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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
2001
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.17M -$219K -721 -4%
CBT
2002
Central Bank & Trust
Kentucky
$5.15M +$419K +1,382 +9%
MUAMU
2003
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.15M -$1.82M -6,000 -26%
BCM
2004
Brookmont Capital Management
Texas
$5.14M +$204K +671 +4%
JWM
2005
Jessup Wealth Management
Ohio
$5.14M -$14.3K -47 -0.3%
ABWM
2006
Alpine Bank Wealth Management
Colorado
$5.12M -$63.4K -209 -1%
RCA
2007
Ranch Capital Advisors
Florida
$5.12M +$151K +496 +3%
KP
2008
Keel Point
Alabama
$5.12M -$736K -2,425 -12%
AWM
2009
Aries Wealth Management
Maine
$5.12M – – –
BO
2010
Bank OZK
Arkansas
$5.12M -$51K -168 -1%
TIA
2011
Tiemann Investment Advisors
California
$5.12M +$128K +421 +2%
DWP
2012
Destiny Wealth Partners
Florida
$5.11M +$4.01M +13,202 +316%
CFFP
2013
Center for Financial Planning
Michigan
$5.11M +$3.34K +11 +0.1%
GAM
2014
Grandview Asset Management
Pennsylvania
$5.1M +$245K +807 +5%
FCFC
2015
First Commonwealth Financial Corp
Pennsylvania
$5.1M -$112K -370 -2%
PWM
2016
Pines Wealth Management
North Carolina
$5.09M -$563K -1,856 -10%
SWM
2017
Sculati Wealth Management
Michigan
$5.09M -$222K -733 -4%
IP
2018
Investment Partners
Ohio
$5.08M -$7.59K -25 -0.1%
GEA
2019
Glen Eagle Advisors
New Jersey
$5.08M +$127K +419 +2%
RIA
2020
Regal Investment Advisors
Michigan
$5.08M -$49.8K -164 -0.9%
CWM
2021
Centric Wealth Management
Illinois
$5.08M +$47.6K +157 +1%
QPWM
2022
Quadrant Private Wealth Management
Pennsylvania
$5.07M +$572K +1,884 +12%
CPIA
2023
Cornell Pochily Investment Advisors
New York
$5.07M +$58K +191 +1%
GPFA
2024
Game Plan Financial Advisors
Ohio
$5.07M -$31.9K -105 -0.6%
RFA
2025
Register Financial Advisors
Georgia
$5.06M +$369K +1,215 +8%
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