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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2001
Allworth Financial
California
$202K +$3.58K +47 +2%
HS
2002
Huntington Steele
Pennsylvania
$202K +$178K +2,340 New
VIA
2003
Vantage Investment Advisors
Pennsylvania
$200K -$13.7K -179 -7%
CLM
2004
ClearBridge LLC (Maryland)
Maryland
$200K – – –
SCA
2005
Stuart Chaussee & Associates
California
$194K +$76.3K +1,000 +80%
CMBA
2006
C.M. Bidwell & Associates
Hawaii
$192K +$170K +2,230 New
TCCM
2007
Timber Creek Capital Management
Massachusetts
$191K – – –
AOWM
2008
Alpha Omega Wealth Management
Virginia
$191K +$72.4K +950 +75%
AIS
2009
Accurate Investment Solutions
Pennsylvania
$190K +$57.6K +755 +52%
SC
2010
SRB Corp
Massachusetts
$189K -$13.6K -178 -7%
CFA
2011
CT Financial Advisors
Pennsylvania
$189K – – –
MUS
2012
Mitsubishi UFJ Securities
Japan
$183K +$83.1K +1,090 +106%
BC
2013
Barnett & Company
Tennessee
$180K -$38.1K -500 -19%
TCM
2014
Tradewinds Capital Management
Washington
$173K -$13K -171 -8%
BL
2015
Balentine LLC
Georgia
$164K -$763 -10 -0.5%
PCC
2016
Park Circle Company
Maryland
$164K – – –
WA
2017
Winfield Associates
Ohio
$162K +$4.04K +53 +3%
PFS
2018
Physicians Financial Services
North Carolina
$156K +$59.8K +784 +48%
VCM
2019
Violich Capital Management
California
$155K +$135K +1,773 New
TCM
2020
Tanaka Capital Management
New York
$149K – – –
MWM
2021
MinichMacGregor Wealth Management
New York
$146K -$381 -5 -0.3%
HTHT
2022
Hemenway Trust Hemenway Trust
New Hampshire
$146K +$129K +1,689 New
BA
2023
BCM Advisors
Louisiana
$145K +$128K +1,680 New
EF
2024
Empirical Finance
Pennsylvania
$144K +$127K +1,668 New
RPG
2025
Risk Paradigm Group
Texas
$143K +$41.4K +543 +49%
79 80
81
82 83