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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
1601
Regis Management Company
California
$212K – – –
MSR
1602
Main Street Research
Connecticut
$212K +$207K +3,676 New
WA
1603
WealthTrust Axiom
Pennsylvania
$210K – – –
RFA
1604
Reilly Financial Advisors
California
$209K -$100K -1,782 -33%
VC
1605
Vicus Capital
Pennsylvania
$209K +$3.88K +69 +2%
FMP
1606
Financial Management Professionals
Texas
$208K – – –
VIMU
1607
Veritas Investment Management (UK)
United Kingdom
$206K – – –
FCB
1608
First Citizens Bancorporation
South Carolina
$205K -$866K -15,410 -81%
ACM
1609
Alta Capital Management
Utah
$204K -$2.81K -50 -1%
FCH
1610
Freestone Capital Holdings
Washington
$204K +$199K +3,538 New
NPPM
1611
North Point Portfolio Managers
Ohio
$203K – – –
CL
1612
Croft-Leominster
Maryland
$201K – – –
TRCT
1613
Tower Research Capital (TRC)
New York
$199K -$1.28M -22,682 -87%
AC
1614
Alexandria Capital
Virginia
$189K -$20.2K -359 -10%
AA
1615
Apriem Advisors
California
$180K +$56 +1 +0%
PLFAM
1616
Pineno Levin & Ford Asset Management
Virginia
$178K – – –
JFA
1617
JNBA Financial Advisors
Minnesota
$176K +$7.14K +127 +4%
SGC
1618
South Georgia Capital
Illinois
$175K – – –
VIA
1619
Vantage Investment Advisors
Pennsylvania
$161K +$11.7K +208 +8%
GAM
1620
Gemmer Asset Management
California
$159K +$4.44K +79 +3%
LIM
1621
Longfellow Investment Management
Massachusetts
$156K – – –
LCM
1622
Laurion Capital Management
New York
$156K +$152K +2,700 New
HPBT
1623
High Point Bank & Trust
North Carolina
$153K – – –
SC
1624
Saturna Capital
Washington
$152K – – –
BFEC
1625
Benjamin F. Edwards & Company
Missouri
$148K -$133K -2,368 -48%
63 64
65
66 67