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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
2001
Creative Financial Designs
Indiana
$303K -$85.5K -991 -23%
WI
2002
Wedgewood Investors
Pennsylvania
$301K – – –
JGIA
2003
Jackson Grant Investment Advisers
Connecticut
$301K +$1.03K +12 +0.4%
JSL
2004
JT Stratford LLC
Georgia
$297K -$5.44K -63 -2%
MCM
2005
Millie Capital Management
California
$296K – – –
TFO
2006
Tarbox Family Office
California
$296K +$155K +1,800 +125%
MLFP
2007
MPS Loria Financial Planners
Illinois
$296K +$275K +3,189 New
WA
2008
WealthTrust Axiom
Pennsylvania
$295K – – –
JC
2009
Jentner Corp
Ohio
$294K – – –
TBA
2010
Train Babcock Advisors
New York
$294K – – –
EP
2011
Elkhorn Partners
Nebraska
$292K – – –
HC
2012
Hourglass Capital
Texas
$292K – – –
CWM
2013
Cranbrook Wealth Management
Michigan
$288K – – –
AIA
2014
AIMZ Investment Advisors
California
$284K – – –
TCOO
2015
Trust Company of Oklahoma
Oklahoma
$283K – – –
RT
2016
Reliance Trust
Georgia
$282K – – –
DIP
2017
DT Investment Partners
Pennsylvania
$282K +$266K +3,085 New
CP
2018
Camelot Portfolios
Ohio
$281K -$44K -510 -14%
FM
2019
Family Management
New York
$281K +$266K +3,079 New
WFWM
2020
Wechter Feldman Wealth Management
New Jersey
$280K – – –
AIS
2021
American Investment Services
Massachusetts
$280K +$264K +3,063 New
ACP
2022
Aveo Capital Partners
Colorado
$278K -$3.02K -35 -1%
NG
2023
Northstar Group
New York
$278K +$431 +5 +0.2%
PCTC
2024
Perkins Coie Trust Company
Washington
$277K +$31.1K +360 +13%
QC
2025
QCM Cayman
Texas
$277K +$262K +3,033 New