10/21/2025 | Unique Wealth LLC | 887 | $280K | 0.0% | +21.0% | 0.000% | |
10/21/2025 | PDS Planning Inc | 50,653 | $15.98M | 1.1% | -2.4% | 0.002% | |
10/21/2025 | Meredith Wealth Planning | 648 | $204K | 0.1% | N/A | 0.000% | |
10/21/2025 | GAM Holding AG | 55,322 | $17.45M | 1.1% | +1.2% | 0.002% | |
10/21/2025 | Three Bridge Wealth Advisors LLC | 2,040 | $643K | 0.2% | -31.6% | 0.000% | |
10/21/2025 | Morris Financial Concepts Inc. | 9,808 | $3.09M | 1.1% | -0.8% | 0.000% | |
10/21/2025 | NTV Asset Management LLC | 31,978 | $10.09M | 1.1% | +3.9% | 0.001% | |
10/21/2025 | Altfest L J & Co. Inc. | 19,319 | $6.09M | 0.7% | -1.8% | 0.001% | |
10/21/2025 | Brown Miller Wealth Management LLC | 45,388 | $14.32M | 4.1% | +0.7% | 0.002% | |
10/21/2025 | Thoma Capital Management LLC | 2,808 | $886K | 0.5% | -4.3% | 0.000% | |
Get the Latest News and Ratings for JPM and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for JPMorgan Chase & Co. and its competitors with MarketBeat's FREE daily newsletter.
|
10/21/2025 | Arbor Investment Advisors LLC | 2,242 | $707K | 0.1% | -22.5% | 0.000% | |
10/21/2025 | Kagan Cocozza Asset Management | 1,623 | $512K | 0.4% | -12.2% | 0.000% | |
10/21/2025 | Crowley Wealth Management Inc. | 16,763 | $5.29M | 4.2% | -0.9% | 0.001% | |
10/21/2025 | Prepared Retirement Institute LLC | 1,878 | $592K | 0.3% | +3.1% | 0.000% | |
10/21/2025 | Grey Ledge Advisors LLC | 13,259 | $4.18M | 0.9% | -6.5% | 0.000% | |
10/21/2025 | Bourgeon Capital Management LLC | 89,194 | $28.13M | 5.1% | -3.3% | 0.003% | |
10/21/2025 | Physicians Financial Services Inc. | 7,867 | $2.48M | 0.7% | +5.1% | 0.000% | |
10/21/2025 | Pictet North America Advisors SA | 72,532 | $22.88M | 2.1% | -0.6% | 0.003% | |
10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,178 | $1.95M | 0.1% | +12.1% | 0.000% | |
10/21/2025 | Brookwood Investment Group LLC | 9,752 | $3.08M | 0.4% | +2.1% | 0.000% | |
10/21/2025 | Vishria Bird Financial Group LLC | 2,075 | $655K | 0.1% | +8.5% | 0.000% | |
10/21/2025 | Penney Financial LLC | 658 | $208K | 0.1% | -5.7% | 0.000% | |
10/21/2025 | SJS Investment Consulting Inc. | 7,183 | $2.27M | 0.3% | +260.8% | 0.000% | |
10/21/2025 | First Pacific Financial | 27,285 | $8.61M | 1.2% | +29.3% | 0.001% | |
10/21/2025 | Cascade Financial Partners LLC | 3,912 | $1.23M | 0.1% | +8.3% | 0.000% | |
10/21/2025 | Mayfair Advisory Group LLC | 3,755 | $1.18M | 0.5% | +1.0% | 0.000% | |
10/21/2025 | Riverbend Wealth Management LLC | 6,523 | $2.06M | 1.4% | -7.8% | 0.000% | |
10/21/2025 | SteelPeak Wealth LLC | 77,342 | $24.40M | 0.8% | +17.8% | 0.003% | |
10/21/2025 | Tectonic Advisors LLC | 4,762 | $1.50M | 0.1% | -11.6% | 0.000% | |
10/21/2025 | Relyea Zuckerberg Hanson LLC | 27,788 | $8.77M | 0.9% | -1.5% | 0.001% | |
10/21/2025 | Lazard Freres Gestion S.A.S. | 180,601 | $56.97M | 1.1% | +2.9% | 0.007% | |
10/21/2025 | Sterling Investment Counsel LLC | 13,567 | $4.28M | 1.4% | +79.3% | 0.000% | |
