We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPN
4451
Financial Planning Navigators
Minnesota
$459K +$28.3K +91 +7%
WN
4452
Williams & Novak
California
$459K -$4.35K -14 -1%
RIS
4453
Richmond Investment Services
Wisconsin
$459K -$480K -1,546 -52%
SAM
4454
Seelaus Asset Management
New Jersey
$458K -$47.8K -154 -10%
TFP
4455
Triune Financial Partners
Kansas
$458K -$4.66K -15 -1%
CCM
4456
Cloud Capital Management
Washington
$458K -$20.8K -67 -5%
CCC
4457
Chelsea Counsel Company
California
$456K – – –
SC
4458
Shearwater Capital
Colorado
$455K -$4.35K -14 -1%
WA
4459
WESPAC Advisors
California
$455K – – –
WFP
4460
Welch Financial Planning
Colorado
$455K +$130K +420 +43%
NSG
4461
Nalls Sherbakoff Group
Tennessee
$453K – – –
DWM
4462
DeLarme Wealth Management
California
$452K -$14.6K -47 -3%
IWS
4463
Integrity Wealth Solutions
Colorado
$452K +$6.83K +22 +2%
EP
4464
Essential Planning
New Hampshire
$451K -$6.52K -21 -2%
PS
4465
Portfolio Strategies
New York
$450K – – –
TWM
4466
Triton Wealth Management
Arizona
$450K -$6.21K -20 -1%
JWM
4467
JDH Wealth Management
California
$450K -$4.04K -13 -0.9%
EW
4468
Entruity Wealth
California
$449K +$621 +2 +0.1%
JBI
4469
John Boyer Inc
Florida
$448K +$1.24K +4 +0.3%
SPA
4470
Sentinel Pension Advisors
Massachusetts
$447K +$22K +71 +6%
EW
4471
Enzi Wealth
Texas
$447K -$4.66K -15 -1%
JCIA
4472
Jackson Creek Investment Advisors
Colorado
$447K -$133K -428 -25%
LAM
4473
Lifestyle Asset Management
Texas
$446K +$34.8K +112 +9%
PF
4474
PlanVest Financial
Maryland
$445K +$1.24K +4 +0.3%
OCM
4475
Outlook Capital Management
Illinois
$445K +$422K +1,358 New
177 178
179
180 181