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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2001
Dillon & Associates
Michigan
$3.34M – – –
TCPG
2002
Trivant Custom Portfolio Group
California
$3.34M -$63.9K -327 -2%
KM
2003
KP Management
Minnesota
$3.34M – – –
IFWM
2004
Institute for Wealth Management
Colorado
$3.34M +$153K +783 +5%
BBNA
2005
Bremer Bank National Association
Minnesota
$3.34M -$62.6K -320 -2%
DWM
2006
Diversify Wealth Management
Utah
$3.34M +$3.35M +17,128 New
WC
2007
Waterloo Capital
Texas
$3.34M -$130K -663 -4%
ACM
2008
AlphaStar Capital Management
North Carolina
$3.33M +$351K +1,794 +12%
DR
2009
Davis Rea
Ontario, Canada
$3.32M -$508K -2,597 -14%
CV
2010
Counterweight Ventures
North Carolina
$3.31M +$155K +794 +5%
CPA
2011
Court Place Advisors
Maryland
$3.31M +$213K +1,087 +7%
EFSCE
2012
Enterprise Financial Services Corp (EFSC)
Missouri
$3.3M -$35.6K -182 -1%
LIM
2013
Loudon Investment Management
New Hampshire
$3.3M – – –
WA
2014
Wealth Alliance
New York
$3.29M +$24.4K +125 +0.8%
CPIA
2015
Cornell Pochily Investment Advisors
New York
$3.29M +$40.1K +205 +1%
TA
2016
Townsend & Associates
Colorado
$3.29M -$79.4K -406 -3%
NPP
2017
New Potomac Partners
Maryland
$3.29M -$220K -1,127 -6%
MC
2018
Martin & Co
Tennessee
$3.29M -$27K -138 -0.8%
BCA
2019
Bay Colony Advisors
Massachusetts
$3.28M +$54.5K +279 +2%
SGI
2020
Summit Global Investments
Utah
$3.28M -$1.68M -8,587 -35%
TWA
2021
TCI Wealth Advisors
Arizona
$3.27M -$15.2K -78 -0.5%
MWM
2022
Marion Wealth Management
Pennsylvania
$3.26M +$48.9K +250 +2%
CIAS
2023
CFS Investment Advisory Services
New Jersey
$3.26M -$8.99K -46 -0.3%
TPWM
2024
Twelve Points Wealth Management
Massachusetts
$3.26M +$14.7K +75 +0.5%
EGM
2025
Engineers Gate Manager
New York
$3.25M -$352K -1,801 -10%
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