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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2001
Cypress Wealth Advisors
California
$303K -$161K -1,747 -36%
DE
2002
Day & Ennis
Georgia
$301K -$108K -1,175 -27%
CWM
2003
Cranbrook Wealth Management
Michigan
$301K – – –
I2I
2004
Insight 2811 Inc
Illinois
$301K +$14.2K +154 +5%
AAC
2005
Asset Advisors Corp
Georgia
$299K +$27.7K +300 +11%
TBA
2006
Train Babcock Advisors
New York
$297K -$9.22K -100 -3%
TCOO
2007
Trust Company of Oklahoma
Oklahoma
$296K – – –
AIA
2008
AIMZ Investment Advisors
California
$296K – – –
RGNCM
2009
R.G. Niederhoffer Capital Management
New York
$296K +$286K +3,100 New
JSL
2010
JT Stratford LLC
Georgia
$294K -$15.7K -170 -5%
CP
2011
Camelot Portfolios
Ohio
$294K +$922 +10 +0.3%
WFWM
2012
Wechter Feldman Wealth Management
New Jersey
$292K – – –
AFA
2013
Abacus FCF Advisors
Florida
$292K +$41.5K +450 +17%
NG
2014
Northstar Group
New York
$291K +$461 +5 +0.2%
GAM
2015
Gemmer Asset Management
California
$289K +$277 +3 +0.1%
AC
2016
Allstate Corporation
Illinois
$288K -$5.68M -61,559 -95%
CFD
2017
Creative Financial Designs
Indiana
$288K -$27.8K -301 -9%
CCA
2018
Catalyst Capital Advisors
New York
$287K -$295K -3,200 -52%
DMC
2019
Drexel Morgan & Co
Pennsylvania
$287K – – –
SG
2020
Strid Group
Pennsylvania
$286K +$276K +2,990 New
PCTC
2021
Perkins Coie Trust Company
Washington
$285K -$4.61K -50 -2%
IWA
2022
Intercontinental Wealth Advisors
Texas
$285K -$646 -7 -0.2%
CCA
2023
Conestoga Capital Advisors
Pennsylvania
$281K -$36.9K -400 -12%
EGM
2024
Engineers Gate Manager
New York
$281K +$271K +2,938 New
SCP
2025
Syntal Capital Partners
Texas
$280K -$41.1K -446 -13%
79 80
81
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