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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1976
Elkhorn Partners
Nebraska
$281K – – –
HC
1977
Hourglass Capital
Texas
$281K – – –
AMG
1978
Asset Management Group
Connecticut
$281K +$1.59K +18 +0.6%
RWA
1979
RGT Wealth Advisors
Texas
$280K -$177K -2,008 -39%
CWM
1980
Cranbrook Wealth Management
Michigan
$277K -$52.9K -600 -16%
HWM
1981
Highwater Wealth Management
Colorado
$273K -$36K -408 -12%
TCOO
1982
Trust Company of Oklahoma
Oklahoma
$272K – – –
AIA
1983
AIMZ Investment Advisors
California
$272K – – –
ICM
1984
IMS Capital Management
Oregon
$272K +$44.1K +500 +19%
RT
1985
Reliance Trust
Georgia
$271K -$11.9K -135 -4%
ACP
1986
Aveo Capital Partners
Colorado
$270K -$259K -2,939 -49%
WFWM
1987
Wechter Feldman Wealth Management
New Jersey
$269K +$270K +3,060 New
I2I
1988
Insight 2811 Inc
Illinois
$267K +$265 +3 +0.1%
NG
1989
Northstar Group
New York
$266K -$26.1K -296 -9%
SCA
1990
Salient Capital Advisors
Texas
$266K -$4.85K -55 -2%
AAC
1991
Asset Advisors Corp
Georgia
$266K – – –
FI
1992
FormulaFolio Investments
Michigan
$266K +$267K +3,028 New
GAM
1993
Gemmer Asset Management
California
$265K +$265 +3 +0.1%
FHB
1994
First Hawaiian Bank
Hawaii
$265K +$266K +3,014 New
PAG
1995
Private Advisory Group
Washington
$265K +$267K +3,024 New
ORI
1996
Oak Ridge Investments
Illinois
$264K -$108K -1,227 -29%
DMC
1997
Drexel Morgan & Co
Pennsylvania
$264K – – –
TIM
1998
Total Investment Management
Arizona
$264K +$34.9K +396 +15%
BII
1999
Bainco International Investors
Massachusetts
$256K -$8.82K -100 -3%
JMFC
2000
J.M. Forbes & Co
Massachusetts
$254K – – –
78 79
80
81 82