We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
2026
Chapman Investment Management
California
$1.94M – – –
NCM
2027
Next Capital Management
New York
$1.93M +$50K +395 +3%
BFW
2028
Brady Family Wealth
Missouri
$1.92M +$1.82M +14,354 New
CHJWM
2029
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.92M +$887 +7 +0.1%
MWM
2030
Marion Wealth Management
Pennsylvania
$1.92M +$111K +873 +6%
TWP
2031
Tempus Wealth Planning
California
$1.92M -$228K -1,798 -11%
SFG
2032
Summit Financial Group
West Virginia
$1.92M – – –
LWP
2033
LMG Wealth Partners
Louisiana
$1.91M +$1.72M +13,589 New
CGA
2034
Compound Global Advisors
Washington
$1.91M +$1.81M +14,265 New
MLA
2035
MB, Levis & Associates
Pennsylvania
$1.91M +$1.81M +14,257 New
WCM
2036
Washington Capital Management
Washington
$1.9M -$26.6K -210 -1%
MSFS
2037
Main Street Financial Solutions
Pennsylvania
$1.9M +$110K +871 +7%
BAM
2038
Byrne Asset Management
New Jersey
$1.9M -$103K -809 -5%
SWRP
2039
Summit Wealth & Retirement Planning
California
$1.9M +$186K +1,469 +12%
BCFD
2040
Boit C.F. David
$1.9M – – –
TWM
2041
Trevian Wealth Management
Massachusetts
$1.89M +$1.48M +11,703 +485%
EBWM
2042
Eagle Bluffs Wealth Management
Missouri
$1.89M -$4.05K -32 -0.2%
WG
2043
Winton Group
United Kingdom
$1.89M -$1.52M -11,967 -46%
FFG
2044
Fortem Financial Group
California
$1.89M -$16K -126 -0.9%
TPW
2045
Transatlantique Private Wealth
New York
$1.88M +$185K +1,459 +12%
KMWM
2046
Keudell/Morrison Wealth Management
Oregon
$1.88M +$72.2K +570 +4%
KA
2047
Klingman & Associates
New York
$1.87M -$51.4K -406 -3%
BFA
2048
Brendel Financial Advisors
New Hampshire
$1.87M +$19.3K +152 +1%
VCM
2049
Violich Capital Management
California
$1.87M -$757K -5,975 -30%
PH
2050
Pinnacle Holdings
Oklahoma
$1.87M -$205K -1,618 -10%
80 81
82
83 84