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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBU
901
CIBC Bank USA
Illinois
$4.12M -$616K -11,238 -14%
SIG
902
Schooner Investment Group
Pennsylvania
$4.08M +$329K +6,000 +9%
CLG
903
Cooperman Leon G
$4.06M +$1.18M +21,500 +45%
CI
904
Constellation Investments
Ohio
$4.04M +$268K +4,900 +8%
FAAS
905
First Allied Advisory Services
California
$4.03M -$1.55M -28,366 -29%
HIM
906
Hermes Investment Management
United Kingdom
$4M -$110K -2,000 -3%
MA
907
Montag & Associates
Georgia
$3.98M +$51.5K +940 +1%
RMDI
908
R.M. Davis Inc
Maine
$3.98M -$875K -15,965 -19%
PAIM
909
Punch & Associates Investment Management
Minnesota
$3.97M -$57.9K -1,056 -2%
SSWM
910
Smith Salley Wealth Management
North Carolina
$3.96M +$21.5K +393 +0.6%
FSC
911
Fiduciary Services Corp
Georgia
$3.95M -$49.1K -896 -1%
JAM
912
Jolley Asset Management
North Carolina
$3.93M +$40.8K +744 +1%
FCT
913
Family Capital Trust
Massachusetts
$3.92M +$729K +13,300 +25%
BOC
914
Barbara Oil Co
Illinois
$3.92M +$3.67M +67,000 New
CFA
915
Capstone Financial Advisors
Illinois
$3.89M +$3.65M +66,539 New
GCM
916
Garland Capital Management
Washington
$3.87M +$59.2K +1,080 +2%
NIS
917
National Investment Services
Wisconsin
$3.86M – – –
BO
918
BRR OpCo
Ohio
$3.86M -$211K -3,848 -6%
MMG
919
Monetary Management Group
Missouri
$3.86M +$23.3K +425 +0.6%
WTIM
920
Wilmington Trust Investment Management
Delaware
$3.86M -$223K -4,066 -6%
AC
921
Alley Company
Illinois
$3.84M +$2.03K +37 +0.1%
TCA
922
Teewinot Capital Advisers
New York
$3.84M +$3.6M +65,650 New
MCMT
923
Moon Capital Management (Tennessee)
Tennessee
$3.81M -$125K -2,283 -3%
MWVC
924
Morgens Waterfall Vintiadis & Co
New York
$3.8M +$3.56M +65,000 New
LWCFA
925
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.8M +$258K +4,711 +8%
35 36
37
38 39