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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1976
Bridgewater Associates
Connecticut
– -$631K -10,342 Closed
CP
1977
Cinque Partners
California
– -$594K -9,742 Closed
I2I
1978
Insight 2811 Inc
Illinois
– -$473K -7,757 Closed
BPGAM
1979
BTG Pactual Global Asset Management
Bermuda
– -$463K -7,600 Closed
RCM
1980
Reynolds Capital Management
Nevada
– -$433K -7,100 Closed
TCB
1981
Texas Capital Bancshares
Texas
– -$419K -6,880 Closed
MF
1982
Magnetar Financial
Illinois
– -$418K -6,850 Closed
CS
1983
Comerica Securities
Michigan
– -$351K -5,762 Closed
HT
1984
HighTower Trust
Texas
– -$341K -5,600 Closed
NYLIM
1985
New York Life Investment Management
New York
– -$316K -5,184 Closed
GHA
1986
GW Henssler & Associates
Georgia
– -$299K -4,901 Closed
LWM
1987
Lenox Wealth Management
Ohio
– -$281K -4,604 Closed
RP
1988
Reinhart Partners
Wisconsin
– -$279K -4,580 Closed
PCM
1989
Pentwater Capital Management
Florida
– -$244K -4,000 Closed
PCMK
1990
Paragon Capital Management (Kansas)
Kansas
– -$205K -3,378 Closed
MBI
1991
Montrusco Bolton Investments
Quebec, Canada
– -$200K -3,280 Closed
CYG
1992
Clean Yield Group
Vermont
– -$213K -3,256 Closed
BCB
1993
Brian C. Broderick
– -$175K -2,871 Closed
DLHL
1994
Donald L. Hagan LLC
Florida
– -$152K -2,493 Closed
FMA
1995
FNY Managed Accounts
New York
– -$148K -2,429 Closed
CFSG
1996
Community Financial Services Group
Vermont
– -$132K -2,161 Closed
HCP
1997
Holt Capital Partners
Texas
– -$99K -1,620 Closed
LYV
1998
Live Your Vision
Pennsylvania
– -$76K -1,254 Closed
LFR
1999
Lehman Financial Resources
Pennsylvania
– -$73K -1,207 Closed
MJP
2000
Michael J. Puzo
– -$64K -1,055 Closed
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