10/21/2025 | Schear Investment Advisers LLC | 13,431 | $4.24M | 1.9% | +0.5% | 0.000% | |
10/21/2025 | Three Magnolias Financial Advisors LLC | 3,846 | $1.21M | 0.8% | +8.1% | 0.000% | |
10/21/2025 | Hudson Capital Management LLC | 23,470 | $7.40M | 2.0% | -1.2% | 0.001% | |
10/21/2025 | Braun Stacey Associates Inc. | 187,573 | $59.17M | 1.9% | -0.4% | 0.007% | |
10/21/2025 | Silver Oak Securities Incorporated | 14,009 | $4.42M | 0.3% | +75.1% | 0.001% | |
10/21/2025 | PUREfi Wealth LLC | 5,708 | $1.80M | 1.4% | +4.3% | 0.000% | |
10/21/2025 | Amplius Wealth Advisors LLC | 6,571 | $2.07M | 0.2% | -31.9% | 0.000% | |
10/21/2025 | CMH Wealth Management LLC | 803 | $253K | 0.1% | -9.2% | 0.000% | |
|
10/21/2025 | CV Advisors LLC | 663 | $209K | 0.1% | N/A | 0.000% | |
10/21/2025 | Goldstein Advisors LLC | 4,156 | $1.31M | 0.2% | +1.3% | 0.000% | |
10/21/2025 | Global Financial Private Client LLC | 13,079 | $4.13M | 1.5% | -0.8% | 0.000% | |
10/21/2025 | Generali Asset Management SPA SGR | 177,397 | $55.96M | 1.2% | -1.3% | 0.006% | |
10/21/2025 | Golden State Equity Partners | 31,204 | $9.84M | 1.7% | -3.4% | 0.001% | |
10/21/2025 | Invesco LLC | 12,346 | $3.89M | 1.3% | -0.6% | 0.000% | |
10/21/2025 | Investment Planning Advisors Inc. | 2,562 | $808K | 0.3% | +75.7% | 0.000% | |
10/21/2025 | Mattern Capital Management LLC | 4,819 | $1.52M | 0.2% | +7.8% | 0.000% | |
10/21/2025 | Bank Pictet & Cie Europe AG | 200,297 | $63.18M | 1.3% | +0.3% | 0.007% | |
10/21/2025 | True Wealth Design LLC | 525 | $166K | 0.1% | +26.5% | 0.000% | |
10/21/2025 | Guyasuta Investment Advisors Inc. | 30,811 | $9.72M | 0.6% | +2.8% | 0.001% | |
10/21/2025 | Coastline Trust Co | 21,366 | $6.74M | 0.7% | +0.7% | 0.001% | |
10/21/2025 | Wealth Management Associates Inc. | 8,697 | $2.74M | 1.0% | -0.5% | 0.000% | |
10/21/2025 | RB Capital Management LLC | 28,119 | $8.87M | 1.8% | +2.6% | 0.001% | |
10/21/2025 | Daner Wealth Management LLC | 1,121 | $334K | 0.2% | +18.6% | 0.000% | |
10/21/2025 | Financial Consulate Inc. | 5,511 | $1.74M | 0.2% | N/A | 0.000% | |
10/21/2025 | Salomon & Ludwin LLC | 5,289 | $1.64M | 0.1% | +7.8% | 0.000% | |
10/21/2025 | E&G Advisors LP | 31,173 | $9.81M | 2.3% | +0.5% | 0.001% | |
10/21/2025 | Pine Haven Investment Counsel Inc | 3,816 | $1.20M | 0.9% | -1.8% | 0.000% | |
10/21/2025 | Ninety One SA PTY Ltd | 40,753 | $12.86M | 1.9% | +3.0% | 0.001% | |
10/21/2025 | Ninety One UK Ltd | 2,368,463 | $747.08M | 1.6% | +4.0% | 0.086% | |
10/21/2025 | McElhenny Sheffield Capital Management LLC | 8,336 | $2.63M | 0.6% | +4.4% | 0.000% | |
10/21/2025 | My Personal CFO LLC | 1,778 | $561K | 0.2% | -38.9% | 0.000% | |
10/21/2025 | Romano Brothers AND Company | 27,719 | $8.74M | 1.0% | -1.0% | 0.001% | |
10/21/2025 | Roberts Wealth Advisors LLC | 24,481 | $7.72M | 2.1% | -2.1% | 0.001% | |
10/21/2025 | Twin Lakes Capital Management LLC | 13,942 | $4.40M | 1.7% | +0.2% | 0.001% | |
