We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
4676
Coston McIsaac & Partners
Maine
$294K – – –
VWM
4677
Vermillion Wealth Management
Minnesota
$293K +$57.4K +189 +23%
AFS
4678
AFG Fiduciary Services
Massachusetts
$293K -$16.1K -53 -5%
HWM
4679
HRC Wealth Management
Idaho
$293K -$4.86K -16 -2%
MA
4680
McGrath & Associates
North Carolina
$293K – – –
SF
4681
SWP Financial
California
$293K -$10.6K -35 -3%
DQRIM
4682
Dale Q Rice Investment Management
Washington
$292K – – –
FWSM
4683
First Wilshire Securities Management
California
$292K – – –
AA
4684
Advisory Advocates
Michigan
$292K +$103K +338 +52%
RIG
4685
Renaissance Investment Group
Massachusetts
$292K +$86.5K +285 +40%
KOC
4686
Koss-Olinger Consulting
Florida
$291K -$281K -926 -48%
MSWA
4687
Marshall & Sterling Wealth Advisors
New York
$290K +$1.52K +5 +0.5%
ZAM
4688
Zevin Asset Management
Massachusetts
$290K -$19.4K -64 -6%
W
4689
WealthCollab
Washington
$290K – – –
OFG
4690
Opulen Financial Group
Virginia
$290K +$7.28K +24 +2%
PWA
4691
Prairie Wealth Advisors
Nebraska
$290K – – –
NA
4692
Nautilus Advisors
California
$290K +$3.94K +13 +1%
BCAM
4693
Boston Common Asset Management
Massachusetts
$289K – – –
MWM
4694
Magnolia Wealth Management
Alabama
$289K – – –
WOSD
4695
WFA of San Diego
California
$289K – – –
FWM
4696
FFT Wealth Management
Pennsylvania
$288K +$297K +979 New
AW
4697
Ankerstar Wealth
Texas
$288K +$146K +480 +96%
RLWM
4698
RF&L Wealth Management
Massachusetts
$288K -$1.83M -6,023 -86%
RI
4699
Rinkey Investments
California
$287K – – –
FFW
4700
Fusion Family Wealth
New York
$287K +$303 +1 +0.1%
186 187
188
189 190