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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1801
Waverly Advisors
Alabama
$25K -$572K -9,501 -96%
YL
1802
YCG LLC
Texas
$25K +$24.1K +400 New
UFA
1803
US Financial Advisors
Massachusetts
$21K +$20.5K +340 New
IF
1804
Ironwood Financial
Arizona
$21K +$21.3K +354 New
ACPU
1805
Arrowgrass Capital Partners (US)
Delaware
$20K -$273K -4,540 -93%
EMA
1806
Efficient Market Advisors
California
$19K – – –
SAM
1807
Solaris Asset Management
New York
$19K – – –
NHFG
1808
New Harbor Financial Group
Massachusetts
$19K +$18.1K +300 New
DA
1809
Dunvegan Associates
California
$17K – – –
PFG
1810
Piershale Financial Group
Illinois
$17K +$6.92K +115 +77%
TJHA
1811
Thomas J. Herzfeld Advisors
Florida
$11K +$10.2K +170 New
PWM
1812
ParenteBeard Wealth Management
Pennsylvania
$5.59K -$441K -7,335 -95%
BWFA
1813
Baltimore-Washington Financial Advisors
Maryland
$5K – – –
BCMIO
1814
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
OSAM
1815
O'Shaughnessy Asset Management
Connecticut
$3K – – –
MIM
1816
Macroview Investment Management
Maryland
$2K – – –
SMG
1817
Spectrum Management Group
Indiana
$1K – – –
GTP
1818
Global Thematic Partners
New York
– -$98.7M -1,637,637 Closed
IIM
1819
Ivory Investment Management
New York
– -$79.6M -1,321,223 Closed
CAM
1820
Chou Associates Management
Ontario, Canada
– -$25.4M -1,126,347 Closed
WI
1821
WBI Investments
New Jersey
– -$52.9M -878,063 Closed
CIM
1822
Contrarius Investment Management
Jersey
– -$47.4M -786,942 Closed
Balyasny Asset Management
1823
Balyasny Asset Management
Illinois
– -$28.7M -476,179 Closed
QF
1824
QVT Financial
New York
– -$19.7M -326,581 Closed
ZAM
1825
Zenit Asset Management
Sweden
– -$13.5M -222,662 Closed