We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1976
Proficio Capital Partners
Massachusetts
$330K -$80.2K -870 -20%
HKIM
1977
Hayek Kallen Investment Management
Alabama
$330K -$26.3K -285 -8%
TCM
1978
Towercrest Capital Management
Pennsylvania
$329K – – –
CPA
1979
Clear Perspective Advisors
Illinois
$328K – – –
WA
1980
WP Advisors
California
$328K +$1.66K +18 +0.5%
VSWA
1981
Vontobel Swiss Wealth Advisors
Switzerland
$328K +$316K +3,432 New
RWMH
1982
Riverpoint Wealth Management Holdings
Illinois
$327K +$10.1K +110 +3%
QCMC
1983
Quantum Capital Management (California)
California
$325K +$6.36K +69 +2%
HHAM
1984
HITE Hedge Asset Management
Massachusetts
$324K – – –
SIAS
1985
Shine Investment Advisory Services
Colorado
$321K -$29.3K -318 -9%
BFM
1986
Boothbay Fund Management
New York
$319K -$21.9K -238 -7%
WI
1987
WBI Investments
New Jersey
$316K -$33.2K -360 -10%
JGIA
1988
Jackson Grant Investment Advisers
Connecticut
$316K +$1.66K +18 +0.5%
WI
1989
Wedgewood Investors
Pennsylvania
$315K – – –
NIT
1990
NumerixS Investment Technologies
British Columbia, Canada
$315K +$304K +3,300 New
SICM
1991
Sustainable Insight Capital Management
New York
$315K +$304K +3,300 New
WCM
1992
Weatherstone Capital Management
Colorado
$313K -$308K -3,343 -51%
MCM
1993
Millie Capital Management
California
$309K – – –
JC
1994
Jentner Corp
Ohio
$307K – – –
HS
1995
HighVista Strategies
Massachusetts
$306K -$55.3K -600 -16%
EP
1996
Elkhorn Partners
Nebraska
$306K – – –
OKSA
1997
O'Keefe Stevens Advisory
New York
$306K +$296K +3,206 New
MLFP
1998
MPS Loria Financial Planners
Illinois
$305K – – –
UWPG
1999
Ullmann Wealth Partners Group
Florida
$304K -$3.6K -39 -0.8%
FSCM
2000
Front Street Capital Management
Montana
$304K +$294K +3,185 New
78 79
80
81 82