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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
2001
Centennial Bank
Arkansas
$2M +$1.89M +14,883 New
LIA
2002
LS Investment Advisors
Michigan
$1.99M +$634 +5 +0%
KA
2003
KLCM Advisors
Wisconsin
$1.99M +$73.1K +577 +4%
GAM
2004
Grandview Asset Management
Pennsylvania
$1.99M -$53.7K -424 -3%
FFA
2005
Fragasso Financial Advisors
Pennsylvania
$1.99M -$18.1K -143 -1%
SSG
2006
Summit Securities Group
New York
$1.98M +$145K +1,142 +8%
ADBIC
2007
A.D. Beadell Investment Counsel
Wisconsin
$1.98M -$176K -1,392 -9%
TWA
2008
TCI Wealth Advisors
Arizona
$1.98M -$7.1K -56 -0.4%
HCCM
2009
Hudson Canyon Capital Management
New York
$1.98M -$40.8K -322 -2%
GI
2010
GS Investments
Minnesota
$1.97M -$1.27K -10 -0.1%
LCAM
2011
London & Capital Asset Management
United Kingdom
$1.97M -$96.8K -764 -5%
CA
2012
CoreCap Advisors
Michigan
$1.97M +$136K +1,077 +8%
CI
2013
CX Institutional
Indiana
$1.97M +$410K +3,239 +28%
WHC
2014
Wulff, Hansen & Co
California
$1.96M -$3.8K -30 -0.2%
WA
2015
Wambolt & Associates
Colorado
$1.96M +$380 +3 +0%
OC
2016
Oarsman Capital
Wisconsin
$1.96M -$603K -4,762 -25%
ACMA
2017
Arbor Capital Management (Alaska)
Alaska
$1.95M +$95.9K +757 +6%
JE
2018
JMAC Enterprises
Pennsylvania
$1.95M -$434K -3,423 -19%
DI
2019
DAGCO Inc
Ohio
$1.95M -$15.3K -121 -0.8%
PP
2020
PDT Partners
New York
$1.94M +$1.84M +14,500 New
NME
2021
Notis-McConarty Edward
$1.94M – – –
BFO
2022
Biltmore Family Office
North Carolina
$1.94M +$39.3K +310 +2%
HA
2023
Hamel Associates
New Jersey
$1.94M -$200K -1,577 -10%
DTC
2024
Davidson Trust Company
Washington
$1.94M -$10.4K -82 -0.6%
PWMG
2025
Prestige Wealth Management Group
New Jersey
$1.94M +$149K +1,175 +9%
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