We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
2001
LS Investment Advisors
Michigan
$1.94M +$548 +4 +0%
TNA
2002
True North Advisors
Texas
$1.93M -$18.2K -133 -0.9%
HNWAG
2003
High Net Worth Advisory Group
Florida
$1.93M -$105K -764 -5%
GI
2004
GS Investments
Minnesota
$1.93M +$9.59K +70 +0.5%
ACMA
2005
Arbor Capital Management (Alaska)
Alaska
$1.93M +$91.4K +667 +5%
ATFA
2006
All Terrain Financial Advisors
Minnesota
$1.92M -$120K -878 -6%
DTC
2007
Davidson Trust Company
Washington
$1.92M +$34.1K +249 +2%
SXL
2008
Summit X LLC
Missouri
$1.91M -$17K -124 -0.8%
FFA
2009
Fragasso Financial Advisors
Pennsylvania
$1.91M -$20.6K -150 -1%
HCCM
2010
Hudson Canyon Capital Management
New York
$1.91M -$11.8K -86 -0.6%
WA
2011
Wambolt & Associates
Colorado
$1.91M +$2.47K +18 +0.1%
BBP
2012
Banco BTG Pactual
Brazil
$1.9M +$1.95M +14,200 New
FFG
2013
Fortem Financial Group
California
$1.9M +$75.1K +548 +4%
AO
2014
Advisor OS
Illinois
$1.9M +$109K +799 +6%
FFM
2015
FengHe Fund Management
Singapore
$1.9M +$2M +14,600 New
PWMG
2016
Prestige Wealth Management Group
New Jersey
$1.89M +$4.8K +35 +0.2%
MLA
2017
MB, Levis & Associates
Pennsylvania
$1.89M +$31.2K +228 +2%
HA
2018
Hamel Associates
New Jersey
$1.89M – – –
SWA
2019
Sutton Wealth Advisors
Florida
$1.88M -$1.62M -11,841 -45%
WHC
2020
Wulff, Hansen & Co
California
$1.88M -$31.5K -230 -2%
NME
2021
Notis-McConarty Edward
$1.88M -$13.7K -100 -0.7%
BFW
2022
Brady Family Wealth
Missouri
$1.87M +$3.29K +24 +0.2%
PGWM
2023
Parisi Gray Wealth Management
New Jersey
$1.87M -$1.47M -10,711 -43%
CPSC
2024
Carl P. Sherr & Co
Massachusetts
$1.87M +$196K +1,432 +11%
NF
2025
Nvest Financial
New Hampshire
$1.87M +$98.5K +719 +5%
79 80
81
82 83