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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
2001
Zurich Insurance Group
Switzerland
$1.57M -$57.3M -499,482 -97%
NRCM
2002
North Reef Capital Management
California
$1.57M +$1.72M +15,000 New
PIM
2003
Perpetual Investment Management
Australia
$1.57M – – –
BAM
2004
Byrne Asset Management
New Jersey
$1.56M +$64.3K +560 +4%
FFA
2005
Fragasso Financial Advisors
Pennsylvania
$1.56M -$266K -2,321 -13%
LIM
2006
Loudon Investment Management
New Hampshire
$1.56M +$865K +7,541 +103%
LIA
2007
LS Investment Advisors
Michigan
$1.55M +$574 +5 +0%
SN
2008
Sittner & Nelson
Oregon
$1.55M +$173K +1,505 +11%
GCM
2009
Graham Capital Management
Connecticut
$1.55M -$3.21M -27,944 -65%
TWA
2010
TCI Wealth Advisors
Arizona
$1.55M -$4.02K -35 -0.2%
GI
2011
GS Investments
Minnesota
$1.54M +$5.74K +50 +0.3%
WA
2012
WBH Advisory
Maryland
$1.53M -$76.4K -666 -4%
WHC
2013
Wulff, Hansen & Co
California
$1.53M +$9.18K +80 +0.5%
OAM
2014
Occidental Asset Management
California
$1.53M +$99.7K +869 +6%
DI
2015
DAGCO Inc
Ohio
$1.53M +$18.1K +158 +1%
WA
2016
Wambolt & Associates
Colorado
$1.53M -$19.2K -167 -1%
CPIA
2017
Cornell Pochily Investment Advisors
New York
$1.53M +$84.9K +740 +5%
WP
2018
Waycross Partners
Kentucky
$1.53M +$7.46K +65 +0.4%
ACMA
2019
Arbor Capital Management (Alaska)
Alaska
$1.53M +$57.5K +501 +4%
RCG
2020
Regatta Capital Group
California
$1.52M +$80.4K +701 +5%
WPC
2021
Wedmont Private Capital
Pennsylvania
$1.52M +$186K +1,622 +13%
DTC
2022
Davidson Trust Company
Washington
$1.52M -$151K -1,313 -8%
NME
2023
Notis-McConarty Edward
$1.51M – – –
EFG
2024
Everhart Financial Group
Ohio
$1.51M -$27.2K -237 -2%
CIM
2025
Chapman Investment Management
California
$1.51M +$5.74K +50 +0.3%
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