We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1701
Cacti Asset Management
Georgia
$1.65M – – –
GWMIA
1702
Global Wealth Management Investment Advisory
Florida
$1.65M +$169K +1,641 +11%
SOAMC
1703
Spirit of America Management Corp
New York
$1.64M -$20.6K -200 -1%
AIP
1704
Almanack Investment Partners
Pennsylvania
$1.64M +$147K +1,428 +10%
SFWA
1705
Summit Financial Wealth Advisors
Louisiana
$1.64M -$25.8K -250 -2%
SIG
1706
Sargent Investment Group
Maryland
$1.64M +$56.7K +550 +4%
CA
1707
Calton & Associates
Florida
$1.63M +$86.4K +839 +5%
NCM
1708
Neumann Capital Management
California
$1.63M -$105K -1,024 -6%
BRWM
1709
B. Riley Wealth Management
Tennessee
$1.62M +$38.3K +372 +2%
FFG
1710
Ford Financial Group
California
$1.62M -$309 -3 -0%
LA
1711
Legacy Advisors
Pennsylvania
$1.62M +$810K +7,865 +97%
NJBEST
1712
New Jersey Better Educational Savings Trust
New Jersey
$1.62M -$412K -4,000 -20%
FPA
1713
First Pacific Advisors
California
$1.61M – – –
ODG
1714
O'Dell Group
Ohio
$1.61M +$63.2K +613 +4%
OCG
1715
Opus Capital Group
Ohio
$1.6M – – –
CAN
1716
Claraphi Advisory Network
United States
$1.59M -$192K -1,862 -11%
BL
1717
BFSG LLC
California
$1.59M +$15.5K +150 +1%
CA
1718
Claro Advisors
Massachusetts
$1.59M +$36.7K +356 +2%
WCM
1719
Wisconsin Capital Management
Wisconsin
$1.59M +$155K +1,500 +11%
WA
1720
WBH Advisory
Maryland
$1.59M +$47.5K +461 +3%
PP
1721
PagnatoKarp Partners
Virginia
$1.58M +$489K +4,751 +44%
MSA
1722
Marino Stram & Associates
Massachusetts
$1.58M +$91.3K +886 +6%
KA
1723
Kovack Advisors
Florida
$1.57M +$114K +1,104 +8%
DM
1724
Delphi Management
Massachusetts
$1.56M -$404K -3,923 -20%
TI
1725
Tidal Investments
Wisconsin
$1.56M +$587K +5,696 +59%
67 68
69
70 71