We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2126
Prestige Wealth Management Group
New Jersey
$4.57M +$50.9K +171 +1%
JHCP
2127
Jackson Hole Capital Partners
Oklahoma
$4.57M -$30.3K -102 -0.7%
SI
2128
Saxon Interests
Texas
$4.55M +$390K +1,310 +9%
EAM
2129
Empirical Asset Management
Massachusetts
$4.55M +$1.45M +4,874 +35%
TAM
2130
Titleist Asset Management
Texas
$4.54M +$112K +375 +3%
WCM
2131
Weik Capital Management
Pennsylvania
$4.53M -$29.7K -100 -0.7%
MIM
2132
Marshall Investment Management
Colorado
$4.53M +$3.84M +12,925 +897%
EPIME
2133
Evelyn Partners Investment Management (Europe)
$4.52M -$65.1K -219 -2%
GSWM
2134
Greenup Street Wealth Management
Michigan
$4.51M +$265K +892 +7%
TAFW
2135
Tred Avon Family Wealth
Maryland
$4.51M +$4.25M +14,297 New
BAM
2136
BOS Asset Management
Illinois
$4.49M +$132K +443 +3%
MPWS
2137
McCarter Private Wealth Services
Massachusetts
$4.49M -$31.2K -105 -0.7%
SEP
2138
Southland Equity Partners
Missouri
$4.49M -$14K -47 -0.3%
PWA
2139
Phoenix Wealth Advisors
North Carolina
$4.48M +$13.7K +46 +0.3%
SC
2140
Sawyer & Company
Massachusetts
$4.48M +$173K +583 +4%
AIA
2141
Affinity Investment Advisors
California
$4.48M -$177K -596 -4%
KJWM
2142
Kiley Juergens Wealth Management
Washington
$4.48M -$84.2K -283 -2%
CPC
2143
Congress Park Capital
New York
$4.47M +$96.1K +323 +2%
RWP
2144
Revolve Wealth Partners
New Jersey
$4.47M +$36.6K +123 +0.9%
PCH
2145
PGIM Custom Harvest
New Jersey
$4.47M +$185K +621 +5%
JFG
2146
Jefferies Financial Group
New York
$4.47M -$6.2M -20,838 -60%
WG
2147
Winton Group
United Kingdom
$4.46M +$2.15M +7,226 +104%
FFO
2148
Fiduciary Family Office
Florida
$4.46M -$26.5K -89 -0.6%
SN
2149
Sittner & Nelson
Oregon
$4.46M -$9.81K -33 -0.2%
BFA
2150
Beacon Financial Advisory
Ohio
$4.45M +$288K +968 +7%
84 85
86
87 88