We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2301
Armbruster Capital Management
New York
$1.11M – – –
CWA
2302
Clearview Wealth Advisors
Oregon
$1.11M +$122K +849 +13%
KFA
2303
Krane Funds Advisors
New York
$1.1M +$161K +1,118 +18%
MKC
2304
M. Kraus & Co
Vermont
$1.1M +$41.9K +291 +4%
TCM
2305
Tributary Capital Management
Nebraska
$1.1M -$14.4K -100 -1%
PCS
2306
Personal CFO Solutions
New Jersey
$1.1M +$35.4K +246 +4%
AA
2307
Alesco Advisors
New York
$1.1M -$14.7K -102 -1%
IA
2308
IFG Advisors
Missouri
$1.1M +$4.46K +31 +0.4%
ACA
2309
Atlas Capital Advisors
Wyoming
$1.1M +$70.2K +488 +7%
PCH
2310
PGIM Custom Harvest
New Jersey
$1.09M +$887K +6,165 +611%
TWM
2311
Tradition Wealth Management
Minnesota
$1.09M +$32.2K +224 +3%
CFO
2312
Collective Family Office
Pennsylvania
$1.09M +$82.4K +573 +9%
MW
2313
MBL Wealth
North Carolina
$1.09M +$102K +709 +11%
PWM
2314
Peterson Wealth Management
Nevada
$1.08M +$1.02M +7,119 New
WMP
2315
Wealth Management Partners
Arizona
$1.08M -$72.4K -503 -7%
RMCM
2316
Reynders McVeigh Capital Management
Massachusetts
$1.08M -$70.1K -487 -6%
FCFC
2317
First Citizens Financial Corp
Iowa
$1.08M +$97.8K +680 +11%
WMA
2318
Wealth Management Associates
New Jersey
$1.08M -$13.7K -95 -1%
GIM
2319
Greylin Investment Management
Virginia
$1.07M -$54K -375 -5%
SFWA
2320
Summit Financial Wealth Advisors
Louisiana
$1.07M -$294K -2,041 -19%
SC
2321
Sovarnum Capital
New York
$1.07M -$791K -5,500 -44%
RPSA
2322
Richard P. Slaughter Associates
Texas
$1.06M -$423K -2,943 -30%
WIC
2323
Wilkins Investment Counsel
Massachusetts
$1.06M -$109K -757 -10%
AF
2324
Affiance Financial
Minnesota
$1.06M – – –
EWM
2325
Empirical Wealth Management
Washington
$1.06M +$246K +1,708 +32%
91 92
93
94 95