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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2001
Wolff Wiese Magana
California
$2.36M +$127K +775 +5%
SWM
2002
Selective Wealth Management
Virginia
$2.35M -$100K -611 -4%
TWA
2003
TCI Wealth Advisors
Arizona
$2.35M -$143K -872 -6%
BWM
2004
Bulltick Wealth Management
Florida
$2.35M -$164 -1 -0%
AIC
2005
Ayalon Insurance Company
Israel
$2.35M +$21K +128 +0.9%
LCAM
2006
London & Capital Asset Management
United Kingdom
$2.32M -$66.7K -406 -3%
HC
2007
Hendley & Co
Ohio
$2.32M +$16.4K +100 +0.7%
FWP
2008
FAS Wealth Partners
Kansas
$2.32M +$362K +2,206 +18%
4WM
2009
44 Wealth Management
Oregon
$2.32M -$218K -1,325 -8%
1WA
2010
180 Wealth Advisors
Washington
$2.32M -$42.9K -261 -2%
LA
2011
Lindenwold Advisors
Pennsylvania
$2.32M +$2.4M +14,634 New
HCM
2012
HGI Capital Management
New York
$2.31M -$534K -3,251 -18%
WHC
2013
Wulff, Hansen & Co
California
$2.31M +$2.4M +14,585 New
RTC
2014
Riverview Trust Company
Washington
$2.31M -$136K -826 -5%
BFO
2015
Biltmore Family Office
North Carolina
$2.3M +$609K +3,707 +34%
ACMA
2016
Arbor Capital Management (Alaska)
Alaska
$2.3M +$2.38M +14,517 New
AFS
2017
Access Financial Services
Minnesota
$2.3M +$23.5K +143 +1%
WPC
2018
White Pine Capital
Minnesota
$2.29M +$39.6K +241 +2%
MSFS
2019
Main Street Financial Solutions
Pennsylvania
$2.29M +$49.8K +303 +2%
GI
2020
GS Investments
Minnesota
$2.29M +$9.85K +60 +0.4%
CIM
2021
Chapman Investment Management
California
$2.28M +$123K +750 +5%
JIP
2022
JBJ Investment Partners
South Carolina
$2.28M -$565K -3,438 -19%
NCM
2023
Neumann Capital Management
California
$2.28M -$49.3K -300 -2%
APF
2024
Alaska Permanent Fund
Alaska
$2.27M – – –
PFM
2025
Phillips Financial Management
Indiana
$2.27M +$493 +3 +0%
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