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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DLHL
2001
Donald L. Hagan LLC
Florida
$245K +$246K +2,788 New
CAS
2002
Cue Advisory Services
Arizona
$244K -$28.8K -327 -11%
CA
2003
Continuum Advisory
Idaho
$244K +$245K +2,773 New
JSA
2004
Jacobson & Schmitt Advisors
Wisconsin
$244K +$245K +2,781 New
WP
2005
WealthPLAN Partners
Nebraska
$243K +$248K +2,815 New
SIA
2006
Starfire Investment Advisers
Michigan
$243K – – –
CIAS
2007
Capital Investment Advisory Services
North Carolina
$240K -$104K -1,178 -30%
FMP
2008
Financial Management Professionals
Texas
$240K +$13.2K +150 +6%
GAM
2009
Gould Asset Management
California
$240K +$241K +2,736 New
RC
2010
Reik & Co
New York
$239K -$882K -10,000 -79%
TCM
2011
Tradewinds Capital Management
Washington
$239K +$63.3K +717 +36%
JC
2012
Jacobs & Co
California
$239K +$211K +2,394 +81%
AIS
2013
Accurate Investment Solutions
Pennsylvania
$238K +$44.3K +502 +23%
TSS
2014
Thomas Story & Son
Indiana
$236K -$8.82K -100 -4%
ACM
2015
Alta Capital Management
Utah
$235K -$74.2K -841 -24%
PCTC
2016
Perkins Coie Trust Company
Washington
$235K – – –
WA
2017
Winfield Associates
Ohio
$235K +$70.6K +800 +43%
H
2018
Hexavest
Quebec, Canada
$234K – – –
TRCT
2019
Tower Research Capital (TRC)
New York
$233K -$7.02M -79,607 -97%
SEIA
2020
Signature Estate & Investment Advisors
California
$233K +$91K +1,031 +64%
SIAS
2021
Shine Investment Advisory Services
Colorado
$233K +$234K +2,647 New
DPI
2022
Diversified Portfolios Inc
Michigan
$232K +$233K +2,644 New
WI
2023
WrapManager Inc
California
$231K -$43.8K -497 -16%
PFGIA
2024
Patriot Financial Group Insurance Agency
Massachusetts
$230K – – –
CA
2025
Capital Advantage
California
$228K -$18.8K -213 -8%
79 80
81
82 83