10/21/2025 | Moody Aldrich Partners LLC | 2,283 | $720K | 0.1% | -12.0% | 0.000% | |
10/21/2025 | Cantor Fitzgerald Investment Advisors L.P. | 90,313 | $28.49M | 1.9% | -2.6% | 0.003% | |
10/21/2025 | Mather Group LLC. | 21,430 | $6.76M | 0.1% | +2.1% | 0.001% | |
10/21/2025 | Optimum Investment Advisors | 11,946 | $3.77M | 1.5% | -2.4% | 0.000% | |
10/21/2025 | RVW Wealth LLC | 4,663 | $1.47M | 0.1% | -1.1% | 0.000% | |
10/20/2025 | Mattern Wealth Management LLC | 25,379 | $8.01M | 1.6% | -4.5% | 0.001% | |
10/20/2025 | XML Financial LLC | 42,871 | $13.52M | 1.1% | -3.4% | 0.002% | |
10/20/2025 | Pinnacle Wealth Management Advisory Group LLC | 40,641 | $12.82M | 1.0% | -0.6% | 0.001% | |
10/20/2025 | Northwest Capital Management Inc | 320 | $101K | 0.1% | -24.2% | 0.000% | |
10/20/2025 | Delta Investment Management LLC | 8,086 | $2.55M | 0.5% | +1.3% | 0.000% | |
10/20/2025 | Davidson Trust Co. | 11,892 | $3.75M | 1.5% | -5.5% | 0.000% | |
10/20/2025 | Monarch Capital Management Inc. | 21,108 | $6.66M | 1.6% | -4.1% | 0.001% | |
10/20/2025 | Quest 10 Wealth Builders Inc. | 865 | $273K | 0.3% | -5.4% | 0.000% | |
10/20/2025 | Seascape Capital Management | 21,787 | $6.87M | 2.0% | +0.5% | 0.001% | |
10/20/2025 | Motive Wealth Advisors | 3,407 | $1.08M | 0.5% | -3.0% | 0.000% | |
10/20/2025 | Shira Ridge Wealth Management | 2,171 | $685K | 0.3% | +4.0% | 0.000% | |
10/20/2025 | Balance Wealth LLC | 4,088 | $1.29M | 0.3% | +4.7% | 0.000% | |
10/20/2025 | Burns J W & Co. Inc. NY | 79,524 | $25.08M | 2.8% | +0.3% | 0.003% | |
10/20/2025 | Accurate Wealth Management LLC | 37,205 | $11.24M | 1.5% | +7.3% | 0.001% | |
10/20/2025 | Trail Ridge Investment Advisors LLC | 8,646 | $2.73M | 1.2% | +0.5% | 0.000% | |
10/20/2025 | Avaii Wealth Management LLC | 26,760 | $8.44M | 3.2% | +4.0% | 0.001% | |
10/20/2025 | Miracle Mile Advisors LLC | 126,034 | $39.76M | 0.6% | +3.8% | 0.005% | |
10/20/2025 | Chemistry Wealth Management LLC | 37,857 | $11.94M | 2.3% | +0.4% | 0.001% | |
10/20/2025 | Heritage Oak Wealth Advisors LLC | 694 | $219K | 0.1% | N/A | 0.000% | |
|
10/20/2025 | Advocate Group LLC | 39,466 | $12.45M | 2.0% | -2.6% | 0.001% | |
10/20/2025 | Nicholas Wealth LLC. | 6,479 | $2.04M | 0.9% | +7.0% | 0.000% | |
10/20/2025 | Masso Torrence Wealth Management Inc. | 10,007 | $3.16M | 1.3% | +2.6% | 0.000% | |
10/20/2025 | Allspring Global Investments Holdings LLC | 641,883 | $199.44M | 0.3% | -0.6% | 0.023% | |
10/20/2025 | JB Capital LLC | 76,885 | $24.25M | 1.0% | +3.1% | 0.003% | |
10/20/2025 | Mainstream Capital Management LLC | 8,823 | $2.78M | 1.9% | +4.4% | 0.000% | |
10/20/2025 | Stonebridge Financial Group LLC | 26,999 | $8.52M | 0.7% | +0.2% | 0.001% | |
10/20/2025 | Fortress Financial Solutions LLC | 1,689 | $533K | 0.6% | +116.8% | 0.000% | |
10/20/2025 | Shum Financial Group Inc. | 10,541 | $3.33M | 2.5% | N/A | 0.000% | |
10/20/2025 | Merit Financial Group LLC | 157,871 | $49.80M | 0.5% | +4.2% | 0.006% | |