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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2001
Moller Wealth Partners
$616K – – –
SE
2002
Summit Equities
New Jersey
$615K – – –
VCM
2003
Virtue Capital Management
Tennessee
$610K +$379K +3,350 +156%
MC
2004
Marcus Capital
Illinois
$608K +$31.1K +275 +5%
REMPR
2005
Roof Eidam Maycock Peralta (REMP)
California
$607K +$19.2K +170 +3%
GJL
2006
Gendell Jeffrey L
$605K -$2.96M -26,155 -83%
PAA
2007
Peregrine Asset Advisers
Oregon
$598K +$14.7K +130 +2%
OIA
2008
OneDigital Investment Advisors
Kansas
$596K +$101K +888 +20%
BHA
2009
Beech Hill Advisors
New York
$595K -$17K -150 -3%
RPAM
2010
Rhenman & Partners Asset Management
Sweden
$593K +$98.8K +873 +19%
CC
2011
Cedar Capital
Illinois
$592K +$21.1K +186 +4%
AWMF
2012
Arbor Wealth Management (Florida)
Florida
$591K -$145K -1,281 -20%
FCB
2013
First Command Bank
Texas
$588K +$11.5K +102 +2%
FCFS
2014
First Command Financial Services
Texas
$588K +$11.5K +102 +2%
FWM
2015
Focused Wealth Management
New York
$587K -$25.7K -227 -4%
WDA
2016
Wendell David Associates
New Hampshire
$586K +$44K +389 +8%
KA
2017
Klingman & Associates
New York
$586K +$61.4K +542 +11%
OFW
2018
Omnia Family Wealth
Florida
$584K -$68K -601 -10%
OLA
2019
Oliver Luxxe Assets
New Jersey
$584K -$8.38K -74 -1%
ECAM
2020
East Coast Asset Management
Massachusetts
$583K -$138K -1,216 -19%
CCP
2021
Clarkston Capital Partners
Michigan
$583K -$28.4K -251 -5%
CCMW
2022
Cypress Capital Management (Wyoming)
Wyoming
$578K – – –
LIA
2023
LBMC Investment Advisors
Tennessee
$577K – – –
KFA
2024
Kelleher Financial Advisors
New York
$575K – – –
WIA
2025
Westbourne Investment Advisors
Maryland
$575K – – –
79 80
81
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