We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NEIRG
2201
New England Investment & Retirement Group
Massachusetts
$488K +$533K +5,000 New
KTA
2202
Keeley-Teton Advisors
Illinois
$487K +$532K +4,993 New
FRA
2203
Front Row Advisors
California
$486K +$55K +516 +12%
OFW
2204
Omnia Family Wealth
Florida
$485K – – –
AWE
2205
Avidian Wealth Enterprises
Texas
$485K +$113K +1,057 +27%
WDA
2206
Wendell David Associates
New Hampshire
$482K -$42.5K -399 -7%
SP
2207
Successful Portfolios
Florida
$482K -$2.34K -22 -0.4%
SAM
2208
SignalPoint Asset Management
Missouri
$477K +$2.98K +28 +0.6%
BFG
2209
Bouchey Financial Group
New York
$476K +$186K +1,750 +56%
HI
2210
Horizon Investments
North Carolina
$473K +$283K +2,654 +121%
FIG
2211
FundX Investment Group
California
$470K – – –
GG
2212
GenWealth Group
New Jersey
$470K – – –
OAM
2213
Oberweis Asset Management
Illinois
$469K -$6.82K -64 -1%
LC
2214
Landaas & Company
Wisconsin
$468K +$533 +5 +0.1%
SAM
2215
Symphony Asset Management
California
$468K +$511K +4,796 New
TI
2216
Truepoint Inc
Ohio
$463K -$333K -3,126 -40%
PFA
2217
Pathway Financial Advisors
Vermont
$461K – – –
WG
2218
Winton Group
United Kingdom
$460K -$450K -4,224 -47%
WFI
2219
West Family Investments
California
$460K – – –
ACM
2220
AlphaCrest Capital Management
New York
$457K +$499K +4,683 New
RPG
2221
Resource Planning Group
Georgia
$453K – – –
WA
2222
Waverly Advisors
Alabama
$448K -$999K -9,372 -67%
MWVC
2223
Morgens Waterfall Vintiadis & Co
New York
$447K -$746K -7,000 -60%
HPIA
2224
Hamilton Point Investment Advisors
North Carolina
$447K +$35.8K +336 +8%
DWA
2225
Dougherty Wealth Advisers
Minnesota
$444K +$462K +4,334 New
87 88
89
90 91