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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
JLBC
1976
J.L. Bainbridge & Co
Florida
$684K +$688K +6,059 New
HHGA
1977
Halbert Hargrove Global Advisors
California
$683K -$14.9K -131 -2%
Edgewood Management
1978
Edgewood Management
Connecticut
$681K
PIA
1979
Pinion Investment Advisors
Kansas
$679K +$18.7K +165 +3%
AAP
1980
Ardsley Advisory Partners
Connecticut
$677K
BI
1981
Ballast Inc
Kentucky
$676K +$217K +1,908 +47%
PIM
1982
Provident Investment Management
Michigan
$675K -$447K -3,938 -40%
VCM
1983
Vision Capital Management
Oregon
$675K
RWM
1984
Raffa Wealth Management
District of Columbia
$672K +$203K +1,785 +43%
NVIM
1985
New Vernon Investment Management
Illinois
$672K
TIM
1986
Tortoise Investment Management
New York
$670K -$11.4K -100 -2%
BBA
1987
Braun-Bostich & Associates
Pennsylvania
$668K -$4.09K -36 -0.6%
SBWM
1988
Sunflower Bank Wealth Management
Arizona
$667K -$138K -1,220 -17%
IIM
1989
Intact Investment Management
Quebec, Canada
$666K
FWP
1990
FAS Wealth Partners
Kansas
$664K +$17.7K +156 +3%
BCM
1991
Brown Capital Management
Maryland
$662K -$3.18K -28 -0.5%
DW
1992
Domani Wealth
Pennsylvania
$661K +$82.9K +730 +14%
BCA
1993
Bay Colony Advisors
Massachusetts
$658K +$53K +467 +9%
CCA
1994
Clearwater Capital Advisors
Illinois
$658K +$69.5K +612 +12%
MCA
1995
Morris Capital Advisors
Pennsylvania
$657K -$13.8K -122 -2%
FRM
1996
Fox Run Management
Connecticut
$657K +$182K +1,601 +38%
IHL
1997
Investment House LLC
California
$656K +$271K +2,390 +70%
CF
1998
Copperwynd Financial
Arizona
$655K +$9.31K +82 +1%
WC
1999
Wexford Capital
Florida
$654K -$4.81M -42,389 -88%
MLIC
2000
Mandatum Life Insurance Company
Finland
$654K