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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFM
2001
LGT Fund Management
Liechtenstein
$3.41M +$25.3K +140 +0.8%
BIG
2002
Brooklyn Investment Group
New York
$3.41M -$361 -2 -0%
BMC
2003
Benin Management Corp
Connecticut
$3.4M -$82.8K -459 -3%
VFA
2004
Voya Financial Advisors
Connecticut
$3.4M +$96.2K +533 +3%
FBT
2005
First Bankers Trust
Kentucky
$3.4M -$16.4K -91 -0.5%
RHP
2006
Royal Harbor Partners
Texas
$3.4M +$23.8K +132 +0.8%
PPG
2007
Peak Planning Group
Colorado
$3.39M +$84.6K +469 +3%
SAM
2008
Smartleaf Asset Management
Massachusetts
$3.38M +$735K +4,071 +32%
TCPG
2009
Trivant Custom Portfolio Group
California
$3.38M -$114K -631 -4%
CA
2010
Continuum Advisory
Idaho
$3.37M -$1.19M -6,589 -28%
BBNA
2011
Bremer Bank National Association
Minnesota
$3.37M +$121K +671 +4%
AP
2012
Adero Partners
California
$3.37M +$19.7K +109 +0.7%
GPA
2013
Guerra Pan Advisors
New Jersey
$3.36M -$331K -1,835 -10%
FCCM
2014
First City Capital Management
Georgia
$3.35M -$27.2K -151 -0.9%
EHWM
2015
Eads & Heald Wealth Management
Georgia
$3.35M -$279K -1,544 -8%
CA
2016
Cumberland Advisors
Florida
$3.34M +$79.4K +440 +3%
DA
2017
Dover Advisors
Virginia
$3.34M +$1.45M +8,024 +93%
SGC
2018
Slocum, Gordon & Co
Rhode Island
$3.33M – – –
MC
2019
Marest Capital
California
$3.33M +$24.4K +135 +0.8%
SWA
2020
SFMG Wealth Advisors
Texas
$3.31M +$237K +1,311 +9%
DA
2021
Dillon & Associates
Michigan
$3.31M +$114K +633 +4%
KM
2022
KP Management
Minnesota
$3.31M – – –
EFSCE
2023
Enterprise Financial Services Corp (EFSC)
Missouri
$3.31M -$246K -1,365 -8%
HVP
2024
Hudson Value Partners
Florida
$3.3M +$336K +1,860 +13%
FIC
2025
FCG Investment Company
Tennessee
$3.29M -$13.5K -75 -0.5%
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