7/7/2025 | O Connor Financial Group LLC | 1,110 | $329K | 0.1% | +3.9% | 0.000% | |
7/7/2025 | Trust Co. of Oklahoma | 3,138 | $910K | 0.3% | +31.4% | 0.000% | |
7/7/2025 | Hoertkorn Richard Charles | 52,412 | $15.20M | 6.4% | -1.7% | 0.002% | |
7/7/2025 | Wealth Alliance Advisory Group LLC | 13,330 | $3.87M | 0.7% | +1.3% | 0.000% | |
7/7/2025 | Park Edge Advisors LLC | 13,111 | $3.80M | 1.0% | +7.3% | 0.000% | |
7/7/2025 | St. Clair Advisors LLC | 6,160 | $1.79M | 0.5% | -3.1% | 0.000% | |
7/7/2025 | Accelerate Investment Advisors LLC | 2,697 | $782K | 0.6% | +5.1% | 0.000% | |
7/7/2025 | Capital Asset Advisory Services LLC | 32,582 | $9.46M | 0.4% | -6.2% | 0.001% | |
7/7/2025 | Wesbanco Bank Inc. | 313,876 | $91.00M | 2.7% | +3.7% | 0.011% | |
7/7/2025 | HMS Capital Management LLC | 10,991 | $3.19M | 1.4% | -3.4% | 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.
|
7/7/2025 | Whitaker Myers Wealth Managers LTD. | 8,563 | $2.48M | 0.6% | +41.1% | 0.000% | |
7/7/2025 | Osprey Private Wealth LLC | 35,330 | $10.46M | 5.7% | +1.0% | 0.001% | |
7/7/2025 | Somerset Trust Co | 34,617 | $10.04M | 3.3% | -2.2% | 0.001% | |
7/7/2025 | Enterprise Bank & Trust Co | 29,540 | $8.56M | 3.2% | -1.1% | 0.001% | |
7/7/2025 | Good Steward Wealth Advisors LLC | 2,058 | $597K | 0.5% | -26.8% | 0.000% | |
7/7/2025 | Zevenbergen Capital Investments LLC | 29,538 | $8.56M | 0.2% | -0.7% | 0.001% | |
7/7/2025 | Versant Capital Management Inc | 8,178 | $2.37M | 0.4% | +11.9% | 0.000% | |
7/7/2025 | Peak Financial Advisors LLC | 695 | $201K | 0.1% | N/A | 0.000% | |
7/7/2025 | First Citizens Financial Corp | 10,821 | $3.14M | 1.7% | +0.7% | 0.000% | |
7/7/2025 | Modus Advisors LLC | 27,191 | $7.88M | 2.3% | +0.5% | 0.001% | |
7/7/2025 | Delphi Management Inc. MA | 5,426 | $1.57M | 1.5% | -5.0% | 0.000% | |
7/7/2025 | Insight Wealth Strategies LLC | 10,604 | $3.08M | 0.4% | -11.9% | 0.000% | |
7/7/2025 | Roxbury Financial LLC | 7,985 | $2.32M | 2.3% | -3.1% | 0.000% | |
7/7/2025 | Greenfield Savings Bank | 24,152 | $7.00M | 3.2% | +0.4% | 0.001% | |
7/7/2025 | Nova Wealth Management Inc. | 3,848 | $1.12M | 0.8% | -18.5% | 0.000% | |
7/7/2025 | Ables Iannone Moore & Associates Inc. | 24,902 | $7.22M | 4.5% | -2.4% | 0.001% | |
7/7/2025 | OMNI 360 Wealth Inc. | 2,813 | $815K | 0.4% | +12.9% | 0.000% | |
7/7/2025 | Bangor Savings Bank | 43,717 | $12.67M | 1.1% | -0.9% | 0.002% | |
7/7/2025 | Abner Herrman & Brock LLC | 123,233 | $35.73M | 4.0% | -3.8% | 0.004% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 20,930 | $6.07M | 0.8% | -62.2% | 0.001% | |
7/7/2025 | Salem Investment Counselors Inc. | 227,894 | $66.07M | 2.1% | -0.1% | 0.008% | |
7/7/2025 | Aletheian Wealth Advisors LLC | 3,053 | $885K | 0.4% | -4.1% | 0.000% | |
7/7/2025 | Centurion Wealth Management LLC | 5,437 | $1.58M | 0.5% | -1.0% | 0.000% | |
7/7/2025 | Douglas Lane & Associates LLC | 701,037 | $203.24M | 2.9% | -6.1% | 0.025% | |
7/7/2025 | TruWealth Advisors LLC | 116,534 | $33.78M | 1.9% | +3.6% | 0.004% | |
7/7/2025 | RB Capital Management LLC | 27,396 | $7.94M | 1.8% | +2.0% | 0.001% | |
7/7/2025 | Wilson & Boucher Capital Management LLC | 2,051 | $595K | 0.4% | -4.0% | 0.000% | |
7/7/2025 | RDA Financial Network | 31,315 | $9.08M | 2.5% | +2.6% | 0.001% | |
7/3/2025 | Arvest Investments Inc. | 29,690 | $8.61M | 1.3% | -2.3% | 0.001% | |
7/3/2025 | Whitcomb & Hess Inc. | 1,094 | $317K | 0.1% | -15.2% | 0.000% | |
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad) tock Market Panic: Trump Just Dropped a Bomb on Your Stocks
The market is in freefall—and Trump's new tariffs just lit the fuse.
