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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2001
44 Wealth Management
Oregon
$5.67M -$49.5K -160 -0.9%
BO
2002
Bank OZK
Arkansas
$5.66M -$351K -1,134 -6%
CIAS
2003
CFS Investment Advisory Services
New Jersey
$5.65M +$327K +1,055 +6%
JWM
2004
Jessup Wealth Management
Ohio
$5.64M +$491K +1,586 +10%
LA
2005
Legacy Advisors
Pennsylvania
$5.64M +$488K +1,575 +10%
CIP
2006
Convergence Investment Partners
Florida
$5.63M +$490K +1,583 +10%
BCA
2007
Bay Colony Advisors
Massachusetts
$5.62M +$60.7K +196 +1%
RIA
2008
Regal Investment Advisors
Michigan
$5.61M +$733K +2,367 +16%
QWM
2009
Quadcap Wealth Management
Texas
$5.61M -$72.1K -233 -1%
AWM
2010
Aries Wealth Management
Maine
$5.61M -$50.8K -164 -0.9%
BBES
2011
Buffalo Business & Estate Services
New York
$5.61M +$5.39M +17,396 New
OIS
2012
Okabena Investment Services
Minnesota
$5.59M -$118K -382 -2%
CRWM
2013
Castle Rock Wealth Management
California
$5.59M +$52K +168 +0.9%
FI
2014
Firetrail Investments
Australia
$5.59M -$2.01M -6,506 -27%
CFFP
2015
Center for Financial Planning
Michigan
$5.59M +$22.6K +73 +0.4%
FUBT
2016
First United Bank & Trust
Maryland
$5.59M -$48.6K -157 -0.9%
GPFA
2017
Game Plan Financial Advisors
Ohio
$5.58M -$34.7K -112 -0.6%
FBC
2018
Fairfield, Bush & Co
Connecticut
$5.58M -$338K -1,093 -6%
IP
2019
Investment Partners
Ohio
$5.58M -$187K -605 -3%
OL
2020
Optas LLC
Texas
$5.57M +$277K +894 +5%
DA
2021
Denali Advisors
California
$5.56M +$31K +100 +0.6%
WAG
2022
Winthrop Advisory Group
Massachusetts
$5.56M -$521K -1,684 -9%
HFBOT
2023
Home Federal Bank of Tennessee
Tennessee
$5.55M -$100K -324 -2%
BFO
2024
Biltmore Family Office
North Carolina
$5.55M +$538K +1,738 +11%
LI
2025
LRI Investments
Florida
$5.53M +$44.6K +144 +0.4%
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