We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
B
4251
Bellecapital
Switzerland
$310K +$35.7K +140 +12%
PPH
4252
Pure Portfolios Holdings
Oregon
$309K +$77.8K +305 +32%
VAM
4253
Verity Asset Management
North Carolina
$308K -$6.37K -25 -2%
MLFP
4254
MPS Loria Financial Planners
Illinois
$308K +$510 +2 +0.2%
SBCM
4255
Silverberg Bernstein Capital Management
New York
$308K – – –
W
4256
WPWealth
Texas
$307K -$189K -741 -37%
CWM
4257
CarsonAllaria Wealth Management
Illinois
$307K -$8.41K -33 -3%
EP
4258
Essential Planning
New Hampshire
$306K -$21.3M -83,642 -99%
FWM
4259
FMB Wealth Management
California
$305K +$1.27K +5 +0.4%
2L
4260
25 LLC
Missouri
$305K +$38.2K +150 +14%
CA
4261
Crane Advisory
California
$305K – – –
PIA
4262
Panoramic Investment Advisors
Colorado
$305K -$255 -1 -0.1%
FA
4263
Fortis Advisors
Pennsylvania
$304K +$40K +157 +15%
FCM
4264
Family Capital Management
Michigan
$303K +$315K +1,237 New
CMP
4265
Coston McIsaac & Partners
Maine
$303K – – –
EC
4266
EntryPoint Capital
New York
$301K +$313K +1,228 New
UWM
4267
USAdvisors Wealth Management
Minnesota
$301K -$18.9K -74 -6%
TIA
4268
Tandem Investment Advisors
South Carolina
$300K -$309K -1,212 -50%
WMN
4269
Wealth Management Nebraska
Nebraska
$300K +$87.2K +342 +39%
GWA
4270
Geometric Wealth Advisors
District of Columbia
$300K +$4.84K +19 +2%
FFP
4271
Freedom Financial Partners
Minnesota
$298K -$1.02K -4 -0.3%
MFGP
4272
Marshall Financial Group (Pennsylvania)
Pennsylvania
$298K – – –
SC
4273
Schubert & Co
Texas
$297K +$79K +310 +34%
FCC
4274
Flower City Capital
New York
$297K – – –
PRRFG
4275
Paul R. Ried Financial Group
Washington
$297K -$7.14K -28 -2%
169 170
171
172 173