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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1976
Zuckerman Investment Group
Illinois
$329K +$20.7K +240 +7%
BFM
1977
Boothbay Fund Management
New York
$327K -$134K -1,548 -30%
HF
1978
HRT Financial
New York
$327K -$36.3K -421 -11%
MWM
1979
Modera Wealth Management
New Jersey
$322K -$22K -255 -7%
LCP
1980
Legacy Capital Partners
Wisconsin
$322K – – –
WRM
1981
Weybosset Research & Management
Rhode Island
$321K +$9.4K +109 +3%
YMRC
1982
Yorktown Management & Research Company
Virginia
$320K – – –
EWM
1983
Empirical Wealth Management
Washington
$319K +$60.1K +696 +25%
NWM
1984
Northwest Wealth Management
Iowa
$318K +$22.2K +257 +8%
CC
1985
Cedar Capital
Illinois
$317K +$19.5K +226 +7%
TCM
1986
Towercrest Capital Management
Pennsylvania
$315K – – –
KP
1987
Keel Point
Alabama
$315K +$7.25K +84 +2%
RWA
1988
RGT Wealth Advisors
Texas
$315K +$22.4K +260 +8%
CPA
1989
Clear Perspective Advisors
Illinois
$314K +$17.3K +200 +6%
WA
1990
WP Advisors
California
$312K -$37.3K -432 -11%
HHAM
1991
HITE Hedge Asset Management
Massachusetts
$310K – – –
MFW
1992
Mosaic Family Wealth
Missouri
$307K – – –
RWMH
1993
Riverpoint Wealth Management Holdings
Illinois
$306K -$15.7K -182 -5%
QCMC
1994
Quantum Capital Management (California)
California
$305K -$22.6K -262 -7%
CCA
1995
Conestoga Capital Advisors
Pennsylvania
$305K – – –
SCA
1996
Salient Capital Advisors
Texas
$304K +$25.9K +300 +10%
CFD
1997
Creative Financial Designs
Indiana
$303K -$85.5K -991 -23%
WI
1998
Wedgewood Investors
Pennsylvania
$301K – – –
JGIA
1999
Jackson Grant Investment Advisers
Connecticut
$301K +$1.03K +12 +0.4%
JSL
2000
JT Stratford LLC
Georgia
$297K -$5.44K -63 -2%
78 79
80
81 82