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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
2001
MeadowBrook Investment Advisors
Michigan
$5.01M -$63K -247 -1%
AWM
2002
Aries Wealth Management
Maine
$5M -$308K -1,206 -7%
AG
2003
Algert Global
California
$5M -$166K -650 -4%
MCA
2004
Magnolia Capital Advisors
Mississippi
$4.99M -$149K -584 -3%
HDIM
2005
Hanson & Doremus Investment Management
Vermont
$4.98M -$1.1M -4,292 -20%
AWM
2006
Aprio Wealth Management
Georgia
$4.97M +$157K +616 +4%
PWG
2007
Portside Wealth Group
Utah
$4.97M +$121K +474 +3%
KNW
2008
Kesler Norman & Wride
Utah
$4.97M +$91.1K +357 +2%
IWA
2009
Invera Wealth Advisors
Oregon
$4.95M -$51.8K -203 -1%
CFFP
2010
Center for Financial Planning
Michigan
$4.93M -$62K -243 -1%
PPC
2011
Park Place Capital
Alabama
$4.93M +$524K +2,053 +14%
TC
2012
Tairen Capital
Hong Kong
$4.93M -$10.7M -41,995 -71%
CTC
2013
Cetera Trust Company
Minnesota
$4.93M -$31.1K -122 -0.7%
CFS
2014
Commonwealth Financial Services
West Virginia
$4.92M +$21.2K +83 +0.5%
HFM
2015
Hartford Funds Management
Pennsylvania
$4.91M -$89.3K -350 -2%
CWM
2016
Crowley Wealth Management
Delaware
$4.91M -$159K -625 -4%
GEA
2017
Glen Eagle Advisors
New Jersey
$4.9M -$178K -699 -4%
BCM
2018
Boltwood Capital Management
California
$4.9M +$122K +478 +3%
MCM
2019
Manchester Capital Management
Vermont
$4.9M -$143K -559 -3%
WFG
2020
Wills Financial Group
Virginia
$4.9M +$15.3K +60 +0.4%
AIIMS
2021
Analyst IMS Investment Management Services
Israel
$4.89M +$114K +447 +3%
MM
2022
Morangie Management
Florida
$4.89M +$961K +3,764 +29%
BSA
2023
Bull Street Advisors
Georgia
$4.88M -$30.6K -120 -0.7%
SC
2024
Sawyer & Company
Massachusetts
$4.87M -$182K -713 -5%
AFA
2025
Antonelli Financial Advisors
Michigan
$4.87M -$5.61K -22 -0.1%
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