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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
REMPR
2001
Roof Eidam Maycock Peralta (REMP)
California
$2.22M -$2.25K -15 -0.1%
CFP
2002
Catalyst Financial Partners
Massachusetts
$2.21M +$620K +4,137 +37%
TWA
2003
TCI Wealth Advisors
Arizona
$2.2M -$15.7K -105 -0.7%
MCM
2004
Manchester Capital Management
Vermont
$2.2M +$86.5K +577 +4%
LMKC
2005
L.M. Kohn & Company
Ohio
$2.2M -$11.1K -74 -0.5%
KF
2006
Krilogy Financial
Missouri
$2.19M -$381K -2,539 -14%
T
2007
TCWP
Ohio
$2.19M +$23.2K +155 +1%
LIA
2008
LS Investment Advisors
Michigan
$2.18M -$30.1K -201 -1%
AO
2009
Advisor OS
Illinois
$2.18M -$662K -4,417 -23%
SN
2010
Sittner & Nelson
Oregon
$2.18M -$56.4K -376 -2%
SWA
2011
SFMG Wealth Advisors
Texas
$2.18M -$15.1K -101 -0.7%
GFP
2012
Gryphon Financial Partners
Ohio
$2.17M +$61.2K +408 +3%
WA
2013
Wambolt & Associates
Colorado
$2.17M +$92K +614 +4%
SEEDPG
2014
S.E.E.D. Planning Group
New York
$2.17M -$86K -574 -4%
AIA
2015
Armor Investment Advisors
North Carolina
$2.17M +$63.6K +424 +3%
TAM
2016
Titleist Asset Management
Texas
$2.17M -$640K -4,269 -22%
DFA
2017
Delta Financial Advisors
Louisiana
$2.16M +$147K +983 +7%
AA
2018
Altman Advisors
Illinois
$2.16M +$2.24M +14,919 New
PWAM
2019
Pinnacle West Asset Management
Wyoming
$2.16M +$109K +725 +5%
GAM
2020
Grandview Asset Management
Pennsylvania
$2.16M -$739K -4,928 -25%
HIC
2021
Hartline Investment Corp
Illinois
$2.16M +$245K +1,634 +12%
BFW
2022
Brady Family Wealth
Missouri
$2.16M +$56.4K +376 +3%
FBT
2023
First Bank & Trust
South Dakota
$2.16M -$40.8K -272 -2%
FFA
2024
Fragasso Financial Advisors
Pennsylvania
$2.15M -$26.2K -175 -1%
WWM
2025
Wolff Wiese Magana
California
$2.15M -$46.2K -308 -2%
79 80
81
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