We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
4276
Financial Enhancement Group
Indiana
– -$496K -2,387 Closed
WFO
4277
Wealthgate Family Office
Colorado
– -$477K -2,360 Closed
HT
4278
Headlands Technologies
Illinois
– -$477K -2,357 Closed
JFG
4279
JMG Financial Group
Illinois
– -$408K -2,015 Closed
I
4280
InceptionR
California
– -$384K -1,898 Closed
OWMIAS
4281
One Wealth Management Investment & Advisory Services
Florida
– -$366K -1,811 Closed
IWP
4282
Innova Wealth Partners
Pennsylvania
– -$356K -1,760 Closed
DI
4283
Disciplined Investments
Oklahoma
– -$343K -1,697 Closed
MAM
4284
MMA Asset Management
Pennsylvania
– -$339K -1,675 Closed
WGCA
4285
Wolf Group Capital Advisors
Virginia
– -$337K -1,664 Closed
AFG
4286
AFS Financial Group
Maryland
– -$273K -1,349 Closed
A
4287
AJOVista
Massachusetts
– -$261K -1,291 Closed
BIM
4288
Bullseye Investment Management
Ohio
– -$255K -1,228 Closed
CBFP
4289
Cedar Brook Financial Partners
Ohio
– -$245K -1,213 Closed
PHM
4290
Prospect Hill Management
New Jersey
– -$233K -1,150 Closed
SPA
4291
Sentinel Pension Advisors
Massachusetts
– -$231K -1,140 Closed
TH
4292
Team Hewins
California
– -$223K -1,103 Closed
PCMH
4293
Polymer Capital Management (HK)
Hong Kong
– -$222K -1,100 Closed
CPP
4294
Capasso Planning Partners
South Carolina
– -$222K -1,099 Closed
CWA
4295
Capital Wealth Alliance
Arizona
– -$217K -1,074 Closed
CIM
4296
Confluence Investment Management
Missouri
– -$210K -1,041 Closed
LFP
4297
Leeward Financial Partners
Washington
– -$210K -1,037 Closed
BBW
4298
Blue Barn Wealth
Utah
– -$210K -1,036 Closed
CC
4299
Cadinha & Co
Hawaii
– -$205K -1,015 Closed
LW
4300
Libra Wealth
California
– -$205K -1,012 Closed
169 170 171
172
173