We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWR
4901
Chico Wealth RIA
California
$242K +$233K +751 New
CEI
4902
Clark Estates Inc
New York
$242K – – –
PIA
4903
Petredis Investment Advisors
Pennsylvania
$241K – – –
MAV
4904
Mason & Associates (Virginia)
Virginia
$240K +$8.98K +29 +4%
WCM
4905
Westend Capital Management
California
$240K +$179K +579 +351%
HPA
4906
High Probability Advisors
New York
$239K – – –
PFM
4907
Peak Financial Management
Massachusetts
$239K +$6.19K +20 +3%
GCM
4908
Gator Capital Management
Florida
$238K – – –
CCM
4909
Chaney Capital Management
Washington
$238K – – –
BBW
4910
Blue Barn Wealth
Utah
$238K -$147K -474 -39%
PFS
4911
Professional Financial Solutions
Virginia
$238K +$228K +738 New
RWP
4912
Ridgeline Wealth Planning
Ohio
$237K +$228K +736 New
T
4913
Tidemark
California
$237K -$2.48K -8 -1%
PFA
4914
Providence Financial Advisors
Kansas
$236K – – –
FWWM
4915
Fiscal Wisdom Wealth Management
Connecticut
$235K -$4.64K -15 -2%
TSW
4916
Three Seasons Wealth
Utah
$235K +$5.26K +17 +2%
LWMI
4917
Legacy Wealth Management (Idaho)
Idaho
$234K +$105K +339 +87%
MFG
4918
Mustico Financial Group
New York
$234K +$220K +712 New
IP
4919
Integras Partners
Georgia
$234K -$48.6K -157 -18%
SWAG
4920
Spectrum Wealth Advisory Group
California
$234K -$18.9K -61 -8%
GBA
4921
Garrison Bradford & Associates
New York
$234K – – –
CPW
4922
Crestmont Private Wealth
Texas
$233K – – –
NWM
4923
Navigoe Wealth Management
California
$233K – – –
SFA
4924
Seneca Financial Advisors
New York
$233K +$3.1K +10 +1%
GPW
4925
Gray Private Wealth
Massachusetts
$232K – – –
195 196
197
198 199