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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1976
AIMZ Investment Advisors
California
$272K – – –
ICM
1977
IMS Capital Management
Oregon
$272K +$44.1K +500 +19%
RT
1978
Reliance Trust
Georgia
$271K -$11.9K -135 -4%
ACP
1979
Aveo Capital Partners
Colorado
$270K -$259K -2,939 -49%
WFWM
1980
Wechter Feldman Wealth Management
New Jersey
$269K +$270K +3,060 New
I2I
1981
Insight 2811 Inc
Illinois
$267K +$265 +3 +0.1%
NG
1982
Northstar Group
New York
$266K -$26.1K -296 -9%
SCA
1983
Salient Capital Advisors
Texas
$266K -$4.85K -55 -2%
AAC
1984
Asset Advisors Corp
Georgia
$266K – – –
FI
1985
FormulaFolio Investments
Michigan
$266K +$267K +3,028 New
GAM
1986
Gemmer Asset Management
California
$265K +$265 +3 +0.1%
FHB
1987
First Hawaiian Bank
Hawaii
$265K +$266K +3,014 New
PAG
1988
Private Advisory Group
Washington
$265K +$267K +3,024 New
ORI
1989
Oak Ridge Investments
Illinois
$264K -$108K -1,227 -29%
DMC
1990
Drexel Morgan & Co
Pennsylvania
$264K – – –
TIM
1991
Total Investment Management
Arizona
$264K +$34.9K +396 +15%
BII
1992
Bainco International Investors
Massachusetts
$256K -$8.82K -100 -3%
JMFC
1993
J.M. Forbes & Co
Massachusetts
$254K – – –
MHIC
1994
Marble Harbor Investment Counsel
Massachusetts
$252K +$253K +2,871 New
WCM
1995
Weatherstone Capital Management
Colorado
$251K +$38.3K +434 +18%
NPPM
1996
North Point Portfolio Managers
Ohio
$249K +$17.6K +200 +8%
DSAM
1997
Dock Street Asset Management
Florida
$248K – – –
GS
1998
Girard Securities
California
$247K -$33.4K -379 -12%
CIA
1999
Cascade Investment Advisors
Oregon
$247K -$74.6K -846 -23%
EWM
2000
Empirical Wealth Management
Washington
$245K +$4.59K +52 +2%
78 79
80
81 82