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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2001
Millie Capital Management
California
$296K – – –
TFO
2002
Tarbox Family Office
California
$296K +$155K +1,800 +125%
MLFP
2003
MPS Loria Financial Planners
Illinois
$296K +$275K +3,189 New
WA
2004
WealthTrust Axiom
Pennsylvania
$295K – – –
JC
2005
Jentner Corp
Ohio
$294K – – –
TBA
2006
Train Babcock Advisors
New York
$294K – – –
EP
2007
Elkhorn Partners
Nebraska
$292K – – –
HC
2008
Hourglass Capital
Texas
$292K – – –
CWM
2009
Cranbrook Wealth Management
Michigan
$288K – – –
AIA
2010
AIMZ Investment Advisors
California
$284K – – –
TCOO
2011
Trust Company of Oklahoma
Oklahoma
$283K – – –
RT
2012
Reliance Trust
Georgia
$282K – – –
DIP
2013
DT Investment Partners
Pennsylvania
$282K +$266K +3,085 New
CP
2014
Camelot Portfolios
Ohio
$281K -$44K -510 -14%
FM
2015
Family Management
New York
$281K +$266K +3,079 New
WFWM
2016
Wechter Feldman Wealth Management
New Jersey
$280K – – –
AIS
2017
American Investment Services
Massachusetts
$280K +$264K +3,063 New
ACP
2018
Aveo Capital Partners
Colorado
$278K -$3.02K -35 -1%
NG
2019
Northstar Group
New York
$278K +$431 +5 +0.2%
PCTC
2020
Perkins Coie Trust Company
Washington
$277K +$31.1K +360 +13%
QC
2021
QCM Cayman
Texas
$277K +$262K +3,033 New
GAM
2022
Gemmer Asset Management
California
$276K +$345 +4 +0.1%
CPIG
2023
Chicago Partners Investment Group
Illinois
$275K -$1.52M -17,628 -85%
I2I
2024
Insight 2811 Inc
Illinois
$274K -$3.11K -36 -1%
DMC
2025
Drexel Morgan & Co
Pennsylvania
$274K – – –
79 80
81
82 83