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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
1976
Cheviot Value Management
California
$666K +$34K +300 +5%
AW
1977
Alpha Windward
Massachusetts
$662K +$5.55K +49 +0.8%
AF
1978
Aldebaran Financial
$660K +$340 +3 +0%
VCM
1979
Vision Capital Management
Oregon
$659K +$678K +5,991 New
TI
1980
Trexquant Investment
Connecticut
$658K +$678K +5,984 New
BAM
1981
Bruderman Asset Management
New York
$656K +$453 +4 +0.1%
NVIM
1982
New Vernon Investment Management
Illinois
$655K – – –
MCA
1983
Morris Capital Advisors
Pennsylvania
$654K +$7.36K +65 +1%
VC
1984
Vicus Capital
Pennsylvania
$650K -$6.23K -55 -0.9%
PGA
1985
Premia Global Advisors
Florida
$650K – – –
MSS
1986
Mitchell Sinkler & Starr
Pennsylvania
$650K +$393K +3,468 +142%
CP
1987
Castleview Partners
Texas
$650K +$669K +5,911 New
EWM
1988
Empirical Wealth Management
Washington
$646K +$138K +1,223 +26%
PIM
1989
Provident Investment Management
Michigan
$645K – – –
BST
1990
Bath Savings Trust
Maine
$643K +$448K +3,961 +210%
CMTU
1991
Capital Markets Trading (UK)
United Kingdom
$642K +$661K +5,834 New
AFNAS
1992
American Financial Network Advisory Services
California
$640K -$835K -7,376 -100%
MLIC
1993
Mandatum Life Insurance Company
Finland
$638K – – –
MWM
1994
Merriman Wealth Management
Washington
$631K +$54.5K +481 +9%
BFM
1995
Boothbay Fund Management
New York
$631K +$389K +3,439 +150%
FWP
1996
FAS Wealth Partners
Kansas
$629K +$60.5K +534 +10%
AAM
1997
Ascension Asset Management
New York
$621K – – –
SQA
1998
Simon Quick Advisors
New Jersey
$618K -$19K -168 -3%
MCM
1999
MV Capital Management
Maryland
$618K -$9.62K -85 -1%
BB
2000
Bell Bank
North Dakota
$618K -$2.04K -18 -0.3%
78 79
80
81 82