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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOO
1951
Trust Company of Oklahoma
Oklahoma
$267K – – –
SCA
1952
Salient Capital Advisors
Texas
$266K -$77.2K -1,012 -25%
AIP
1953
Almanack Investment Partners
Pennsylvania
$266K +$235K +3,077 New
AIS
1954
American Investment Services
Massachusetts
$264K +$234K +3,063 New
GLA
1955
Good Life Advisors
Pennsylvania
$263K +$231K +3,030 New
I2I
1956
Insight 2811 Inc
Illinois
$262K -$152K -1,997 -40%
BJ
1957
Brouwer & Janachowski
California
$262K -$30.8K -404 -12%
AAC
1958
Asset Advisors Corp
Georgia
$262K +$137K +1,800 +146%
VIMU
1959
Veritas Investment Management (UK)
United Kingdom
$261K – – –
GAM
1960
Gemmer Asset Management
California
$260K +$6.86K +90 +3%
BII
1961
Bainco International Investors
Massachusetts
$260K +$230K +3,013 New
DMC
1962
Drexel Morgan & Co
Pennsylvania
$259K – – –
GS
1963
GAM Systematic
United Kingdom
$255K +$225K +2,954 New
JC
1964
Jacobs & Co
California
$254K +$225K +2,946 New
ST
1965
Sabal Trust
Florida
$253K -$53.4K -700 -19%
JC
1966
Jentner Corp
Ohio
$253K +$224K +2,937 New
SIG
1967
Stanford Investment Group
California
$252K +$153 +2 +0.1%
JMFC
1968
J.M. Forbes & Co
Massachusetts
$250K +$221K +2,898 New
PCM
1969
Pointe Capital Management
Michigan
$245K -$171K -2,243 -44%
SIA
1970
Starfire Investment Advisers
Michigan
$245K +$217K +2,840 New
ZIG
1971
Zuckerman Investment Group
Illinois
$244K +$216K +2,831 New
DSAM
1972
Dock Street Asset Management
Florida
$243K +$215K +2,819 New
CA
1973
Capital Advantage
California
$242K +$214K +2,807 New
TSS
1974
Thomas Story & Son
Indiana
$240K +$212K +2,782 New
EWM
1975
Empirical Wealth Management
Washington
$236K +$209K +2,737 New
77 78
79
80 81