We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1951
Providence Wealth Advisors
Illinois
$2.17M -$12.4K -98 -0.6%
EFG
1952
Everhart Financial Group
Ohio
$2.16M +$210K +1,654 +11%
PWPS
1953
Pinnacle Wealth Planning Services
Ohio
$2.16M -$276K -2,175 -12%
OAM
1954
Occidental Asset Management
California
$2.15M +$176K +1,390 +9%
OFA
1955
Oak Family Advisors
Illinois
$2.15M +$343K +2,708 +20%
GPFA
1956
Game Plan Financial Advisors
Ohio
$2.15M – – –
TC
1957
Trust Company
Kansas
$2.14M -$33.7K -266 -2%
CPIA
1958
Cornell Pochily Investment Advisors
New York
$2.14M +$164K +1,294 +9%
JWM
1959
Jeppson Wealth Management
California
$2.13M -$86.7K -684 -4%
FCAG
1960
First Capital Advisors Group
New Jersey
$2.13M -$262K -2,070 -12%
GGHC
1961
Gilder Gagnon Howe & Co
New York
$2.13M – – –
RCIM
1962
Red Cedar Investment Management
Michigan
$2.12M +$180K +1,421 +10%
MG
1963
Marex Group
$2.12M +$2M +15,782 New
EWM
1964
Empirical Wealth Management
Washington
$2.11M +$15.6K +123 +0.8%
MCCA
1965
Mill Creek Capital Advisors
Pennsylvania
$2.11M +$2M +15,758 New
AWM
1966
Aberdeen Wealth Management
Illinois
$2.11M – – –
GG
1967
Gleason Group
Kentucky
$2.1M +$15.8K +125 +0.8%
BCA
1968
Bay Colony Advisors
Massachusetts
$2.1M -$88.4K -698 -4%
SWA
1969
SFMG Wealth Advisors
Texas
$2.1M +$12.7K +100 +0.6%
ATFA
1970
All Terrain Financial Advisors
Minnesota
$2.09M +$18.6K +147 +1%
WCM
1971
WealthBridge Capital Management
Ohio
$2.09M -$111K -873 -5%
WWM
1972
WT Wealth Management
Arizona
$2.09M -$270K -2,131 -12%
EWA
1973
Etesian Wealth Advisors
Oregon
$2.09M +$1.97M +15,559 New
HNWAG
1974
High Net Worth Advisory Group
Florida
$2.09M -$84.5K -667 -4%
PCMN
1975
Paradigm Capital Management (Nevada)
Nevada
$2.09M -$634 -5 -0%
77 78
79
80 81