We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MUAMU
1951
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.06M +$311K +1,000 +6%
RMAM
1952
Raab & Moskowitz Asset Management
New Jersey
$6.05M -$35.7K -115 -0.6%
LC
1953
Legacy CG
Texas
$6.05M -$62.1K -200 -1%
MWM
1954
MOKAN Wealth Management
Kansas
$6.04M +$943K +3,038 +20%
WCM
1955
Wisconsin Capital Management
Wisconsin
$6.04M +$56.8K +183 +1%
CA
1956
Continuum Advisory
Idaho
$6.04M -$353K -1,138 -6%
PWG
1957
Portside Wealth Group
Utah
$6.04M +$173K +557 +3%
EWM
1958
Evermay Wealth Management
Virginia
$6.03M +$128K +411 +2%
ARC
1959
Advisor Resource Council
Texas
$6.03M +$46K +148 +0.8%
1WA
1960
180 Wealth Advisors
Washington
$6.02M -$65.8K -212 -1%
AEPWM
1961
Atlantic Edge Private Wealth Management
Florida
$6.02M +$48.1K +155 +0.9%
IIC
1962
Integrated Investment Consultants
Michigan
$6.01M +$1.55K +5 +0%
SP
1963
Sherman Porfolios
Idaho
$6.01M -$31.4K -101 -0.5%
FWM
1964
Forza Wealth Management
Florida
$5.97M – – –
FAP
1965
Financial Advisory Partners
Florida
$5.97M -$65.2K -210 -1%
TAM
1966
Titleist Asset Management
Texas
$5.96M +$329K +1,060 +6%
ALA
1967
Atlas Legacy Advisors
California
$5.94M +$1.14M +3,670 +25%
WAAG
1968
Wealth Alliance Advisory Group
Kansas
$5.94M +$1.11M +3,573 +25%
GWM
1969
Graybill Wealth Management
Illinois
$5.93M – – –
CWS
1970
Cypress Wealth Services
California
$5.93M -$80.4K -259 -1%
DMKJ
1971
David M. Knott Jr
$5.92M -$428K -1,379 -7%
CH
1972
Canton Hathaway
Rhode Island
$5.92M -$186K -600 -3%
HDA
1973
Harold Davidson & Associates
California
$5.92M -$120K -385 -2%
TP
1974
Tranquility Partners
Tennessee
$5.91M +$49.1K +158 +0.9%
SFG
1975
Snider Financial Group
Washington
$5.9M +$109K +352 +2%
77 78
79
80 81