We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2151
Aberdeen Wealth Management
Illinois
$4.4M – – –
HFP
2152
Holistic Financial Partners
Indiana
$4.4M -$34.3K -113 -0.7%
CIP
2153
Convergence Investment Partners
Florida
$4.4M -$764K -2,516 -14%
AMG
2154
Advisors Management Group
Wisconsin
$4.39M -$923K -3,042 -17%
CIM
2155
Cambria Investment Management
California
$4.39M -$2M -6,585 -31%
VRM
2156
Vectors Research Management
New York
$4.39M +$69.8K +230 +2%
SIC
2157
Sterling Investment Counsel
New York
$4.38M -$169K -558 -4%
DBIA
2158
Dumont & Blake Investment Advisors
New Jersey
$4.37M -$90.4K -298 -2%
NL
2159
NVWM LLC
Pennsylvania
$4.37M +$29.4K +97 +0.7%
JFG
2160
Juno Financial Group
Virginia
$4.37M -$158K -521 -3%
OHWP
2161
Oak Harbor Wealth Partners
North Carolina
$4.36M +$546K +1,799 +14%
VCAM
2162
Van Cleef Asset Management
Ohio
$4.36M -$66.5K -219 -1%
PWMG
2163
Prestige Wealth Management Group
New Jersey
$4.36M -$65.2K -215 -1%
GP
2164
Greenline Partners
New York
$4.36M – – –
ALA
2165
Atlas Legacy Advisors
California
$4.34M -$995K -3,277 -18%
SWP
2166
Summit Wealth Partners
Florida
$4.34M +$3.16M +10,400 +239%
FWA
2167
FSM Wealth Advisors
Ohio
$4.34M +$72.8K +240 +2%
QC
2168
Quent Capital
New York
$4.32M -$189K -623 -4%
REMPR
2169
Roof Eidam Maycock Peralta (REMP)
California
$4.32M -$607 -2 -0%
JWM
2170
JPL Wealth Management
Colorado
$4.32M -$124K -408 -3%
FFO
2171
Fiduciary Family Office
Florida
$4.31M +$120K +396 +3%
HCM
2172
Hicks Capital Management
Ohio
$4.31M -$12.4K -41 -0.3%
OBWG
2173
Onyx Bridge Wealth Group
New York
$4.3M -$61.3K -202 -1%
RWS
2174
Resolute Wealth Strategies
Mississippi
$4.3M +$302K +996 +7%
WAAG
2175
Wealth Alliance Advisory Group
Kansas
$4.29M +$78.9K +260 +2%
85 86
87
88 89