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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1976
MU Investments Company
Japan
$230K -$93.8K -1,230 -31%
NPPM
1977
North Point Portfolio Managers
Ohio
$227K +$201K +2,636 New
TIM
1978
Total Investment Management
Arizona
$225K +$199K +2,604 New
ICM
1979
IMS Capital Management
Oregon
$224K +$198K +2,600 New
FMP
1980
Financial Management Professionals
Texas
$223K -$40.3K -529 -17%
PFGIA
1981
Patriot Financial Group Insurance Agency
Massachusetts
$223K +$203K +2,663 New
JGIA
1982
Jackson Grant Investment Advisers
Connecticut
$221K +$1.07K +14 +0.5%
LCM
1983
Lucas Capital Management
New Jersey
$219K +$193K +2,537 New
IP
1984
Isthmus Partners
Wisconsin
$218K +$144K +1,884 +293%
HP
1985
Hartree Partners
New York
$218K +$193K +2,530 New
VCM
1986
Vigilant Capital Management
Maine
$217K -$1.37K -18 -0.7%
ROC
1987
River Oaks Capital
Minnesota
$216K +$191K +2,500 New
SRCM
1988
Swift Run Capital Management
Virginia
$216K +$191K +2,501 New
WCM
1989
Wallace Capital Management
Texas
$213K +$188K +2,468 New
CCM
1990
Colorado Capital Management
Colorado
$213K +$189K +2,474 New
GRP
1991
Global Retirement Partners
California
$212K +$187K +2,452 New
VCP
1992
Vista Capital Partners
Oregon
$212K +$188K +2,460 New
FNBOH
1993
First National Bank of Hutchinson
Kansas
$210K +$185K +2,430 New
SIG
1994
Sky Investment Group
Connecticut
$209K -$70.8K -929 -28%
WCM
1995
Weatherstone Capital Management
Colorado
$209K +$185K +2,424 New
FCIM
1996
Fairview Capital Investment Management
California
$208K +$183K +2,405 New
FGP
1997
Foyston, Gordon, & Payne
Ontario, Canada
$207K -$55.7K -730 -23%
B
1998
Brightworth
Georgia
$206K +$182K +2,392 New
BMCM
1999
Bryn Mawr Capital Management
Pennsylvania
$204K +$180K +2,367 New
MWM
2000
Mascoma Wealth Management
New Hampshire
$204K +$180K +2,367 New
78 79
80
81 82