We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
2026
Signature Estate & Investment Advisors
California
$140K – – –
CFA
2027
Camarda Financial Advisors
Florida
$136K +$31K +407 +35%
TIM
2028
Tortoise Investment Management
New York
$136K +$97.8K +1,283 +435%
RFWA
2029
RPg Family Wealth Advisory
Massachusetts
$136K +$18.4K +241 +18%
HCM
2030
Horrell Capital Management
Arkansas
$135K – – –
MSFP
2031
Mark Sheptoff Financial Planning
Connecticut
$132K – – –
GPC
2032
Glacier Peak Capital
Washington
$129K +$114K +1,500 New
TJHA
2033
Thomas J. Herzfeld Advisors
Florida
$125K +$305 +4 +0.3%
TFO
2034
Tarbox Family Office
California
$124K +$229 +3 +0.2%
WIM
2035
Westside Investment Management
California
$120K +$105K +1,378 New
CAL
2036
Capital Advisors Ltd
Ohio
$119K +$6.63K +87 +7%
VIM
2037
Veritas Investment Management
United Kingdom
$114K +$101K +1,320 New
PCFFS
2038
Pacific Center for Financial Services
California
$106K +$93.3K +1,224 New
SGAM
2039
Smith Group Asset Management
Texas
$103K -$13.8K -181 -13%
ACM
2040
Americafirst Capital Management
California
$101K -$10.9K -143 -11%
TDC
2041
Thompson Davis & Co
Virginia
$100K -$542K -7,108 -86%
LA
2042
Legacy Advisors
Pennsylvania
$100K +$88.8K +1,165 New
AA
2043
AlphaMark Advisors
Kentucky
$92K – – –
DPA
2044
Delphi Private Advisors
California
$91K -$16.2K -212 -17%
NCM
2045
New Capital Management
Texas
$91K +$80.2K +1,052 New
NIA
2046
Northstar Investment Advisors
Colorado
$90K +$26.7K +350 +4%
BC
2047
Blackhill Capital
New Jersey
$86K – – –
KLI
2048
Kelman-Lazarov Inc
Tennessee
$79.8K -$5.34K -70 -7%
TCM
2049
TD Capital Management
Tennessee
$79K +$458 +6 +0.7%
TWMP
2050
Taylor Wealth Management Partners
Massachusetts
$78K – – –
80 81
82
83 84