We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCG
2451
MACRO Consulting Group
New Jersey
$266K +$257K +2,272 New
RHJA
2452
Rice Hall James & Associates
California
$265K -$79.2K -700 -24%
SFWC
2453
Strategic Family Wealth Counselors
New Jersey
$265K +$566 +5 +0.2%
W
2454
WealthOne
New York
$264K -$55.5K -491 -18%
LIM
2455
Lathrop Investment Management
Arkansas
$264K +$2.26K +20 +0.9%
RWMH
2456
Riverpoint Wealth Management Holdings
Illinois
$263K +$1.7K +15 +0.7%
WFM
2457
Wolff Financial Management
Michigan
$263K +$253K +2,235 New
VIMU
2458
Veritas Investment Management (UK)
United Kingdom
$257K – – –
RHFI
2459
Reilly Herbert Faulkner III
$253K – – –
FA
2460
Financial Advisors
Massachusetts
$252K – – –
DPI
2461
Diversified Portfolios Inc
Michigan
$252K +$31.2K +276 +15%
CA
2462
Capital Advantage
California
$252K +$242K +2,141 New
JFG
2463
JMG Financial Group
Illinois
$251K -$69.4K -614 -22%
PRC
2464
Pearl River Capital
Michigan
$251K +$241K +2,132 New
TCCM
2465
Timber Creek Capital Management
Massachusetts
$249K – – –
LC
2466
Landaas & Company
Wisconsin
$248K +$452 +4 +0.2%
TFA
2467
TPG Financial Advisors
Oregon
$248K +$10.2K +90 +4%
KLI
2468
Kelman-Lazarov Inc
Tennessee
$247K – – –
MCM
2469
McRae Capital Management
New Jersey
$247K – – –
FC
2470
FCA Corp
Texas
$247K +$28.3K +250 +14%
DA
2471
DSC Advisors
Illinois
$245K -$13.1M -115,886 -98%
PHAM
2472
Palisades Hudson Asset Management
Florida
$244K – – –
SNBOSCI
2473
Security National Bank of Sioux City Iowa
Iowa
$242K – – –
AWM
2474
Apollon Wealth Management
South Carolina
$242K +$122K +1,077 +110%
BIM
2475
Bridgecreek Investment Management
Oklahoma
$241K +$231K +2,045 New
97 98
99
100 101