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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1376
Investment Partners
Ohio
$1.06M +$6.4K +98 +0.6%
MWP
1377
MYCIO Wealth Partners
Pennsylvania
$1.06M -$2.55K -39 -0.2%
DAM
1378
Delta Asset Management
Tennessee
$1.06M +$15K +230 +1%
TAM
1379
Trillium Asset Management
Massachusetts
$1.05M -$325K -4,978 -24%
AIM
1380
Aspen Investment Management
Michigan
$1.03M -$9.79K -150 -1%
KS
1381
Karpas Strategies
Connecticut
$1.03M +$1.04K +16 +0.1%
LDB
1382
Lee, Danner & Bass
Tennessee
$1.03M +$5.68K +87 +0.6%
EWM
1383
Evermay Wealth Management
Virginia
$1.03M -$17.3K -265 -2%
JCM
1384
Janney Capital Management
Pennsylvania
$1.02M +$13.4K +205 +1%
CFMC
1385
Curbstone Financial Management Corp
New Hampshire
$1.01M -$33K -505 -3%
MMPW
1386
Mitchell McLeod Pugh & Williams
Alabama
$1.01M +$41.8K +640 +4%
EHC
1387
Everett Harris & Co
California
$998K +$37.7K +578 +4%
CCM
1388
CrestPoint Capital Management
Missouri
$996K +$13.1K +200 +1%
GIM
1389
Greylin Investment Management
Virginia
$996K +$60.7K +930 +7%
MCM
1390
Manchester Capital Management
Vermont
$993K -$17.6K -270 -2%
FC
1391
Forte Capital
New York
$985K -$30.8K -472 -3%
RIG
1392
Roosevelt Investment Group
New York
$984K -$17.6K -270 -2%
JDR
1393
Jay D. Rosenbaum
$978K – – –
PMFA
1394
Plante Moran Financial Advisors
Michigan
$969K +$46K +705 +5%
BC
1395
Banced Corp
Illinois
$967K +$30.5K +467 +3%
LP
1396
LMR Partners
United Kingdom
$967K +$931K +14,260 New
GJCM
1397
Grand Jean Capital Management
California
$960K +$514K +7,875 +125%
IR
1398
IAT Reinsurance
New York
$959K – – –
AWS
1399
Aris Wealth Services
Pennsylvania
$956K +$59.9K +918 +7%
NPIT
1400
National Penn Investors Trust
Pennsylvania
$954K -$151K -2,320 -14%
54 55
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