We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1926
Morningstar Investment Management
Illinois
$3.73M +$123K +680 +4%
CPC
1927
Congress Park Capital
New York
$3.73M -$235K -1,300 -7%
RFA
1928
Register Financial Advisors
Georgia
$3.73M +$151K +838 +5%
SC
1929
Sawyer & Company
Massachusetts
$3.72M -$1.8K -10 -0.1%
NL
1930
NWAM LLC
Washington
$3.71M -$277K -1,533 -7%
BTWM
1931
Baker Tilly Wealth Management
Wisconsin
$3.71M -$350K -1,939 -9%
ATWA
1932
Arbor Trust Wealth Advisors
Michigan
$3.7M +$39.7K +220 +1%
AO
1933
Advisor OS
Illinois
$3.7M +$463K +2,564 +16%
SFG
1934
Snider Financial Group
Washington
$3.69M +$28.9K +160 +0.9%
AIM
1935
Aspen Investment Management
Michigan
$3.69M -$15K -83 -0.4%
CPW
1936
Cove Private Wealth
New York
$3.69M – – –
OFA
1937
Oak Family Advisors
Illinois
$3.67M -$24.5K -136 -0.7%
ARC
1938
Advisor Resource Council
Texas
$3.67M -$1.16M -6,401 -23%
IIC
1939
Integrated Investment Consultants
Michigan
$3.67M +$6.5K +36 +0.2%
WA
1940
WP Advisors
California
$3.66M -$33K -183 -1%
WEG
1941
World Equity Group
Illinois
$3.66M +$41.5K +230 +1%
WFAG
1942
Worth Financial Advisory Group
North Carolina
$3.66M +$136K +751 +4%
WG
1943
Winton Group
United Kingdom
$3.66M -$83.9K -465 -2%
EFG
1944
Ethos Financial Group
Pennsylvania
$3.65M -$59.5K -330 -2%
EWM
1945
Empirical Wealth Management
Washington
$3.65M -$7.22K -40 -0.2%
GFG
1946
Goldstone Financial Group
Illinois
$3.65M -$17.5K -97 -0.5%
MIA
1947
MeadowBrook Investment Advisors
Michigan
$3.64M -$138K -764 -4%
TP
1948
Tranquility Partners
Tennessee
$3.64M -$74K -410 -2%
WC
1949
Wynn Capital
Georgia
$3.63M -$76.1K -422 -2%
TCM
1950
Tandem Capital Management
New Jersey
$3.63M -$24.4K -135 -0.7%
76 77
78
79 80