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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2001
Elkhorn Partners
Nebraska
$306K – – –
OKSA
2002
O'Keefe Stevens Advisory
New York
$306K +$296K +3,206 New
MLFP
2003
MPS Loria Financial Planners
Illinois
$305K – – –
UWPG
2004
Ullmann Wealth Partners Group
Florida
$304K -$3.6K -39 -0.8%
FSCM
2005
Front Street Capital Management
Montana
$304K +$294K +3,185 New
CWA
2006
Cypress Wealth Advisors
California
$303K -$161K -1,747 -36%
DE
2007
Day & Ennis
Georgia
$301K -$108K -1,175 -27%
CWM
2008
Cranbrook Wealth Management
Michigan
$301K – – –
I2I
2009
Insight 2811 Inc
Illinois
$301K +$14.2K +154 +5%
AAC
2010
Asset Advisors Corp
Georgia
$299K +$27.7K +300 +11%
TBA
2011
Train Babcock Advisors
New York
$297K -$9.22K -100 -3%
TCOO
2012
Trust Company of Oklahoma
Oklahoma
$296K – – –
AIA
2013
AIMZ Investment Advisors
California
$296K – – –
RGNCM
2014
R.G. Niederhoffer Capital Management
New York
$296K +$286K +3,100 New
JSL
2015
JT Stratford LLC
Georgia
$294K -$15.7K -170 -5%
CP
2016
Camelot Portfolios
Ohio
$294K +$922 +10 +0.3%
WFWM
2017
Wechter Feldman Wealth Management
New Jersey
$292K – – –
AFA
2018
Abacus FCF Advisors
Florida
$292K +$41.5K +450 +17%
NG
2019
Northstar Group
New York
$291K +$461 +5 +0.2%
GAM
2020
Gemmer Asset Management
California
$289K +$277 +3 +0.1%
AC
2021
Allstate Corporation
Illinois
$288K -$5.68M -61,559 -95%
CFD
2022
Creative Financial Designs
Indiana
$288K -$27.8K -301 -9%
CCA
2023
Catalyst Capital Advisors
New York
$287K -$295K -3,200 -52%
DMC
2024
Drexel Morgan & Co
Pennsylvania
$287K – – –
SG
2025
Strid Group
Pennsylvania
$286K +$276K +2,990 New
79 80
81
82 83