We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
4876
Pincus Capital Management
New York
$233K +$240K +792 New
MW
4877
Marrick Wealth
California
$233K -$8.19K -27 -3%
FA
4878
Financial Avengers
California
$232K -$6.37K -21 -3%
FPTW
4879
Franklin, Parlapiano, Turner & Welch
Texas
$231K – – –
PAM
4880
PVG Asset Management
Colorado
$231K -$17.3K -57 -7%
SP
4881
Sequent Planning
Nebraska
$230K -$8.8K -29 -4%
PWM
4882
Peak Wealth Management
New Hampshire
$229K – – –
CD
4883
Capital Developers
North Carolina
$229K – – –
PFM
4884
Peak Financial Management
Massachusetts
$229K +$10.9K +36 +5%
IC
4885
Iconiq Capital
California
$229K – – –
TWP
4886
TFO Wealth Partners
Ohio
$229K +$236K +778 New
GF
4887
Goodman Financial
Texas
$229K -$2.12K -7 -0.9%
T
4888
Tidemark
California
$228K +$12.4K +41 +6%
DFP
4889
Donalies Financial Planning
District of Columbia
$228K – – –
SWA
4890
Sightline Wealth Advisors
Connecticut
$228K – – –
FH
4891
Financial Harvest
Florida
$228K -$50.1K -165 -18%
RS
4892
Rakuten Securities
Japan
$227K +$38.5K +127 +20%
EMB
4893
Elefante Mark B
$227K – – –
PA
4894
Prosperity Advisers
Pennsylvania
$227K -$33.1K -109 -12%
AWM
4895
Austin Wealth Management
Texas
$226K -$127K -418 -35%
SWM
4896
Steelhead Wealth Management
Virginia
$226K +$233K +768 New
DJYG
4897
David J. Yvars Group
Florida
$226K – – –
II
4898
Impact Investors
California
$226K +$233K +767 New
CWR
4899
Chico Wealth RIA
California
$225K +$4.55K +15 +2%
FAC
4900
Financial Advisory Corporation
Michigan
$225K -$126K -414 -35%
194 195
196
197 198