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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
2001
Godshalk Welsh Capital Management
Pennsylvania
$795K +$46.4K +450 +6%
B
2002
Brightworth
Georgia
$792K -$8.65K -84 -1%
LB
2003
Legacy Bridge
Iowa
$792K +$22.7K +220 +3%
BWM
2004
Baystate Wealth Management
Massachusetts
$792K +$40.1K +389 +6%
SCM
2005
Sterneck Capital Management
Missouri
$790K +$59.2K +575 +8%
RTS
2006
Round Table Services
New Jersey
$786K -$80.5K -781 -9%
PWM
2007
Paulson Wealth Management
Illinois
$782K +$30.4K +295 +4%
SSG
2008
Summit Securities Group
New York
$779K -$8.12M -78,800 -91%
CC
2009
Colrain Capital
Massachusetts
$779K -$20.6K -200 -3%
HFS
2010
Howard Financial Services
Texas
$778K -$43.6K -423 -5%
BS
2011
Bessemer Securities
New York
$778K – – –
LCM
2012
LVM Capital Management
Michigan
$778K – – –
BCP
2013
Berkeley Capital Partners
Georgia
$777K -$187K -1,816 -19%
PCM
2014
Perritt Capital Management
Illinois
$775K -$1.44K -14 -0.2%
WAG
2015
Winthrop Advisory Group
Massachusetts
$772K +$30.9K +300 +4%
CFG
2016
Cooper Financial Group
California
$770K -$83.9K -814 -10%
FNBSF
2017
First National Bank Sioux Falls
South Dakota
$769K – – –
RCA
2018
Rowland Carmichael Advisors
Arizona
$767K +$380K +3,685 +95%
WA
2019
Wealth Architects
California
$763K +$3.92K +38 +0.5%
RFA
2020
Reilly Financial Advisors
California
$759K -$28.5K -277 -4%
TCB
2021
Texas Capital Bancshares
Texas
$759K – – –
GPA
2022
Garrison Point Advisors
California
$759K +$15.5K +150 +2%
GI
2023
Glovista Investments
New Jersey
$759K +$773K +7,500 New
IIM
2024
Ironwood Investment Management
Massachusetts
$756K +$82.4K +800 +12%
IF
2025
IRON Financial
Illinois
$755K +$58.2K +565 +8%
79 80
81
82 83