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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
2001
Cornell Pochily Investment Advisors
New York
$5.27M +$23.8K +80 +0.5%
VFM
2002
Vision Financial Markets
Connecticut
$5.27M +$595 +2 +0%
FPWM
2003
FSB Premier Wealth Management
Iowa
$5.27M +$309K +1,038 +7%
SC
2004
Searle & Co
Connecticut
$5.27M +$6.25K +21 +0.1%
ATWA
2005
Arbor Trust Wealth Advisors
Michigan
$5.26M -$29.7K -100 -0.6%
AFA
2006
Antonelli Financial Advisors
Michigan
$5.25M -$46.1K -155 -0.9%
MCA
2007
Magnolia Capital Advisors
Mississippi
$5.24M -$177K -596 -3%
GI
2008
GS Investments
Minnesota
$5.24M +$773K +2,598 +19%
CAIM
2009
Catherine Avery Investment Management
Florida
$5.24M +$529K +1,779 +12%
PPC
2010
Park Place Capital
Alabama
$5.24M -$114K -384 -2%
TWM
2011
Tradition Wealth Management
Minnesota
$5.21M +$271K +911 +6%
KM
2012
KP Management
Minnesota
$5.21M – – –
CBT
2013
Central Bank & Trust
Kentucky
$5.21M -$76.1K -256 -2%
SAM
2014
Sawgrass Asset Management
Florida
$5.2M +$19.6K +66 +0.4%
TCM
2015
Tandem Capital Management
New Jersey
$5.19M +$6.54K +22 +0.1%
IA
2016
Integrity Alliance
Iowa
$5.19M +$835K +2,806 +21%
FWA
2017
FSM Wealth Advisors
Ohio
$5.18M +$284K +956 +6%
ICP
2018
Interchange Capital Partners
Pennsylvania
$5.18M +$629K +2,115 +15%
CPBTD
2019
Central Pacific Bank - Trust Division
Hawaii
$5.18M -$68.4K -230 -1%
OL
2020
Optas LLC
Texas
$5.17M +$24.7K +83 +0.5%
BHBT
2021
Burke & Herbert Bank & Trust
Virginia
$5.16M -$55K -185 -1%
RFA
2022
Register Financial Advisors
Georgia
$5.15M -$39.6K -133 -0.8%
MWA
2023
Monograph Wealth Advisors
California
$5.15M +$4.86M +16,334 New
CCM
2024
Condor Capital Management
New Jersey
$5.14M -$1.19K -4 -0%
RCA
2025
Ranch Capital Advisors
Florida
$5.13M +$183K +614 +4%
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