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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1976
RGT Wealth Advisors
Texas
$338K +$8.12K +88 +3%
LCP
1977
Legacy Capital Partners
Wisconsin
$337K – – –
DIP
1978
DT Investment Partners
Pennsylvania
$334K +$37.8K +410 +13%
SL
1979
Summitry LLC
California
$334K +$322K +3,496 New
SFS
1980
Summit Financial Strategies
Ohio
$333K -$83.7K -908 -21%
PCP
1981
Proficio Capital Partners
Massachusetts
$330K -$80.2K -870 -20%
HKIM
1982
Hayek Kallen Investment Management
Alabama
$330K -$26.3K -285 -8%
TCM
1983
Towercrest Capital Management
Pennsylvania
$329K – – –
CPA
1984
Clear Perspective Advisors
Illinois
$328K – – –
WA
1985
WP Advisors
California
$328K +$1.66K +18 +0.5%
VSWA
1986
Vontobel Swiss Wealth Advisors
Switzerland
$328K +$316K +3,432 New
RWMH
1987
Riverpoint Wealth Management Holdings
Illinois
$327K +$10.1K +110 +3%
QCMC
1988
Quantum Capital Management (California)
California
$325K +$6.36K +69 +2%
HHAM
1989
HITE Hedge Asset Management
Massachusetts
$324K – – –
SIAS
1990
Shine Investment Advisory Services
Colorado
$321K -$29.3K -318 -9%
BFM
1991
Boothbay Fund Management
New York
$319K -$21.9K -238 -7%
WI
1992
WBI Investments
New Jersey
$316K -$33.2K -360 -10%
JGIA
1993
Jackson Grant Investment Advisers
Connecticut
$316K +$1.66K +18 +0.5%
WI
1994
Wedgewood Investors
Pennsylvania
$315K – – –
NIT
1995
NumerixS Investment Technologies
British Columbia, Canada
$315K +$304K +3,300 New
SICM
1996
Sustainable Insight Capital Management
New York
$315K +$304K +3,300 New
WCM
1997
Weatherstone Capital Management
Colorado
$313K -$308K -3,343 -51%
MCM
1998
Millie Capital Management
California
$309K – – –
JC
1999
Jentner Corp
Ohio
$307K – – –
HS
2000
HighVista Strategies
Massachusetts
$306K -$55.3K -600 -16%
78 79
80
81 82