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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1976
Claybrook Capital
Massachusetts
$817K +$753K +7,067 +544%
JG
1977
Jefferies Group
New York
$810K -$14.2M -132,898 -94%
MA
1978
MCF Advisors
Kentucky
$809K -$8.31K -78 -0.9%
VIA
1979
Vident Investment Advisory
Georgia
$809K +$883K +8,290 New
CGL
1980
Clarius Group LLC
Washington
$807K +$312K +2,926 +55%
MWPCG
1981
Measured Wealth Private Client Group
New Hampshire
$806K -$6.29K -59 -0.7%
PSG
1982
Planning Solutions Group
Maryland
$806K +$880K +8,262 New
CIM
1983
Confluence Investment Management
Missouri
$805K -$367K -3,449 -29%
PW
1984
Price Wealth
Texas
$803K – – –
PWAC
1985
Private Wealth Advisors (California)
California
$803K +$876K +8,225 New
LA
1986
Legacy Advisors
Pennsylvania
$796K +$91.2K +856 +12%
HBWM
1987
Hollow Brook Wealth Management
New York
$792K – – –
SCP
1988
Syntal Capital Partners
Texas
$792K +$213 +2 +0%
HFS
1989
Howard Financial Services
Texas
$792K +$864K +8,113 New
PFA
1990
Paradigm Financial Advisors
Missouri
$791K -$7.67K -72 -0.9%
SSP
1991
Sapphire Star Partners
Washington
$790K -$57.1K -536 -6%
WC
1992
Whitnell & Co
Illinois
$789K -$7.46K -70 -0.9%
DACG
1993
Donor Advised Charitable Giving
California
$786K +$858K +8,050 New
SBA
1994
Secrest Blakey & Associates
North Carolina
$782K -$21.9K -206 -3%
TF
1995
TLWM Financial
Texas
$777K +$7.03K +66 +0.9%
NERM
1996
New England Research & Management
Illinois
$777K +$848K +7,958 New
NHC
1997
Nicholas Hoffman & Company
Georgia
$774K -$69.6K -653 -8%
TMAM
1998
Tokio Marine Asset Management
Japan
$773K -$113K -1,065 -12%
B
1999
Brightworth
Georgia
$771K -$106K -996 -11%
CC
2000
Colrain Capital
Massachusetts
$771K – – –
78 79
80
81 82