We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
4701
Ulland Investment Advisors
Minnesota
$61K -$44.7K -175 -46%
HFS
4702
Horizon Financial Services
North Carolina
$60.9K +$1.79K +7 +3%
IAG
4703
Innovative Advisory Group
Massachusetts
$60.9K +$34.5K +135 +180%
BMC
4704
Bear Mountain Capital
Washington
$58.8K -$3.83K -15 -7%
NECFA
4705
New England Capital Financial Advisors
Connecticut
$58.3K +$5.1K +20 +11%
LWA
4706
Lowe Wealth Advisors
Maryland
$58.3K – – –
KSWA
4707
Kathleen S. Wright Associates
Pennsylvania
$58K – – –
HWM
4708
Horizons Wealth Management
North Carolina
$53.6K -$3.83K -15 -8%
CG
4709
Curat Global
New Hampshire
$52.2K +$11.5K +45 +33%
MCA
4710
Midwest Capital Advisors
Michigan
$52.1K – – –
MBFW
4711
Morton Brown Family Wealth
Pennsylvania
$47.1K +$255 +1 +0.6%
ICCON
4712
Investment Counsel Company of Nevada
Nevada
$45.6K +$255 +1 +0.6%
CJH
4713
Christopher J. Hasenberg
Wisconsin
$45.2K +$27.1K +106 +212%
SC
4714
Swan Capital
Florida
$44.9K +$7.66K +30 +24%
DRP
4715
Decker Retirement Planning
Utah
$43.8K – – –
CWA
4716
Carolina Wealth Advisors
South Carolina
$43.2K – – –
PMIM
4717
Prudent Man Investment Management
Colorado
$42.7K – – –
CIR
4718
Clear Investment Research
Georgia
$39.5K +$255 +1 +0.7%
WCM
4719
Westend Capital Management
California
$39.1K +$8.42K +33 +32%
BIM
4720
Breakwater Investment Management
Washington
$36.8K – – –
RIM
4721
Ryan Investment Management
Colorado
$36.8K +$32.4K +127 New
TFG
4722
Team Financial Group
California
$35.1K +$30.9K +121 New
RPA
4723
Redwood Park Advisors
California
$34.8K – – –
MAFA
4724
MJT & Associates Financial Advisory
Minnesota
$33.6K – – –
MAS
4725
MPWM Advisory Solutions
Georgia
$32.2K -$52.6K -206 -65%
187 188
189
190 191