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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
2001
Valley Brook Capital Group
Pennsylvania
$4.11M +$4.19K +18 +0.1%
SC
2002
Sawyer & Company
Massachusetts
$4.09M -$220K -945 -5%
NAS
2003
NWF Advisory Services
California
$4.08M -$538K -2,309 -12%
BSA
2004
Bull Street Advisors
Georgia
$4.08M -$20.3K -87 -0.5%
CBT
2005
Central Bank & Trust
Kentucky
$4.07M -$369K -1,586 -9%
PWA
2006
Phoenix Wealth Advisors
North Carolina
$4.07M -$105K -449 -3%
PWG
2007
Portside Wealth Group
Utah
$4.06M +$300K +1,290 +8%
MC
2008
Marest Capital
California
$4.05M +$30.7K +132 +0.8%
CFFP
2009
Center for Financial Planning
Michigan
$4.05M -$125K -536 -3%
WFG
2010
Wills Financial Group
Virginia
$4.04M +$209K +897 +6%
WAM
2011
Wakefield Asset Management
Colorado
$4.04M -$1.4M -5,993 -26%
KF
2012
KKM Financial
Illinois
$4.04M +$149K +640 +4%
CPBTD
2013
Central Pacific Bank - Trust Division
Hawaii
$4.04M -$24.2K -104 -0.6%
CPC
2014
Congress Park Capital
New York
$4.04M -$267K -1,145 -6%
AFA
2015
Antonelli Financial Advisors
Michigan
$4.03M +$3.92M +16,816 New
GPFA
2016
Game Plan Financial Advisors
Ohio
$4.03M +$2.33K +10 +0.1%
EPIME
2017
Evelyn Partners Investment Management (Europe)
$4.02M +$3.91M +16,788 New
TA
2018
Townsend & Associates
Colorado
$4.02M -$83.4K -358 -2%
VFM
2019
Vision Financial Markets
Connecticut
$4.02M +$3.91M +16,775 New
PCM
2020
Princeton Capital Management
New Jersey
$4.02M +$1.41M +6,051 +56%
MWM
2021
Marion Wealth Management
Pennsylvania
$4.01M -$5.59K -24 -0.1%
MSFS
2022
Main Street Financial Solutions
Pennsylvania
$4.01M +$248K +1,063 +7%
OHWP
2023
Oak Harbor Wealth Partners
North Carolina
$4.01M -$16.8K -72 -0.4%
JWM
2024
JPL Wealth Management
Colorado
$4M +$3.89M +16,703 New
SC
2025
Searle & Co
Connecticut
$4M -$67M -287,554 -95%
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