We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
4501
Intentional Wealth Strategies
Colorado
$432K -$9.01K -29 -2%
OTL
4502
Oak Thistle LLC
New York
$432K +$410K +1,319 New
HSWM
4503
Hubbell Strickland Wealth Management
Louisiana
$427K +$35.7K +115 +10%
LJCM
4504
Lee Johnson Capital Management
Texas
$427K -$346K -1,113 -46%
RLH
4505
RD Lewis Holdings
Florida
$427K +$369K +1,188 New
W
4506
WPWealth
Texas
$427K +$12.1K +39 +3%
SCM
4507
Sage Capital Management
New Jersey
$426K +$1.24K +4 +0.3%
RCM
4508
Richardson Capital Management
Wisconsin
$426K -$2.48K -8 -0.6%
PCM
4509
Praxis Capital Management
Illinois
$426K -$610K -1,963 -60%
PCC
4510
Park Circle Company
Maryland
$426K – – –
KFG
4511
Kelly Financial Group
Connecticut
$425K -$2.17K -7 -0.5%
R
4512
Rebalance
California
$424K +$18.9K +61 +5%
CPA
4513
Cathy Pareto & Associates
Florida
$423K +$1.86K +6 +0.5%
AU
4514
AlphaGrep UK
$423K -$932K -3,000 -70%
LGW
4515
Leslie Global Wealth
Illinois
$422K -$3.42K -11 -0.8%
RPA
4516
Rock Point Advisors
Vermont
$422K – – –
WFA
4517
Websterrogers Financial Advisors
South Carolina
$422K – – –
AFS
4518
Axiom Financial Strategies
Indiana
$422K +$5.59K +18 +1%
MSF
4519
Mustard Seed Financial
Arkansas
$421K – – –
HA
4520
Heartland Advisors
Wisconsin
$421K – – –
OWM
4521
Orgel Wealth Management
Wisconsin
$420K +$27K +87 +7%
RWM
4522
Rialto Wealth Management
New York
$420K +$30.1K +97 +8%
LAMC
4523
Longview Asset Management (California)
California
$419K -$14.9K -48 -4%
AAS
4524
AdviceOne Advisory Services
Connecticut
$418K +$311 +1 +0.1%
HI
4525
Human Investing
Oregon
$418K +$932 +3 +0.2%
179 180
181
182 183