We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2101
Aberdeen Wealth Management
Illinois
$4.68M -$89.2K -300 -2%
FFS
2102
Flavin Financial Services
Florida
$4.68M +$128K +430 +3%
TAP
2103
Tounjian Advisory Partners
Florida
$4.68M -$2.68M -9,016 -38%
REMPR
2104
Roof Eidam Maycock Peralta (REMP)
California
$4.67M -$54.4K -183 -1%
BCM
2105
Brasada Capital Management
Texas
$4.66M +$183K +616 +4%
SGI
2106
Summit Global Investments
Utah
$4.66M -$7.1M -23,859 -62%
BCFD
2107
Boit C.F. David
$4.65M – – –
QWP
2108
Quotient Wealth Partners
Texas
$4.64M +$145K +488 +3%
HCM
2109
Hicks Capital Management
Ohio
$4.63M -$198K -665 -4%
QPWM
2110
Quadrant Private Wealth Management
Pennsylvania
$4.63M +$105K +353 +2%
BCI
2111
Blue Capital Inc
Nebraska
$4.61M -$11K -37 -0.3%
NF
2112
Nvest Financial
New Hampshire
$4.61M -$1.41M -4,733 -24%
CFG
2113
Chapman Financial Group
Hawaii
$4.61M +$290K +974 +7%
PFSC
2114
Peoples Financial Services Corp
Pennsylvania
$4.6M -$15.5K -52 -0.4%
SICM
2115
Sustainable Insight Capital Management
New York
$4.6M +$1.89M +6,352 +77%
PWM
2116
Peterson Wealth Management
Nevada
$4.6M -$498K -1,674 -10%
OBWG
2117
Onyx Bridge Wealth Group
New York
$4.59M +$197K +661 +5%
MWP
2118
Meriwether Wealth & Planning
Louisiana
$4.59M -$72.6K -244 -2%
PF
2119
Prosperitas Financial
California
$4.59M +$75.5K +254 +2%
RMP
2120
Richards, Merrill & Peterson
Washington
$4.58M +$9.81K +33 +0.2%
AA
2121
Alta Advisers
United Kingdom
$4.58M – – –
WC
2122
Weil Company
California
$4.58M -$66.9K -225 -2%
HWP
2123
Highline Wealth Partners
California
$4.58M -$17.3K -58 -0.4%
PWAM
2124
Pinnacle West Asset Management
Wyoming
$4.57M -$29.7K -100 -0.7%
HIIFS
2125
Harel Insurance Investments & Financial Services
Israel
$4.57M +$1.25M +4,205 +41%
83 84
85
86 87