We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
2351
Cerro Pacific Wealth Advisors
California
$3.94M -$20.2K -65 -0.5%
SIM
2352
SWP Investment Management
Ohio
$3.93M +$137K +440 +4%
FWP
2353
Falcon Wealth Planning
California
$3.93M -$28.3K -91 -0.8%
WHC
2354
Wulff, Hansen & Co
California
$3.93M -$29.8K -96 -0.8%
BAM
2355
Bayview Asset Management
Florida
$3.93M -$466K -1,500 -11%
EAM
2356
EULAV Asset Management
Florida
$3.93M – – –
MBWA
2357
Marin Bay Wealth Advisors
California
$3.92M -$438K -1,409 -11%
LWM
2358
Lakeridge Wealth Management
Ohio
$3.92M +$34.5K +111 +0.9%
RBFC
2359
Roman Butler Fullerton & Co
Missouri
$3.92M +$14K +45 +0.4%
CFS
2360
CRA Financial Services
New Jersey
$3.92M +$87.6K +282 +2%
JKA
2361
Jones Kertz & Associates
Minnesota
$3.91M -$370K -1,190 -9%
NDBT
2362
North Dallas Bank & Trust
Texas
$3.9M +$107K +346 +3%
PBO
2363
Peoples Bank (Ohio)
Ohio
$3.9M +$50.9K +164 +1%
CCWM
2364
Correct Capital Wealth Management
Missouri
$3.9M -$61.8K -199 -2%
KSB
2365
Kennebec Savings Bank
Maine
$3.89M +$569K +1,832 +18%
Capstone Investment Advisors
2366
Capstone Investment Advisors
New York
$3.88M -$12M -38,600 -77%
LWA
2367
Lantern Wealth Advisors
New York
$3.87M -$64.6K -208 -2%
SFC
2368
SYM Financial Corp
Indiana
$3.86M +$234K +755 +7%
ZBNA
2369
Zions Bancorporation, National Association
Utah
$3.85M -$147K -472 -4%
TWP
2370
Tempus Wealth Planning
California
$3.84M +$52.8K +170 +1%
SIG
2371
Sky Investment Group
Connecticut
$3.83M +$61.5K +198 +2%
FMP
2372
Financial Management Professionals
Texas
$3.83M +$59K +190 +2%
HEM
2373
Henson-Edgewater Management
Ohio
$3.82M +$93.2K +300 +3%
KTM
2374
Keeler Thomas Management
Utah
$3.82M +$3.62M +11,667 New
SAM
2375
Summit Asset Management
Tennessee
$3.82M +$21.1K +68 +0.6%