We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
HFP
2076
Holistic Financial Partners
Indiana
$1.77M -$84.9K -575 -4%
CHJWM
2077
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.77M +$22.9K +155 +1%
NF
2078
Nvest Financial
New Hampshire
$1.76M +$1.91M +12,947 New
SIM
2079
Sterling Investment Management
Arizona
$1.76M -$443K -3,004 -19%
Trillium Asset Management
2080
Trillium Asset Management
Massachusetts
$1.75M -$36K -244 -2%
OAM
2081
Occidental Asset Management
California
$1.75M +$42.4K +287 +2%
SB
2082
Sunflower Bank
Texas
$1.75M +$13.4K +91 +0.7%
FCA
2083
FinTrust Capital Advisors
South Carolina
$1.75M +$6.05K +41 +0.3%
IIL
2084
Insight Inv LLC
California
$1.74M +$74.2K +503 +4%
Gerber Kawasaki Wealth & Investment Management
2085
Gerber Kawasaki Wealth & Investment Management
California
$1.74M -$492K -3,330 -21%
RCA
2086
Ranch Capital Advisors
Florida
$1.74M +$7.08K +48 +0.4%
GWM
2087
Greenwich Wealth Management
Connecticut
$1.74M -$69.2K -469 -4%
IDBONY
2088
Israel Discount Bank of New York
New York
$1.73M -$6.94K -47 -0.4%
GWA
2089
GGM Wealth Advisors
Maryland
$1.73M +$359K +2,432 +22%
PPP
2090
Private Portfolio Partners
New Jersey
$1.73M +$152K +1,033 +9%
SEEDPG
2091
S.E.E.D. Planning Group
New York
$1.73M +$1.6M +10,814 +580%
RCG
2092
Regatta Capital Group
California
$1.73M +$45.9K +311 +3%
CPIA
2093
Cornell Pochily Investment Advisors
New York
$1.72M +$64.8K +439 +4%
Chilton Investment Company
2094
Chilton Investment Company
Connecticut
$1.72M -$809K -5,484 -30%
DFA
2095
Delta Financial Advisors
Louisiana
$1.71M +$33.5K +227 +2%
GFG
2096
Greystone Financial Group
Michigan
$1.71M +$974K +6,601 +111%
WI
2097
WrapManager Inc
California
$1.71M +$58.7K +398 +3%
KIC
2098
Kensington Investment Counsel
California
$1.71M +$94K +637 +5%
HBT
2099
Heartland Bank & Trust
Illinois
$1.71M +$541K +3,668 +41%
FWP
2100
Falcon Wealth Planning
California
$1.71M -$52K -352 -3%