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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2001
Next Capital Management
New York
$2.16M +$78.5K +571 +4%
GI
2002
GS Investments
Minnesota
$2.15M – – –
CAS
2003
Coppell Advisory Solutions
Texas
$2.13M +$148K +1,075 +8%
BB
2004
Bell Bank
North Dakota
$2.13M +$342K +2,490 +21%
FFM
2005
FengHe Fund Management
Singapore
$2.12M – – –
MCM
2006
Manchester Capital Management
Vermont
$2.12M +$134K +976 +7%
GFP
2007
Gryphon Financial Partners
Ohio
$2.12M -$68.2K -496 -3%
OAM
2008
Odey Asset Management
United Kingdom
$2.12M +$2M +14,567 New
DTC
2009
Davidson Trust Company
Washington
$2.12M -$22.7K -165 -1%
YDMI
2010
Y.D. More Investments
Israel
$2.11M +$1.65M +12,008 +476%
FFA
2011
Farther Finance Advisors
California
$2.11M +$240K +1,745 +14%
AIA
2012
Armor Investment Advisors
North Carolina
$2.11M -$1.42M -10,321 -42%
BFW
2013
Brady Family Wealth
Missouri
$2.11M +$18.3K +133 +0.9%
WA
2014
Wambolt & Associates
Colorado
$2.11M -$21.6K -157 -1%
BFA
2015
Benedict Financial Advisors
Georgia
$2.1M +$50.5K +367 +3%
MLA
2016
MB, Levis & Associates
Pennsylvania
$2.1M -$3.71K -27 -0.2%
FPAS
2017
Focus Partners Advisor Solutions
Missouri
$2.1M -$132K -963 -6%
KA
2018
Klingman & Associates
New York
$2.09M +$47.9K +348 +2%
CPSC
2019
Carl P. Sherr & Co
Massachusetts
$2.09M -$2.2K -16 -0.1%
HCM
2020
Highlander Capital Management
New Jersey
$2.08M +$138K +1,000 +8%
LC
2021
LCNB Corp
Ohio
$2.07M +$88.7K +645 +5%
NME
2022
Notis-McConarty Edward
$2.06M -$27.5K -200 -1%
LI
2023
Lafayette Investments
Maryland
$2.06M -$623K -4,526 -24%
PWAM
2024
Pinnacle West Asset Management
Wyoming
$2.06M +$26.1K +190 +1%
HVP
2025
Hudson Value Partners
Florida
$2.06M -$1.41M -10,275 -42%
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