Millions of investors are blindsided as stocks plunge… but this is only Phase 1.
If you're still holding the wrong assets, you could lose 30% or more in the coming weeks. Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow |
7/3/2025 | TrueWealth Advisors LLC | 4,869 | $1.41M | 0.4% | -1.0% | 0.000% | |
7/3/2025 | Garde Capital Inc. | 4,992 | $1.45M | 0.1% | -0.7% | 0.000% | |
7/3/2025 | Collective Family Office LLC | 3,431 | $995K | 0.3% | -12.7% | 0.000% | |
7/3/2025 | McLean Asset Management Corp | 7,394 | $2.16M | 0.6% | +2.3% | 0.000% | |
7/3/2025 | Sage Capital Advisors llc | 2,175 | $631K | 0.2% | +7.4% | 0.000% | |
7/3/2025 | Trust Co of the South | 6,232 | $1.81M | 0.3% | -1.0% | 0.000% | |
7/3/2025 | Fiduciary Financial Group LLC | 3,969 | $1.15M | 0.2% | +4.1% | 0.000% | |
7/3/2025 | City Center Advisors LLC | 1,015 | $294K | 0.3% | +15.7% | 0.000% | |
7/2/2025 | Norway Savings Bank | 21,920 | $6.36M | 3.3% | -0.8% | 0.001% | |
7/2/2025 | Capital Market Strategies LLC | 1,170 | $339K | 0.2% | +7.0% | 0.000% | |
7/2/2025 | InvesTrust | 21,739 | $6.30M | 2.4% | -47.6% | 0.001% | |
7/2/2025 | HBW Advisory Services LLC | 7,647 | $2.22M | 0.3% | +6.1% | 0.000% | |
7/2/2025 | Helen Stephens Group LLC | 4,801 | $1.39M | 0.3% | +4.5% | 0.000% | |
7/2/2025 | Crumly & Associates Inc. | 6,040 | $1.75M | 0.4% | -2.0% | 0.000% | |
7/2/2025 | Howard Financial Services LTD. | 6,064 | $1.76M | 0.2% | -26.5% | 0.000% | |
7/2/2025 | Doliver Advisors LP | 19,200 | $5.57M | 1.5% | -7.0% | 0.001% | |
7/2/2025 | First Financial Bank Trust Division | 76,612 | $22.21M | 2.0% | +0.4% | 0.003% | |
7/2/2025 | Marotta Asset Management | 1,390 | $403K | 0.1% | -46.1% | 0.000% | |
7/2/2025 | LVM Capital Management Ltd. MI | 55,356 | $16.05M | 1.7% | +3.8% | 0.002% | |
7/2/2025 | Waller Financial Planning Group Inc. | 2,976 | $863K | 0.2% | -8.2% | 0.000% | |
7/2/2025 | Neville Rodie & Shaw Inc. | 131,529 | $38.13M | 2.8% | -2.4% | 0.005% | |
7/2/2025 | Central Pacific Bank Trust Division | 16,638 | $4.82M | 0.6% | -0.7% | 0.001% | |
7/1/2025 | Cacti Asset Management LLC | 10,410 | $2.99M | 0.2% | -4.6% | 0.000% | |
7/1/2025 | Confluence Investment Management LLC | 725 | $210K | 0.0% | -14.6% | 0.000% | |
7/1/2025 | Legacy Wealth Management LLC MS | 12,448 | $3.61M | 1.1% | -4.6% | 0.000% | |
7/1/2025 | Park National Corp OH | 348,262 | $100.97M | 3.3% | -5.3% | 0.013% | |
7/1/2025 | Harbor Investment Advisory LLC | 68,963 | $19.99M | 1.7% | -0.5% | 0.002% | |
7/1/2025 | First National Bank Sioux Falls | 8,294 | $2.41M | 0.9% | -0.8% | 0.000% | |
7/1/2025 | Stonebridge Capital Management Inc. | 2,200 | $638K | 0.2% | +120.0% | 0.000% | |
7/1/2025 | Kera Capital Partners Inc. | 21,388 | $6.20M | 1.2% | +7.7% | 0.001% | |
7/1/2025 | Private Client Services LLC | 8,310 | $2.41M | 0.9% | +20.6% | 0.000% | |
7/1/2025 | Cullen Investment Group LTD. | 103,470 | $30.00M | 4.2% | +1.7% | 0.004% | |
