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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
2001
Peoples Bank (Ohio)
Ohio
$1.99M +$41.2K +279 +2%
LWM
2002
Ledge Wealth Management
Minnesota
$1.99M +$2.15M +14,569 New
TNA
2003
True North Advisors
Texas
$1.98M -$465K -3,149 -18%
PH
2004
Pinnacle Holdings
Oklahoma
$1.98M +$177K +1,199 +9%
WCM
2005
Washington Capital Management
Washington
$1.98M -$66.4K -450 -3%
ACS
2006
Archford Capital Strategies
Illinois
$1.98M +$205K +1,386 +10%
PCP
2007
Proficio Capital Partners
Massachusetts
$1.97M +$174K +1,180 +9%
BWM
2008
BCGM Wealth Management
Indiana
$1.97M +$123K +830 +5%
OL
2009
Optas LLC
Texas
$1.97M +$73.5K +498 +4%
JSC
2010
Jackson Square Capital
California
$1.97M -$2.42M -16,394 -53%
GF
2011
Gries Financial
Ohio
$1.97M +$478K +3,237 +29%
HCCM
2012
Hudson Canyon Capital Management
New York
$1.96M +$137K +930 +7%
CIM
2013
Chapman Investment Management
California
$1.96M – – –
MSFS
2014
Main Street Financial Solutions
Pennsylvania
$1.96M -$8.71K -59 -0.4%
RCIM
2015
Red Cedar Investment Management
Michigan
$1.96M -$418K -2,829 -16%
ED
2016
Exane Derivatives
France
$1.96M -$995K -6,739 -32%
PFM
2017
Phillips Financial Management
Indiana
$1.95M -$443 -3 -0%
MTIC
2018
Missouri Trust & Investment Company
Missouri
$1.95M +$242K +1,637 +13%
S
2019
Surevest
California
$1.95M -$3.56M -24,090 -63%
6F
2020
626 Financial
Michigan
$1.94M +$127K +857 +6%
LNWTC
2021
Laird Norton Wetherby Trust Company
Washington
$1.93M -$168K -1,138 -7%
NCM
2022
Neumann Capital Management
California
$1.93M -$29.5K -200 -1%
LIM
2023
Longfellow Investment Management
Massachusetts
$1.93M +$598K +4,053 +40%
WWM
2024
Wolff Wiese Magana
California
$1.93M -$112K -761 -5%
BCFD
2025
Boit C.F. David
$1.93M -$176K -1,192 -8%
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