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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
1976
Newman Dignan & Sheerar Inc
Rhode Island
$5.9M -$76.1K -245 -1%
HBT
1977
Heartland Bank & Trust
Illinois
$5.9M +$72K +232 +1%
OL
1978
Optas LLC
Texas
$5.9M +$80.7K +260 +1%
RE
1979
Rydar Equities
Texas
$5.89M +$231K +745 +5%
QWM
1980
Quadcap Wealth Management
Texas
$5.89M +$256K +823 +5%
SHFG
1981
S Harris Financial Group
Texas
$5.89M +$8.07K +26 +0.1%
DA
1982
Denali Advisors
California
$5.88M +$62.1K +200 +1%
LCM
1983
Leisure Capital Management
California
$5.87M +$7.76K +25 +0.1%
OAM
1984
Oak Asset Management
California
$5.87M -$20.2K -65 -0.4%
MCA
1985
Magnolia Capital Advisors
Mississippi
$5.85M +$11.8K +38 +0.2%
HDIM
1986
Hanson & Doremus Investment Management
Vermont
$5.84M -$40.7K -131 -0.7%
CNC
1987
Citizens & Northern Corp
Pennsylvania
$5.83M -$744K -2,395 -12%
HW
1988
Hedeker Wealth
Illinois
$5.82M -$160K -514 -3%
WC
1989
Westerkirk Capital
$5.81M – – –
TNA
1990
True North Advisors
Texas
$5.79M -$514K -1,655 -9%
SWA
1991
SFMG Wealth Advisors
Texas
$5.79M -$243K -781 -4%
MIM
1992
Marshall Investment Management
Colorado
$5.78M +$397K +1,277 +8%
KFI
1993
Key Financial Inc
Pennsylvania
$5.78M -$1.36M -4,391 -20%
FFS
1994
Flavin Financial Services
Florida
$5.78M +$645K +2,077 +13%
IFPG
1995
Intrepid Financial Planning Group
Indiana
$5.78M -$16.8K -54 -0.3%
OMC
1996
Overbrook Management Corp
New York
$5.77M +$554K +1,784 +11%
NWM
1997
Northcape Wealth Management
New York
$5.77M -$122K -393 -2%
RFA
1998
Register Financial Advisors
Georgia
$5.76M +$122K +393 +2%
GPFA
1999
Game Plan Financial Advisors
Ohio
$5.75M +$109K +352 +2%
FI
2000
Firetrail Investments
Australia
$5.75M -$155K -500 -3%
78 79
80
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