We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
2001
Riverbridge Partners
Minnesota
$876K – – –
HFA
2002
High Falls Advisors
New York
$871K -$253K -2,235 -23%
FNBSF
2003
First National Bank Sioux Falls
South Dakota
$870K +$72.3K +639 +9%
SCM
2004
SKBA Capital Management
California
$869K – – –
CVM
2005
Cheviot Value Management
California
$869K +$13.6K +120 +2%
DAM
2006
Diamant Asset Management
Connecticut
$867K – – –
DMC
2007
Drexel Morgan & Co
Pennsylvania
$865K – – –
MCM
2008
MV Capital Management
Maryland
$863K +$80.9K +715 +11%
LC
2009
Lindbrook Capital
California
$862K +$8.14K +72 +1%
XS
2010
XR Securities
Illinois
$861K -$235K -2,076 -22%
FPFS
2011
First Personal Financial Services
North Carolina
$856K -$763K -6,749 -48%
FWM
2012
Focused Wealth Management
New York
$850K -$30.9K -273 -4%
RTS
2013
Round Table Services
New Jersey
$849K -$21.7K -192 -3%
JHCP
2014
Jackson Hole Capital Partners
Oklahoma
$849K +$226K +2,000 +38%
AWE
2015
Avidian Wealth Enterprises
Texas
$846K +$250K +2,206 +44%
RFA
2016
Reilly Financial Advisors
California
$841K -$57.7K -510 -7%
PWM
2017
Paulson Wealth Management
Illinois
$841K -$43.8K -387 -5%
FBT
2018
First Bank & Trust
South Dakota
$840K +$195K +1,726 +32%
EWM
2019
Empirical Wealth Management
Washington
$835K -$109K -966 -12%
CHA
2020
Carmichael Hill & Associates
Maryland
$832K +$14.1K +125 +2%
PCS
2021
Personal CFO Solutions
New Jersey
$828K +$795K +7,033 New
SI
2022
SCP Investment
California
$824K +$792K +7,000 New
CM
2023
Columbus Macro
Pennsylvania
$823K -$173K -1,528 -18%
CC
2024
Cedar Capital
Illinois
$823K +$36.2K +320 +5%
AF
2025
Affiance Financial
Minnesota
$821K – – –
79 80
81
82 83