We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
NIP
1851
Nicholas Investment Partners
California
$4.79M
VFA
1852
Voya Financial Advisors
Connecticut
$4.78M +$95.7K +411 +2%
TPW
1853
Transatlantique Private Wealth
New York
$4.78M -$714K -3,064 -13%
AWE
1854
Avidian Wealth Enterprises
Texas
$4.77M +$53.1K +228 +1%
RFA
1855
Resurgent Financial Advisors
Georgia
$4.77M -$144K -617 -3%
ACS
1856
Archford Capital Strategies
Illinois
$4.77M -$4.42K -19 -0.1%
BHB
1857
Bank Hapoalim BM
Israel
$4.76M -$249K -1,071 -5%
FTF
1858
Freedom Together Foundation
New York
$4.76M -$18.6M -80,000 -80%
BO
1859
Bank OZK
Arkansas
$4.75M -$356K -1,530 -7%
MSK
1860
Melissa S. Kampmann
$4.75M -$525K -2,255 -10%
IP
1861
Intellectus Partners
California
$4.75M +$6.52K +28 +0.1%
CCA
1862
Cobblestone Capital Advisors
New York
$4.74M +$45.7K +196 +1%
NRC
1863
New Republic Capital
North Carolina
$4.73M +$113K +485 +3%
TWP
1864
Tyche Wealth Partners
Texas
$4.72M +$505K +2,170 +12%
CPW
1865
Cove Private Wealth
New York
$4.72M +$302K +1,298 +7%
PPWP
1866
Proquility Private Wealth Partners
Nevada
$4.72M +$3.26K +14 +0.1%
PFA
1867
Pure Financial Advisors
California
$4.71M -$15.4K -66 -0.3%
IIC
1868
Integrated Investment Consultants
Michigan
$4.71M -$4.78M -20,508 -51%
WI
1869
WrapManager Inc
California
$4.7M -$252K -1,083 -5%
KCP
1870
Kera Capital Partners
California
$4.7M +$4.57M +19,600 New
PIP
1871
Peachtree Investment Partners
Florida
$4.69M -$130K -559 -3%
SAI
1872
Savvy Advisors Inc
New York
$4.69M +$1.43M +6,120 +46%
PCM
1873
Poehling Capital Management
Wisconsin
$4.69M -$42.4K -182 -0.9%
Capstone Investment Advisors
1874
Capstone Investment Advisors
New York
$4.66M +$2.15M +9,226 +90%
IP
1875
Investment Partners
Ohio
$4.65M +$143K +615 +3%