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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1926
Solaris Asset Management
New York
$20K – – –
DA
1927
Dunvegan Associates
California
$18K – – –
SHJ
1928
Sharkey, Howes & Javer
Colorado
$17K – – –
BMM
1929
Berkshire Money Management
Massachusetts
$14.2K +$14K +215 New
GP
1930
GLG Partners
United Kingdom
$13K -$5.98M -91,815 -100%
TIM
1931
Tortoise Investment Management
New York
$11K – – –
PRS
1932
Pinkerton Retirement Specialists
Idaho
$9K – – –
WCM
1933
Wealthcare Capital Management
Virginia
$8K -$47.1K -723 -86%
TCM
1934
TD Capital Management
Tennessee
$7K – – –
PIM
1935
Parasol Investment Management
Illinois
$5K -$10.8K -166 -67%
RI
1936
Redwood Investments
Massachusetts
$5K +$4.88K +75 New
IR
1937
Invictus RG
Bermuda
$5K +$5.08K +78 New
TRCT
1938
Tower Research Capital (TRC)
New York
$5K +$5.41K +83 New
NMIS
1939
Northwestern Mutual Investment Services
Wisconsin
$4K -$4.88K -75 -55%
BCMIO
1940
Beacon Capital Management Inc (Ohio)
Ohio
$4K – – –
RBC
1941
Roble Belko & Company
Pennsylvania
$4K – – –
MFT
1942
Moisand Fitzgerald Tamayo
Florida
$4K +$3.78K +58 New
CWM
1943
Cedar Wealth Management
California
$4K +$3.84K +59 New
PFG
1944
Piershale Financial Group
Illinois
$4K +$4.1K +63 New
BCI
1945
Brinker Capital Investments
Pennsylvania
$3K +$2.87K +44 New
CIM
1946
Contravisory Investment Management
Massachusetts
$2K +$2.08K +32 New
YU
1947
Yale University
Connecticut
– -$113M -3,410,000 Closed
PP
1948
Paloma Partners
Connecticut
– -$47.9M -735,730 Closed
SCM
1949
Sirios Capital Management
Massachusetts
– -$40M -614,746 Closed
Arrowstreet Capital
1950
Arrowstreet Capital
Massachusetts
– -$31.9M -522,600 Closed