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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2001
Summit Financial Group
West Virginia
$1.67M -$1.86K -15 -0.1%
SXL
2002
Summit X LLC
Missouri
$1.66M +$406K +3,279 +29%
EFG
2003
Everhart Financial Group
Ohio
$1.66M +$450K +3,629 +33%
GF
2004
Gries Financial
Ohio
$1.66M +$35.9K +290 +2%
BMC
2005
Benin Management Corp
Connecticut
$1.66M +$80.5K +650 +5%
BFA
2006
Benedict Financial Advisors
Georgia
$1.65M -$252K -2,033 -12%
WCM
2007
Washington Capital Management
Washington
$1.65M +$19.2K +155 +1%
GI
2008
GS Investments
Minnesota
$1.65M +$3.1K +25 +0.2%
PPG
2009
Peak Planning Group
Colorado
$1.65M +$1.81M +14,631 New
WHC
2010
Wulff, Hansen & Co
California
$1.64M -$372K -3,000 -17%
PFM
2011
Phillips Financial Management
Indiana
$1.64M +$28.9K +233 +2%
SCM
2012
Stevens Capital Management
Pennsylvania
$1.64M +$1.61M +12,985 +824%
WP
2013
Waycross Partners
Kentucky
$1.64M -$5.82K -47 -0.3%
6F
2014
626 Financial
Michigan
$1.64M +$35.7K +288 +2%
NME
2015
Notis-McConarty Edward
$1.63M -$13K -105 -0.7%
ARMT
2016
Amica Retiree Medical Trust
Rhode Island
$1.63M +$161K +1,300 +10%
PCM
2017
Pentwater Capital Management
Florida
$1.63M +$1.61M +13,000 +867%
DI
2018
DAGCO Inc
Ohio
$1.63M -$21.8K -176 -1%
LSA
2019
Lion Street Advisors
Texas
$1.63M +$102K +822 +9%
BWA
2020
Blodgett Wealth Advisors
California
$1.63M -$102K -827 -5%
SEEDPG
2021
S.E.E.D. Planning Group
New York
$1.63M +$221K +1,784 +14%
BAM
2022
Byrne Asset Management
New Jersey
$1.62M +$67.8K +547 +4%
CIM
2023
Chapman Investment Management
California
$1.62M – – –
RCIM
2024
Red Cedar Investment Management
Michigan
$1.62M – – –
CC
2025
Cipher Capital
New York
$1.61M +$1.77M +14,321 New
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