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icono de JPM

JPMorgan Chase
JPM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Register Financial Advisors
2001
Register Financial Advisors
Georgia
USD 5.76 M +USD 122 k +393 +2%
Game Plan Financial Advisors
2002
Game Plan Financial Advisors
Ohio
USD 5.75 M +USD 109 k +352 +2%
Firetrail Investments
2003
Firetrail Investments
Australia
USD 5.75 M -USD 155 k -500 -3%
Biltmore Family Office
2004
Biltmore Family Office
North Carolina
USD 5.75 M -USD 243 k -783 -4%
First Commonwealth Financial Corp
2005
First Commonwealth Financial Corp
Pennsylvania
USD 5.75 M +USD 69.9 k +225 +1%
Grandview Asset Management
2006
Grandview Asset Management
Pennsylvania
USD 5.74 M +USD 75.2 k +242 +1%
Brookmont Capital Management
2007
Brookmont Capital Management
Texas
USD 5.73 M +USD 11.8 k +38 +0.2%
Accredited Investors
2008
Accredited Investors
Minnesota
USD 5.73 M -USD 944 k -3,039 -15%
Hudson Value Partners
2009
Hudson Value Partners
Florida
USD 5.73 M +USD 439 k +1,413 +9%
IP
2010
Investment Partners
Ohio
USD 5.72 M +USD 61.5 k +198 +1%
Interchange Capital Partners
2011
Interchange Capital Partners
Pennsylvania
USD 5.71 M +USD 843 k +2,716 +18%
Storgate
2012
Storgate
Texas
USD 5.71 M +USD 4.87 M +15,696 +904%
Triasima Portfolio Management
2013
Triasima Portfolio Management
Quebec, Canada
USD 5.7 M -USD 1.04 M -3,342 -16%
HF Advisory Group
2014
HF Advisory Group
Maryland
USD 5.69 M -USD 232 k -746 -4%
Aries Wealth Management
2015
Aries Wealth Management
Maine
USD 5.69 M -USD 7.76 k -25 -0.1%
Brasada Capital Management
2016
Brasada Capital Management
Texas
USD 5.68 M +USD 272 k +875 +5%
Wealth Alliance
2017
Wealth Alliance
New York
USD 5.68 M +USD 408 k +1,315 +8%
Cornell Pochily Investment Advisors
2018
Cornell Pochily Investment Advisors
New York
USD 5.66 M +USD 21.4 k +69 +0.4%
Smith, Moore & Co
2019
Smith, Moore & Co
Missouri
USD 5.66 M +USD 32.9 k +106 +0.6%
WealthPLAN Partners
2020
WealthPLAN Partners
Nebraska
USD 5.66 M -USD 523 k -1,683 -9%
Center for Financial Planning
2021
Center for Financial Planning
Michigan
USD 5.65 M -USD 25.5 k -82 -0.5%
Sculati Wealth Management
2022
Sculati Wealth Management
Michigan
USD 5.65 M -USD 233 k -749 -4%
GWM
2023
Gibbs Wealth Management
Georgia
USD 5.64 M +USD 635 k +2,045 +13%
Quadrant Private Wealth Management
2024
Quadrant Private Wealth Management
Pennsylvania
USD 5.63 M -USD 9.01 k -29 -0.2%
Supplemental Annuity Collective Trust (SACT) of New Jersey
2025
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
USD 5.63 M -USD 387 k -1,246 -7%
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