6/30/2025 | Pensionfund Sabic | 22,900 | $5.62M | 1.7% | -13.6% | 0.001% | |
6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 124,574 | $32.89M | 1.9% | N/A | 0.004% | |
6/24/2025 | Rainier Family Wealth Inc. | 5,955 | $1.46M | 1.7% | -1.3% | 0.000% | |
6/23/2025 | Swedbank AB | 4,085,771 | $1.00B | 1.3% | -1.0% | 0.147% | |
6/18/2025 | Voya Investment Management LLC | 3,332,008 | $817.34M | 0.9% | -13.1% | 0.120% | |
6/17/2025 | Howe & Rusling Inc. | 184,162 | $45.18M | 3.8% | -8.0% | 0.007% | |
6/16/2025 | Maple Capital Management Inc. | 194,235 | $47.65M | 3.7% | -2.7% | 0.007% | |
6/16/2025 | Lynx Investment Advisory | 2,707 | $664K | 0.4% | +2.3% | 0.000% | |
6/10/2025 | Birchbrook Inc. | 9,153 | $2.25M | 1.3% | -4.0% | 0.000% | |
6/9/2025 | 1248 Management LLC | 44,147 | $10.83M | 4.4% | +0.7% | 0.002% | |
6/9/2025 | Asset Planning Services Inc. LA ADV | 42,142 | $10.34M | 5.3% | -0.7% | 0.002% | |
6/6/2025 | First Long Island Investors LLC | 119,694 | $29.36M | 2.4% | -2.4% | 0.004% | |
6/5/2025 | Cim LLC | 8,666 | $2.13M | 0.3% | N/A | 0.000% | |
6/5/2025 | Osterweis Capital Management Inc. | 138,416 | $33.95M | 0.0% | +0.3% | 0.005% | |
6/4/2025 | First Hawaiian Bank | 43,473 | $10.66M | 0.5% | -9.4% | 0.002% | |
6/4/2025 | Harold Davidson & Associates Inc. | 18,245 | $4.48M | 2.4% | -2.1% | 0.001% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 1,366 | $335K | 0.0% | +9.2% | 0.000% | |
6/3/2025 | Invst LLC | 11,307 | $2.77M | 0.4% | -25.3% | 0.000% | |
White House to reset Social Security? (Ad) Elon Musk's parting DOGE gift looks set to shock America...
A single announcement by July 22nd could soon bring Elon Musk's DOGE operation to its final, dramatic conclusion - with huge consequences for millions of investors. So if you have any money in the market... you're almost out of time to prepare. This plan has already been put in place... and can operate even if Elon's long gone from Washington.  And it could have a major impact on how you collect Social Security - Click here to understand what' |
6/2/2025 | Cim Investment Management Inc. | 13,760 | $3.38M | 0.8% | +4.1% | 0.000% | |
6/2/2025 | Hodges Capital Management Inc. | 36,487 | $8.95M | 0.9% | -17.6% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 156,789 | $38.46M | 1.2% | +1.0% | 0.006% | |
5/29/2025 | Nova Wealth Management Inc. | 4,720 | $1.16M | 1.0% | -2.9% | 0.000% | |
5/29/2025 | Parkshore Wealth Management Inc. | 1,091 | $268K | 0.2% | -4.2% | 0.000% | |
5/29/2025 | Apeiron RIA LLC | 2,685 | $659K | 0.2% | -4.0% | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 769,996 | $187.28M | 0.2% | +28.0% | 0.028% | |
5/28/2025 | Birmingham Capital Management Co. Inc. AL | 11,205 | $2.75M | 1.0% | -11.1% | 0.000% | |
5/28/2025 | Silicon Valley Capital Partners | 11,808 | $2.87M | 0.4% | +14.0% | 0.000% | |
5/28/2025 | Anderson Financial Strategies LLC | 2,162 | $530K | 0.3% | +10.2% | 0.000% | |