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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
2001
Biltmore Family Office
North Carolina
$5.75M -$243K -783 -4%
FCFC
2002
First Commonwealth Financial Corp
Pennsylvania
$5.75M +$69.9K +225 +1%
GAM
2003
Grandview Asset Management
Pennsylvania
$5.74M +$75.2K +242 +1%
BCM
2004
Brookmont Capital Management
Texas
$5.73M +$11.8K +38 +0.2%
AI
2005
Accredited Investors
Minnesota
$5.73M -$944K -3,039 -15%
HVP
2006
Hudson Value Partners
Florida
$5.73M +$439K +1,413 +9%
IP
2007
Investment Partners
Ohio
$5.72M +$61.5K +198 +1%
ICP
2008
Interchange Capital Partners
Pennsylvania
$5.71M +$843K +2,716 +18%
S
2009
Storgate
Texas
$5.71M +$4.87M +15,696 +904%
TPM
2010
Triasima Portfolio Management
Quebec, Canada
$5.7M -$1.04M -3,342 -16%
HAG
2011
HF Advisory Group
Maryland
$5.69M -$232K -746 -4%
AWM
2012
Aries Wealth Management
Maine
$5.69M -$7.76K -25 -0.1%
BCM
2013
Brasada Capital Management
Texas
$5.68M +$272K +875 +5%
WA
2014
Wealth Alliance
New York
$5.68M +$408K +1,315 +8%
CPIA
2015
Cornell Pochily Investment Advisors
New York
$5.66M +$21.4K +69 +0.4%
SMC
2016
Smith, Moore & Co
Missouri
$5.66M +$32.9K +106 +0.6%
WP
2017
WealthPLAN Partners
Nebraska
$5.66M -$523K -1,683 -9%
CFFP
2018
Center for Financial Planning
Michigan
$5.65M -$25.5K -82 -0.5%
SWM
2019
Sculati Wealth Management
Michigan
$5.65M -$233K -749 -4%
QPWM
2020
Quadrant Private Wealth Management
Pennsylvania
$5.63M -$9.01K -29 -0.2%
SACTSONJ
2021
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.63M -$387K -1,246 -7%
ABWM
2022
Alpine Bank Wealth Management
Colorado
$5.62M -$75.8K -244 -1%
PWM
2023
Pines Wealth Management
North Carolina
$5.62M -$46K -148 -0.9%
AWM
2024
Affinity Wealth Management
Delaware
$5.61M – – –
TIA
2025
Tiemann Investment Advisors
California
$5.6M -$87K -280 -2%
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