We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
5101
Park Square Financial Group
Georgia
$49.9K -$8.98K -29 -12%
DRP
5102
Decker Retirement Planning
Utah
$48.7K -$26.3K -85 -36%
SC
5103
Swan Capital
Florida
$48.5K – – –
CA
5104
Cresta Advisors
Texas
$48.3K +$46.4K +150 New
TFG
5105
Team Financial Group
California
$47.8K – – –
SFS
5106
Sunrise Financial Services
Washington
$47.4K +$45.5K +147 New
MBFW
5107
Morton Brown Family Wealth
Pennsylvania
$46.9K +$3.1K +10 +7%
PFO
5108
Pioneer Family Office
Florida
$45.8K +$44K +142 New
WT
5109
WHI Trust
Illinois
$44.8K +$43K +139 New
AI
5110
Atomic Invest
New York
$44.3K +$42.4K +137 New
BIM
5111
Breakwater Investment Management
Washington
$43.8K +$1.55K +5 +4%
IPS
5112
Investors Portfolio Services
Washington
$43.8K +$42.1K +136 New
MCA
5113
Midwest Capital Advisors
Michigan
$41.8K -$15.5K -50 -28%
HWM
5114
Horizons Wealth Management
North Carolina
$40.3K – – –
MTI
5115
Merrithew & Thorsten Inc
California
$40K +$38.4K +124 New
RPA
5116
Redwood Park Advisors
California
$39K +$310 +1 +0.8%
MAFA
5117
MJT & Associates Financial Advisory
Minnesota
$36.7K – – –
OCM
5118
Osbon Capital Management
Massachusetts
$35.1K +$33.7K +109 New
1L
5119
10Elms LLP
Oklahoma
$32.2K – – –
MHIP
5120
Mountain Hill Investment Partners
New Jersey
$32.2K – – –
PIS
5121
POM Investment Strategies
North Carolina
$31.1K +$6.19K +20 +26%
EAM
5122
Exane Asset Management
France
$30.3K -$28.4M -91,794 -100%
GAG
5123
Goodman Advisory Group
Massachusetts
$30K – – –
HAP
5124
Harbor Asset Planning
Massachusetts
$29.4K – – –
WW
5125
Winnow Wealth
Texas
$29.1K +$310 +1 +1%
203 204
205
206 207