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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1976
Pinnacle Advisory Group
Maryland
$612K +$202K +1,999 +54%
LCM
1977
Laurion Capital Management
New York
$610K -$2.91M -28,741 -83%
MCM
1978
MV Capital Management
Maryland
$610K +$137K +1,354 +31%
AAM
1979
Ascension Asset Management
New York
$604K +$572K +5,648 New
MCIA
1980
Mountain Capital Investment Advisors
Colorado
$603K -$1.62K -16 -0.3%
BB
1981
Bell Bank
North Dakota
$602K -$9.31K -92 -2%
MWP
1982
Moller Wealth Partners
$599K – – –
SE
1983
Summit Equities
New Jersey
$598K – – –
FWM
1984
Focused Wealth Management
New York
$595K -$51.8K -512 -8%
BHA
1985
Beech Hill Advisors
New York
$595K – – –
HA
1986
Hamel Associates
New Jersey
$594K -$78.5K -775 -12%
CCP
1987
Clarkston Capital Partners
Michigan
$594K -$25.3K -250 -4%
WAG
1988
Winthrop Advisory Group
Massachusetts
$594K +$546K +5,394 New
MAM
1989
Morse Asset Management
Connecticut
$582K +$101K +1,000 +22%
MCM
1990
Mitchell Capital Management
Kansas
$580K +$254K +2,512 +86%
PAM
1991
PVG Asset Management
Colorado
$579K -$658K -6,500 -55%
LI
1992
LVZ Inc
Michigan
$578K +$45K +444 +9%
RFA
1993
Reilly Financial Advisors
California
$577K +$1.82K +18 +0.3%
OLA
1994
Oliver Luxxe Assets
New Jersey
$576K -$227K -2,245 -29%
SAM
1995
Seelaus Asset Management
New Jersey
$576K +$546K +5,390 New
ACM
1996
Alethea Capital Management
Washington
$572K – – –
REMPR
1997
Roof Eidam Maycock Peralta (REMP)
California
$572K – – –
PAA
1998
Peregrine Asset Advisers
Oregon
$568K +$10.1K +100 +2%
ODCM
1999
Old Dominion Capital Management
Virginia
$568K +$27.2K +269 +5%
CCMW
2000
Cypress Capital Management (Wyoming)
Wyoming
$562K -$35.4K -350 -6%
78 79
80
81 82