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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2001
Cornerstone Management
Georgia
– -$217K -3,285 Closed
NG
2002
Northstar Group
New York
– -$215K -3,252 Closed
TBA
2003
Train Babcock Advisors
New York
– -$215K -3,250 Closed
TCOO
2004
Trust Company of Oklahoma
Oklahoma
– -$213K -3,224 Closed
BHC
2005
Bowen Hanes & Co
Florida
– -$212K -3,215 Closed
SAS
2006
Spectrum Advisory Services
Georgia
– -$210K -3,182 Closed
RG
2007
Renaissance Group
Kentucky
– -$210K -3,181 Closed
BJ
2008
Brouwer & Janachowski
California
– -$207K -3,138 Closed
BBNB
2009
Baker Boyer National Bank
Washington
– -$204K -3,091 Closed
BST
2010
Bath Savings Trust
Maine
– -$202K -3,055 Closed
RIG
2011
Renaissance Investment Group
Massachusetts
– -$200K -3,029 Closed
CCS
2012
Crosspoint Capital Strategies
California
– -$151K -2,395 Closed
HTHT
2013
Hemenway Trust Hemenway Trust
New Hampshire
– -$135K -2,048 Closed
FWC
2014
First Washington Corp
Washington
– -$46K -700 Closed
MUS
2015
Mitsubishi UFJ Securities
Japan
– -$44K -670 Closed
AFS
2016
Aft Forsyth & Sober
Florida
– -$35K -525 Closed
SFPIA
2017
Stevens First Principles Investment Advisors
California
– -$33K -500 Closed
BIM
2018
Barton Investment Management
Pennsylvania
– -$24K -369 Closed
EMA
2019
Efficient Market Advisors
California
– -$20K -310 Closed
BMM
2020
Berkshire Money Management
Massachusetts
– -$14.2K -215 Closed
RI
2021
Redwood Investments
Massachusetts
– -$5K -75 Closed
PFG
2022
Piershale Financial Group
Illinois
– -$4K -63 Closed
NMIS
2023
Northwestern Mutual Investment Services
Wisconsin
– -$4K -62 Closed
BCI
2024
Brinker Capital Investments
Pennsylvania
– -$3K -44 Closed
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