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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2001
Howard Financial Services
Texas
$873K +$13.3K +121 +2%
ACM
2002
Armbruster Capital Management
New York
$872K -$38.4K -348 -4%
TCB
2003
Texas Capital Bancshares
Texas
$868K +$28.8K +261 +3%
SCP
2004
Sandhill Capital Partners
New York
$867K +$81.1K +736 +10%
GCM
2005
Gladius Capital Management
Illinois
$866K -$2.08M -18,910 -71%
GWCM
2006
Godshalk Welsh Capital Management
Pennsylvania
$866K -$11K -100 -1%
GPA
2007
Garrison Point Advisors
California
$863K +$24.8K +225 +3%
SP
2008
Symmetry Partners
Connecticut
$862K -$549K -4,975 -39%
EAM
2009
Evanson Asset Management
California
$861K -$37.9K -344 -4%
CC
2010
Colrain Capital
Massachusetts
$861K – – –
BS
2011
Bessemer Securities
New York
$859K – – –
IIC
2012
Ironwood Investment Counsel
Arizona
$857K +$106K +965 +14%
PCM
2013
Perritt Capital Management
Illinois
$856K – – –
RFA
2014
Reilly Financial Advisors
California
$856K +$17.5K +159 +2%
MCIA
2015
Mountain Capital Investment Advisors
Colorado
$840K +$53.7K +487 +7%
FWM
2016
Focused Wealth Management
New York
$838K +$28K +254 +4%
PFS
2017
Physicians Financial Services
North Carolina
$838K +$51.3K +465 +7%
AMCA
2018
Arthur M. Cohen & Associates
Illinois
$835K +$5.51K +50 +0.7%
NERM
2019
New England Research & Management
Illinois
$834K -$66.2K -600 -7%
SP
2020
SWS Partners
Ohio
$834K +$802K +7,274 New
RP
2021
Riverbridge Partners
Minnesota
$832K – – –
RTS
2022
Round Table Services
New Jersey
$828K -$39.8K -361 -5%
CCA
2023
Catalyst Capital Advisors
New York
$827K +$816K +7,400 New
SCM
2024
SKBA Capital Management
California
$825K – – –
DAM
2025
Diamant Asset Management
Connecticut
$824K – – –
79 80
81
82 83