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ícone de JPM

JPMorgan Chase
JPM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Register Financial Advisors
2001
Register Financial Advisors
Georgia
US$ 5,76 mi +US$ 122 mil +393 +2%
Game Plan Financial Advisors
2002
Game Plan Financial Advisors
Ohio
US$ 5,75 mi +US$ 109 mil +352 +2%
Firetrail Investments
2003
Firetrail Investments
Australia
US$ 5,75 mi -US$ 155 mil -500 -3%
Biltmore Family Office
2004
Biltmore Family Office
North Carolina
US$ 5,75 mi -US$ 243 mil -783 -4%
First Commonwealth Financial Corp
2005
First Commonwealth Financial Corp
Pennsylvania
US$ 5,75 mi +US$ 69,9 mil +225 +1%
Grandview Asset Management
2006
Grandview Asset Management
Pennsylvania
US$ 5,74 mi +US$ 75,2 mil +242 +1%
Brookmont Capital Management
2007
Brookmont Capital Management
Texas
US$ 5,73 mi +US$ 11,8 mil +38 +0,2%
Accredited Investors
2008
Accredited Investors
Minnesota
US$ 5,73 mi -US$ 944 mil -3.039 -15%
Hudson Value Partners
2009
Hudson Value Partners
Florida
US$ 5,73 mi +US$ 439 mil +1.413 +9%
IP
2010
Investment Partners
Ohio
US$ 5,72 mi +US$ 61,5 mil +198 +1%
Interchange Capital Partners
2011
Interchange Capital Partners
Pennsylvania
US$ 5,71 mi +US$ 843 mil +2.716 +18%
Storgate
2012
Storgate
Texas
US$ 5,71 mi +US$ 4,87 mi +15.696 +904%
Triasima Portfolio Management
2013
Triasima Portfolio Management
Quebec, Canada
US$ 5,7 mi -US$ 1,04 mi -3.342 -16%
HF Advisory Group
2014
HF Advisory Group
Maryland
US$ 5,69 mi -US$ 232 mil -746 -4%
Aries Wealth Management
2015
Aries Wealth Management
Maine
US$ 5,69 mi -US$ 7,76 mil -25 -0,1%
Brasada Capital Management
2016
Brasada Capital Management
Texas
US$ 5,68 mi +US$ 272 mil +875 +5%
Wealth Alliance
2017
Wealth Alliance
New York
US$ 5,68 mi +US$ 408 mil +1.315 +8%
Cornell Pochily Investment Advisors
2018
Cornell Pochily Investment Advisors
New York
US$ 5,66 mi +US$ 21,4 mil +69 +0,4%
Smith, Moore & Co
2019
Smith, Moore & Co
Missouri
US$ 5,66 mi +US$ 32,9 mil +106 +0,6%
WealthPLAN Partners
2020
WealthPLAN Partners
Nebraska
US$ 5,66 mi -US$ 523 mil -1.683 -9%
Center for Financial Planning
2021
Center for Financial Planning
Michigan
US$ 5,65 mi -US$ 25,5 mil -82 -0,5%
Sculati Wealth Management
2022
Sculati Wealth Management
Michigan
US$ 5,65 mi -US$ 233 mil -749 -4%
GWM
2023
Gibbs Wealth Management
Georgia
US$ 5,64 mi +US$ 635 mil +2.045 +13%
Quadrant Private Wealth Management
2024
Quadrant Private Wealth Management
Pennsylvania
US$ 5,63 mi -US$ 9,01 mil -29 -0,2%
Supplemental Annuity Collective Trust (SACT) of New Jersey
2025
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
US$ 5,63 mi -US$ 387 mil -1.246 -7%
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