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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MLIC
2001
Mandatum Life Insurance Company
Finland
$604K – – –
CVM
2002
Cheviot Value Management
California
$602K -$30.2K -275 -5%
BST
2003
Bath Savings Trust
Maine
$600K -$9.32K -85 -1%
FWP
2004
FAS Wealth Partners
Kansas
$597K +$658 +6 +0.1%
CF
2005
Copperwynd Financial
Arizona
$596K +$114K +1,041 +22%
AWMF
2006
Arbor Wealth Management (Florida)
Florida
$594K +$1.1K +10 +0.2%
FCIM
2007
Fairview Capital Investment Management
California
$593K +$53.5K +488 +9%
AWE
2008
Avidian Wealth Enterprises
Texas
$591K -$143K -1,300 -19%
IR
2009
IAT Reinsurance
New York
$589K -$932K -8,500 -60%
MWM
2010
Merriman Wealth Management
Washington
$589K -$10.1K -92 -2%
AAM
2011
Ascension Asset Management
New York
$589K – – –
BAM
2012
Bruderman Asset Management
New York
$587K -$36.1K -329 -6%
MCM
2013
MV Capital Management
Maryland
$585K -$110 -1 -0%
SE
2014
Summit Equities
New Jersey
$585K +$1.98K +18 +0.3%
OLA
2015
Oliver Luxxe Assets
New Jersey
$584K – – –
RG
2016
Rikoon Group
New Mexico
$582K +$51.2K +467 +9%
PSC
2017
Prentiss Smith & Co
Vermont
$575K -$286K -2,603 -32%
REMPR
2018
Roof Eidam Maycock Peralta (REMP)
California
$575K – – –
SFM
2019
Signet Financial Management
New Jersey
$575K +$325K +2,967 +116%
WMSA
2020
Weiss Multi-Strategy Advisers
New York
$574K +$604K +5,510 New
DCM
2021
Driehaus Capital Management
Illinois
$573K -$120K -1,094 -17%
RFA
2022
Reilly Financial Advisors
California
$570K +$54.9K +500 +10%
WA
2023
WESPAC Advisors
California
$564K -$160K -1,462 -21%
MWP
2024
Moller Wealth Partners
$564K -$20.8K -190 -3%
BHA
2025
Beech Hill Advisors
New York
$564K – – –
79 80
81
82 83