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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1976
Empirical Wealth Management
Washington
$640K +$29.2K +266 +5%
CAM
1977
Cozad Asset Management
Illinois
$640K +$673K +6,139 New
DAM
1978
Doheny Asset Management
California
$639K
CC
1979
Cedar Capital
Illinois
$635K +$78K +711 +13%
PWM
1980
Paulson Wealth Management
Illinois
$634K -$104K -950 -14%
AAP
1981
Arax Advisory Partners
Colorado
$631K +$124K +1,126 +23%
EF
1982
Empirical Finance
Pennsylvania
$630K -$215K -1,959 -24%
AIP
1983
Almanack Investment Partners
Pennsylvania
$630K -$9.11K -83 -1%
TIM
1984
Tortoise Investment Management
New York
$629K -$61.4K -560 -8%
Edgewood Management
1985
Edgewood Management
Connecticut
$629K -$13.2K -120 -2%
AAP
1986
Ardsley Advisory Partners
Connecticut
$626K +$329K +3,000 +100%
CAM
1987
Cidel Asset Management
Ontario, Canada
$625K +$658K +6,000 New
MIH
1988
Meitav Investment House
Israel
$623K -$37.4K -341 -7%
VCM
1989
Vision Capital Management
Oregon
$623K -$1.1K -10 -0.2%
BBA
1990
Braun-Bostich & Associates
Pennsylvania
$621K -$26.2K -239 -4%
RP
1991
Reinhart Partners
Wisconsin
$620K -$129K -1,180 -17%
NVIM
1992
New Vernon Investment Management
Illinois
$620K
MCA
1993
Morris Capital Advisors
Pennsylvania
$619K -$878 -8 -0.1%
IIM
1994
Intact Investment Management
Quebec, Canada
$615K -$54.9K -500 -8%
BCM
1995
Brown Capital Management
Maryland
$614K -$539K -4,911 -45%
VC
1996
Vicus Capital
Pennsylvania
$614K -$2.08K -19 -0.3%
GCP
1997
GSA Capital Partners
United Kingdom
$614K +$647K +5,896 New
PIA
1998
Pinion Investment Advisors
Kansas
$609K +$113K +1,034 +21%
AFNAS
1999
American Financial Network Advisory Services
California
$606K
AW
2000
Alpha Windward
Massachusetts
$605K -$23.3K -212 -4%