We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPG
2001
Peak Planning Group
Colorado
$2.8M -$33.2K -219 -1%
TA
2002
Townsend & Associates
Colorado
$2.79M +$3.03K +20 +0.1%
APF
2003
Alaska Permanent Fund
Alaska
$2.79M -$13K -86 -0.5%
SCM
2004
Spreng Capital Management
Ohio
$2.79M -$115K -757 -4%
LIM
2005
Loudon Investment Management
New Hampshire
$2.77M -$10.3K -68 -0.4%
GWM
2006
GSB Wealth Management
Connecticut
$2.77M -$53K -350 -2%
CRA
2007
Clear Rock Advisors
Texas
$2.77M +$2.4M +15,835 New
CA
2008
Cumberland Advisors
Florida
$2.76M -$25.8K -170 -1%
LMKC
2009
L.M. Kohn & Company
Ohio
$2.76M +$168K +1,110 +7%
TPWM
2010
Twelve Points Wealth Management
Massachusetts
$2.76M -$207K -1,364 -8%
TWA
2011
TCI Wealth Advisors
Arizona
$2.76M +$153K +1,009 +7%
HWA
2012
Heritage Wealth Advisors
Virginia
$2.76M -$150K -992 -6%
IFWM
2013
Institute for Wealth Management
Colorado
$2.75M -$36.5K -241 -1%
BB
2014
Bell Bank
North Dakota
$2.75M +$91.2K +602 +4%
BBNA
2015
Bremer Bank National Association
Minnesota
$2.75M -$140K -927 -5%
VWM
2016
Venturi Wealth Management
Texas
$2.75M +$41.2K +272 +2%
HCCM
2017
Hudson Canyon Capital Management
New York
$2.74M -$73.2K -483 -3%
IIA
2018
IPG Investment Advisors
California
$2.74M +$518K +3,421 +27%
AC
2019
Avestar Capital
New York
$2.74M +$418K +2,758 +21%
PB
2020
Pinnacle Bancorp
Nebraska
$2.73M -$1.44M -9,494 -37%
TWM
2021
TriaGen Wealth Management
California
$2.73M -$55.8K -368 -2%
RTC
2022
Riverview Trust Company
Washington
$2.72M -$46.7K -308 -2%
EL
2023
EMFO LLC
Florida
$2.72M -$455K -3,000 -16%
DAM
2024
Delta Asset Management
Tennessee
$2.71M +$303 +2 +0%
AWC
2025
Abundance Wealth Counselors
Pennsylvania
$2.71M -$1.67K -11 -0.1%
79 80
81
82 83