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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1301
Ballentine Partners
Massachusetts
$941K -$16.4K -292 -2%
FPIS
1302
Financial Planning & Information Services
Wisconsin
$937K -$4.05K -72 -0.4%
CCA
1303
Checchi Capital Advisers
California
$930K +$227K +4,046 +33%
WC
1304
Wexford Capital
Florida
$919K -$3.69M -65,651 -80%
OC
1305
Oarsman Capital
Wisconsin
$918K +$21.7K +386 +2%
RMAM
1306
Raab & Moskowitz Asset Management
New Jersey
$913K +$72.5K +1,290 +9%
CHJWM
1307
Carlton Hofferkamp & Jenks Wealth Management
Texas
$906K -$3.37K -60 -0.4%
ACA
1308
Anchor Capital Advisors
Massachusetts
$894K -$16.4K -291 -2%
WEC
1309
Winslow Evans & Crocker
Massachusetts
$892K +$13K +231 +2%
ACM
1310
Argonaut Capital Management
New York
$887K – – –
WC
1311
Whitnell & Co
Illinois
$885K -$28.9K -514 -3%
AI
1312
Atria Investments
North Carolina
$875K -$32.5K -578 -4%
KS
1313
Karpas Strategies
Connecticut
$874K +$956 +17 +0.1%
GC
1314
Grimes & Company
Massachusetts
$874K +$120K +2,136 +16%
EM
1315
Excalibur Management
Massachusetts
$871K +$325K +5,775 +62%
TCM
1316
Telos Capital Management
California
$870K +$60K +1,067 +8%
GIM
1317
Greylin Investment Management
Virginia
$867K +$4.78K +85 +0.6%
SAMC
1318
Shinko Asset Management Company
Japan
$865K -$11.2K -200 -1%
GAM
1319
Griffin Asset Management
New York
$853K +$15.6K +278 +2%
RMCM
1320
Reynders McVeigh Capital Management
Massachusetts
$847K +$130K +2,321 +19%
AEPG
1321
American Economic Planning Group
New Jersey
$847K +$826K +14,699 New
IWC
1322
Integrated Wealth Counsel
California
$844K -$82.9K -1,475 -9%
DAM
1323
Delta Asset Management
Tennessee
$837K -$28.1K -500 -3%
CASB
1324
Cape Ann Savings Bank
Massachusetts
$834K -$13.2K -235 -2%
CFMC
1325
Curbstone Financial Management Corp
New Hampshire
$822K -$2.81K -50 -0.3%
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