
Broadwater Capital
Massachusetts
$606K – – –
JSA
4103
Jacobson & Schmitt Advisors
Wisconsin
$606K – – –
CL
4104
COWA LLC
Oklahoma
$606K -$64.6K -213 -9%
GCWM
4105
Graham Capital Wealth Management
District of Columbia
$606K – – –
BA
4106
Brightwater Advisory
Florida
$605K -$14.6K -48 -2%
SRWM
4107
Shira Ridge Wealth Management
California
$603K -$3.34K -11 -0.5%
RWC
4108
Rare Wolf Capital
Washington
$602K – – –
SWIM
4109
Smallwood Wealth Investment Management
New Jersey
$601K +$10.6K +35 +2%
IVP
4110
Intrinsic Value Partners
Arizona
$598K -$43.4K -143 -7%
WI
4111
Wedgewood Investors
Pennsylvania
$597K -$6.07K -20 -1%
LAM
4112
Lakewood Asset Management
Illinois
$596K -$10.3K -34 -2%
IFO
4113
Independent Family Office
New York
$596K -$53.1K -175 -8%
JE
4114
Jacobs Equity
Utah
$594K -$121K -400 -17%
RWMG
4115
Redwood Wealth Management Group
New Jersey
$594K +$303 +1 +0%
SO
4116
Sierra Ocean
California
$593K +$6.68K +22 +1%
AC
4117
AWM Capital
Arizona
$593K -$303 -1 -0%
OFP
4118
OLIO Financial Planning
Virginia
$593K -$12.4K -41 -2%
MBI
4119
May Barnhard Investments
Maryland
$592K – – –
WFS
4120
Widmann Financial Services
Maryland
$592K – – –
AR
4121
Apeiron RIA
Texas
$591K +$33.4K +110 +6%
CWA
4122
Cura Wealth Advisors
Illinois
$590K -$160K -526 -21%
FCMA
4123
Foresight Capital Management Advisors
Michigan
$589K +$2.12K +7 +0.4%
WWA
4124
Wealth Watch Advisors
Colorado
$589K +$110K +364 +22%
ATFA
4125
All Terrain Financial Advisors
Minnesota
$589K -$168K -552 -22%
163 164
165
166 167