We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
4301
CMH Wealth Management
New Hampshire
$525K +$255K +825 +103%
JHC
4302
J. Hagan Capital
Kentucky
$525K -$69K -223 -12%
SHWM
4303
Smith & Howard Wealth Management
Georgia
$525K – – –
SWIA
4304
Solano Wealth Investment Advisors
California
$524K +$310 +1 +0.1%
APW
4305
Axim Planning & Wealth
Ohio
$523K -$29.4K -95 -6%
PFG
4306
Pinnacle Financial Group
Illinois
$522K +$42.1K +136 +9%
LFASL
4307
Lugano Financial Advisors SA (LFA)
Switzerland
$521K +$9.6K +31 +2%
PBF
4308
Petix & Botte Financial
California
$521K – – –
BMM
4309
Berkshire Money Management
Massachusetts
$521K +$500K +1,616 New
KCM
4310
Kendall Capital Management
Maryland
$520K +$35.6K +115 +8%
SWA
4311
Strata Wealth Advisors
Texas
$519K +$11.1K +36 +2%
GFL
4312
Granite FO LLC
New Hampshire
$518K -$13.9K -45 -3%
SFMG
4313
Sage Financial Management Group
Virginia
$518K +$38.4K +124 +8%
LIA
4314
Luken Investment Analytics
Tennessee
$515K -$181K -586 -27%
GRA
4315
Golden Road Advisors
Florida
$514K -$222K -718 -31%
TWM
4316
Trevian Wealth Management
Massachusetts
$514K +$2.79K +9 +0.6%
TA
4317
Townsend & Associates
Colorado
$514K +$5.57K +18 +1%
CW
4318
Cedarwood Wealth
Colorado
$512K +$527K +1,702 New
ACM
4319
Avalon Capital Management
California
$511K – – –
HGA
4320
Hobbs Group Advisors
South Carolina
$511K +$8.67K +28 +2%
LD
4321
Lipe & Dalton
New York
$511K -$24.8K -80 -5%
BAM
4322
Belleair Asset Management
Florida
$511K +$491K +1,585 New
WQ
4323
Wealth Quarterback
New Jersey
$511K +$39.9K +129 +9%
FDS
4324
Freedom Day Solutions
Texas
$509K -$4.03K -13 -0.8%
EMC
4325
Everest Management Corp
California
$507K -$35.3K -114 -7%
171 172
173
174 175