We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
4351
Mowery & Schoenfeld Wealth Management
Illinois
$458K -$54.6K -180 -10%
EFL
4352
ERn Financial LLC
Wisconsin
$458K +$2.12K +7 +0.5%
SAM
4353
Seelaus Asset Management
New Jersey
$457K – – –
PAS
4354
Parsonex Advisory Services
Colorado
$457K -$676K -2,226 -59%
PFS
4355
Prospect Financial Services
New York
$456K +$8.19K +27 +2%
BLAM
4356
Bourne Lent Asset Management
New York
$456K – – –
PFA
4357
Plotkin Financial Advisors
Maryland
$456K – – –
EI
4358
EDMP Inc
Florida
$455K +$38.2K +126 +9%
APW
4359
Axim Planning & Wealth
Ohio
$454K -$23.7K -78 -5%
WMN
4360
Wealth Management Nebraska
Nebraska
$451K -$303 -1 -0.1%
LF
4361
Lighthouse Financial
Florida
$450K +$8.19K +27 +2%
FDS
4362
Freedom Day Solutions
Texas
$449K -$16.4K -54 -3%
IW
4363
Instrumental Wealth
Florida
$449K -$28.2K -93 -6%
SWM
4364
SFG Wealth Management
Maryland
$447K -$249K -819 -35%
KCAM
4365
Kagan Cocozza Asset Management
New Jersey
$446K -$5.16K -17 -1%
BDPWM
4366
Barnes Dennig Private Wealth Management
Ohio
$445K +$6.07K +20 +1%
KIA
4367
Kraematon Investment Advisors
Massachusetts
$444K +$607 +2 +0.1%
JPLA
4368
Joseph P. Lucia & Associates
New York
$444K +$13.7K +45 +3%
PF
4369
Prota Financial
Texas
$444K -$59.2K -195 -11%
RCI
4370
RS Crum Inc
California
$443K – – –
PFA
4371
Pathway Financial Advisors
Vermont
$443K -$518K -1,706 -53%
CWM
4372
ClientFirst Wealth Management
Arkansas
$442K – – –
MFS
4373
Madrona Financial Services
Washington
$442K +$15.8K +52 +4%
MA
4374
Mezzasalma Advisors
New Jersey
$441K -$7.59K -25 -2%
HP
4375
Highlander Partners
Texas
$441K – – –
173 174
175
176 177