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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NPP
2001
New Potomac Partners
Maryland
$3.37M -$56.9K -270 -2%
OL
2002
Optas LLC
Texas
$3.37M +$878K +4,167 +35%
WA
2003
Wealth Alliance
New York
$3.37M -$67.6K -321 -2%
WFG
2004
Wills Financial Group
Virginia
$3.37M +$2.53K +12 +0.1%
EFSCE
2005
Enterprise Financial Services Corp (EFSC)
Missouri
$3.36M -$86.6K -411 -3%
PFM
2006
Phillips Financial Management
Indiana
$3.36M +$10.5K +50 +0.3%
EA
2007
Eclectic Associates
California
$3.35M +$1.69K +8 +0.1%
REMPR
2008
Roof Eidam Maycock Peralta (REMP)
California
$3.34M +$22.1K +105 +0.7%
AI
2009
Atom Investors
Texas
$3.31M -$446K -2,119 -12%
MSFS
2010
Main Street Financial Solutions
Pennsylvania
$3.31M +$40.4K +192 +1%
CPA
2011
Court Place Advisors
Maryland
$3.3M -$147K -698 -4%
PWG
2012
Portside Wealth Group
Utah
$3.3M -$324K -1,539 -9%
RHP
2013
Royal Harbor Partners
Texas
$3.28M -$47.2K -224 -1%
RAM
2014
Ramirez Asset Management
New York
$3.27M +$84.3K +400 +3%
DFA
2015
Delta Financial Advisors
Louisiana
$3.27M +$9.69K +46 +0.3%
CV
2016
Counterweight Ventures
North Carolina
$3.27M -$173K -823 -5%
MPWS
2017
McCarter Private Wealth Services
Massachusetts
$3.27M +$3.26M +15,496 New
CCG
2018
Chatham Capital Group
Georgia
$3.26M -$64.7K -307 -2%
KP
2019
Keel Point
Alabama
$3.26M +$81.1K +385 +3%
TWM
2020
TriaGen Wealth Management
California
$3.26M -$109K -517 -3%
PWAM
2021
Pinnacle West Asset Management
Wyoming
$3.26M -$26.3K -125 -0.8%
SWA
2022
SFMG Wealth Advisors
Texas
$3.26M -$26.1K -124 -0.8%
CIC
2023
Chilton Investment Company
Connecticut
$3.26M -$8.43K -40 -0.3%
HFP
2024
Holistic Financial Partners
Indiana
$3.26M +$25.5K +121 +0.8%
AWM
2025
Aberdeen Wealth Management
Illinois
$3.25M +$53.7K +255 +2%
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