We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1976
Jeppson Wealth Management
California
$2.07M -$247K -1,715 -11%
MWM
1977
Mattern Wealth Management
Kansas
$2.07M -$454K -3,158 -19%
HFP
1978
Holistic Financial Partners
Indiana
$2.07M -$171K -1,186 -8%
AFC
1979
AFT Forsyth & Company
Florida
$2.07M +$90.6K +630 +5%
PBO
1980
Peoples Bank (Ohio)
Ohio
$2.06M +$159K +1,108 +9%
LC
1981
LCNB Corp
Ohio
$2.05M -$36.4K -253 -2%
GA
1982
GFS Advisors
Texas
$2.05M -$11.5K -80 -0.6%
TWI
1983
Thomas White International
Illinois
$2.05M -$567K -3,940 -23%
SWM
1984
Sugarloaf Wealth Management
Georgia
$2.04M -$144K -1,002 -7%
BA
1985
Bluesphere Advisors
Pennsylvania
$2.04M +$3.6K +25 +0.2%
PFM
1986
Phillips Financial Management
Indiana
$2.03M +$5.61K +39 +0.3%
SW
1987
StrongBox Wealth
Missouri
$2.03M -$57.4K -399 -3%
VWM
1988
Venturi Wealth Management
Texas
$2.03M +$1.92M +13,322 New
AFS
1989
Aft Forsyth & Sober
Florida
$2.02M +$1.33M +9,250 +231%
SFSIG
1990
San Francisco Sentry Investment Group
California
$2.01M +$49.6K +345 +3%
BWM
1991
BCGM Wealth Management
Indiana
$2M +$151K +1,049 +8%
CCG
1992
Chatham Capital Group
Georgia
$2M -$7.19K -50 -0.4%
SB
1993
Sunflower Bank
Texas
$2M -$50.8K -353 -3%
MAM
1994
Mastrapasqua Asset Management
Tennessee
$2M +$332K +2,305 +21%
SFO
1995
Standard Family Office
South Dakota
$1.99M -$79.8K -555 -4%
LWMM
1996
Legacy Wealth Management (Mississippi)
Mississippi
$1.99M +$32.4K +225 +2%
BA
1997
Birinyi Associates
Connecticut
$1.98M – – –
FMT
1998
First Mercantile Trust
Tennessee
$1.98M -$242K -1,681 -11%
GFP
1999
Gryphon Financial Partners
Ohio
$1.97M -$52.4K -364 -3%
AFP
2000
Ausdal Financial Partners
Iowa
$1.97M +$253K +1,756 +16%
78 79
80
81 82