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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1401
Spinnaker Trust
Maine
$956K -$132K -2,261 -12%
OIM
1402
Orca Investment Management
Oregon
$955K – – –
SCM
1403
Southport Capital Management
Tennessee
$952K +$33.1K +567 +4%
FPIS
1404
Financial Planning & Information Services
Wisconsin
$951K -$4.03K -69 -0.4%
JDR
1405
Jay D. Rosenbaum
$945K +$89.4K +1,530 +11%
WP
1406
WMS Partners
Maryland
$943K +$78K +1,335 +9%
NFC
1407
Northeast Financial Consultants
Connecticut
$943K +$232K +3,978 +33%
HCM
1408
HM Capital Management
Missouri
$942K -$6.6K -113 -0.7%
FCM
1409
Frontier Capital Management
Massachusetts
$936K -$122K -2,091 -12%
LDB
1410
Lee, Danner & Bass
Tennessee
$929K -$30.4K -521 -3%
BCM
1411
Billings Capital Management
Virginia
$927K -$247K -4,222 -21%
GIP
1412
Granite Investment Partners
California
$927K – – –
SBWM
1413
Sunflower Bank Wealth Management
Arizona
$926K -$10.5K -180 -1%
BEAM
1414
Baker Ellis Asset Management
Washington
$926K +$64.2K +1,100 +8%
SFSG
1415
Stearns Financial Services Group
North Carolina
$919K +$102K +1,744 +13%
PRCM
1416
Pine River Capital Management
Minnesota
$918K -$381K -6,525 -30%
AIM
1417
Acropolis Investment Management
Missouri
$917K +$69.2K +1,185 +8%
CWP
1418
Capital Wealth Planning
Florida
$915K -$806K -13,800 -47%
BDF
1419
Balasa Dinverno & Foltz
$912K -$700K -11,987 -44%
SCA
1420
Sippican Capital Advisors
Massachusetts
$909K -$54K -925 -6%
DR
1421
Davis Rea
Ontario, Canada
$909K +$1.75K +30 +0.2%
B
1422
BancorpSouth
Mississippi
$908K – – –
WIM
1423
Waverton Investment Management
United Kingdom
$906K -$53.6K -918 -6%
KS
1424
Karpas Strategies
Connecticut
$906K +$1.23K +21 +0.1%
DAM
1425
Delta Asset Management
Tennessee
$905K -$23.4K -400 -3%
55 56
57
58 59