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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2001
Weatherstone Capital Management
Colorado
$209K +$185K +2,424 New
FCIM
2002
Fairview Capital Investment Management
California
$208K +$183K +2,405 New
FGP
2003
Foyston, Gordon, & Payne
Ontario, Canada
$207K -$55.7K -730 -23%
B
2004
Brightworth
Georgia
$206K +$182K +2,392 New
BFM
2005
Boothbay Fund Management
New York
$205K -$196K -2,568 -52%
BMCM
2006
Bryn Mawr Capital Management
Pennsylvania
$204K +$180K +2,367 New
MWM
2007
Mascoma Wealth Management
New Hampshire
$204K +$180K +2,367 New
AF
2008
Allworth Financial
California
$202K +$3.58K +47 +2%
HS
2009
Huntington Steele
Pennsylvania
$202K +$178K +2,340 New
VIA
2010
Vantage Investment Advisors
Pennsylvania
$200K -$13.7K -179 -7%
CLM
2011
ClearBridge LLC (Maryland)
Maryland
$200K – – –
SCA
2012
Stuart Chaussee & Associates
California
$194K +$76.3K +1,000 +80%
CMBA
2013
C.M. Bidwell & Associates
Hawaii
$192K +$170K +2,230 New
TCCM
2014
Timber Creek Capital Management
Massachusetts
$191K – – –
AOWM
2015
Alpha Omega Wealth Management
Virginia
$191K +$72.4K +950 +75%
AIS
2016
Accurate Investment Solutions
Pennsylvania
$190K +$57.6K +755 +52%
SC
2017
SRB Corp
Massachusetts
$189K -$13.6K -178 -7%
CFA
2018
CT Financial Advisors
Pennsylvania
$189K – – –
MUS
2019
Mitsubishi UFJ Securities
Japan
$183K +$83.1K +1,090 +106%
BC
2020
Barnett & Company
Tennessee
$180K -$38.1K -500 -19%
TCM
2021
Tradewinds Capital Management
Washington
$173K -$13K -171 -8%
BL
2022
Balentine LLC
Georgia
$164K -$763 -10 -0.5%
PCC
2023
Park Circle Company
Maryland
$164K – – –
WA
2024
Winfield Associates
Ohio
$162K +$4.04K +53 +3%
PFS
2025
Physicians Financial Services
North Carolina
$156K +$59.8K +784 +48%
79 80
81
82 83