We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
4626
CV Advisors
Florida
$209K +$197K +663 New
VFIC
4627
Valley Forge Investment Consultants
Pennsylvania
$209K -$150K -503 -43%
SG
4628
Somerset Group
Minnesota
$208K +$197K +661 New
PM
4629
Penbrook Management
New York
$208K +$196K +660 New
CP
4630
Clarendon Private
Massachusetts
$208K +$196K +658 New
PF
4631
Penney Financial
Texas
$208K -$11.9K -40 -6%
BFP
4632
Beacon Financial Planning
Massachusetts
$207K +$196K +658 New
MAV
4633
Mason & Associates (Virginia)
Virginia
$207K – – –
CCMI
4634
Creative Capital Management Investments
California
$207K +$14K +47 +8%
CIM
4635
Corbyn Investment Management
Maryland
$207K +$195K +655 New
SS
4636
Sound Stewardship
Kansas
$207K +$195K +655 New
CIS
4637
Continental Investors Services
Washington
$205K +$205K +688 New
MWP
4638
Meredith Wealth Planning
Illinois
$204K +$193K +648 New
TWM
4639
Trinity Wealth Management
Pennsylvania
$204K +$193K +648 New
MF
4640
Manuka Financial
Virginia
$204K +$193K +648 New
RCA
4641
Runnymede Capital Advisors
Ohio
$203K +$192K +644 New
WCP
4642
Welch Capital Partners
New York
$203K +$191K +642 New
CCM
4643
Collar Capital Management
Wisconsin
$202K +$191K +641 New
EA
4644
Evolution Advisers
Virginia
$202K – – –
WAOTB
4645
Wealth Advisors of Tampa Bay
Florida
$202K +$190K +640 New
TGIA
4646
Torrey Growth & Income Advisors
California
$201K +$190K +638 New
FF
4647
Financial Futures
New Jersey
$200K +$189K +635 New
MAM
4648
Marquette Asset Management
Minnesota
$200K +$69.6K +234 +59%
MFG
4649
Mendota Financial Group
Wisconsin
$199K – – –
BHWM
4650
Bay Harbor Wealth Management
Maryland
$197K -$26.2K -88 -12%
184 185
186
187 188