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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
2001
Tidal Investments
Wisconsin
$1.64M +$107K +957 +8%
DI
2002
DAGCO Inc
Ohio
$1.64M +$100K +899 +7%
XSC
2003
X-Square Capital
Puerto Rico
$1.64M +$138K +1,236 +11%
SWM
2004
Sculati Wealth Management
Michigan
$1.64M -$12.9K -115 -0.9%
SFSIG
2005
San Francisco Sentry Investment Group
California
$1.64M -$927K -8,289 -39%
BWP
2006
BSW Wealth Partners
Colorado
$1.64M +$114K +1,019 +9%
MCCP
2007
Mission Creek Capital Partners
California
$1.64M +$208K +1,858 +17%
LWMM
2008
Legacy Wealth Management (Mississippi)
Mississippi
$1.63M -$131K -1,170 -8%
OCG
2009
Opus Capital Group
Ohio
$1.63M +$22.5K +201 +2%
FCA
2010
FinTrust Capital Advisors
South Carolina
$1.63M +$23.4K +209 +2%
CIM
2011
Chapman Investment Management
California
$1.63M -$24.1K -216 -2%
LF
2012
LifeSteps Financial
California
$1.62M -$23.5K -210 -2%
CASB
2013
Cape Ann Savings Bank
Massachusetts
$1.62M +$1.42M +12,739 New
GWA
2014
GGM Wealth Advisors
Maryland
$1.62M +$1.29M +11,528 New
HIC
2015
Hartline Investment Corp
Illinois
$1.61M +$24.8K +222 +2%
LFF
2016
Level Four Financial
Texas
$1.61M +$1.41M +12,657 New
IF
2017
Ironwood Financial
Arizona
$1.61M +$1.38M +12,376 +4,550%
LA
2018
LexAurum Advisors
Kansas
$1.6M +$104K +932 +8%
SCG
2019
Sonata Capital Group
Washington
$1.6M – – –
MWP
2020
Moller Wealth Partners
$1.6M +$1.04M +9,313 +287%
GFS
2021
GYL Financial Synergies
Connecticut
$1.59M -$13.6K -122 -1%
MIAS
2022
Mason Investment Advisory Services
Virginia
$1.59M +$15.3K +137 +1%
TCM
2023
Towercrest Capital Management
Pennsylvania
$1.59M -$160K -1,434 -10%
SC
2024
Sovarnum Capital
New York
$1.59M +$1.4M +12,500 New
SXL
2025
Summit X LLC
Missouri
$1.58M +$1.39M +12,417 New
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