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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
2001
Marble Harbor Investment Counsel
Massachusetts
$252K +$253K +2,871 New
WCM
2002
Weatherstone Capital Management
Colorado
$251K +$38.3K +434 +18%
NPPM
2003
North Point Portfolio Managers
Ohio
$249K +$17.6K +200 +8%
DSAM
2004
Dock Street Asset Management
Florida
$248K – – –
GS
2005
Girard Securities
California
$247K -$33.4K -379 -12%
CIA
2006
Cascade Investment Advisors
Oregon
$247K -$74.6K -846 -23%
EWM
2007
Empirical Wealth Management
Washington
$245K +$4.59K +52 +2%
DLHL
2008
Donald L. Hagan LLC
Florida
$245K +$246K +2,788 New
CAS
2009
Cue Advisory Services
Arizona
$244K -$28.8K -327 -11%
CA
2010
Continuum Advisory
Idaho
$244K +$245K +2,773 New
JSA
2011
Jacobson & Schmitt Advisors
Wisconsin
$244K +$245K +2,781 New
WP
2012
WealthPLAN Partners
Nebraska
$243K +$248K +2,815 New
SIA
2013
Starfire Investment Advisers
Michigan
$243K – – –
CIAS
2014
Capital Investment Advisory Services
North Carolina
$240K -$104K -1,178 -30%
FMP
2015
Financial Management Professionals
Texas
$240K +$13.2K +150 +6%
GAM
2016
Gould Asset Management
California
$240K +$241K +2,736 New
RC
2017
Reik & Co
New York
$239K -$882K -10,000 -79%
TCM
2018
Tradewinds Capital Management
Washington
$239K +$63.3K +717 +36%
JC
2019
Jacobs & Co
California
$239K +$211K +2,394 +81%
AIS
2020
Accurate Investment Solutions
Pennsylvania
$238K +$44.3K +502 +23%
TSS
2021
Thomas Story & Son
Indiana
$236K -$8.82K -100 -4%
ACM
2022
Alta Capital Management
Utah
$235K -$74.2K -841 -24%
PCTC
2023
Perkins Coie Trust Company
Washington
$235K – – –
WA
2024
Winfield Associates
Ohio
$235K +$70.6K +800 +43%
H
2025
Hexavest
Quebec, Canada
$234K – – –
79 80
81
82 83