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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1976
Shapiro Capital Management
Georgia
$848K -$845K -8,200 -49%
PP
1977
PDS Planning
Ohio
$848K -$191K -1,853 -18%
WDL
1978
Well Done LLC
Michigan
$840K -$7.52K -73 -0.9%
MA
1979
MCF Advisors
Kentucky
$840K +$412 +4 +0%
PI
1980
PFS Investments
Georgia
$840K +$855K +8,301 New
PSG
1981
Planning Solutions Group
Maryland
$836K +$206 +2 +0%
PW
1982
Price Wealth
Texas
$833K – – –
ACM
1983
Armbruster Capital Management
New York
$825K -$96.4K -936 -10%
HBWM
1984
Hollow Brook Wealth Management
New York
$822K – – –
CWG
1985
Cornerstone Wealth Group
North Carolina
$822K +$837K +8,121 New
JA
1986
JOYN Advisors
Georgia
$821K -$223K -2,162 -21%
BWP
1987
BSW Wealth Partners
Colorado
$818K +$25.2K +245 +3%
NERM
1988
New England Research & Management
Illinois
$816K +$10.3K +100 +1%
EAM
1989
Evanson Asset Management
California
$814K +$35.4K +344 +4%
AF
1990
Allworth Financial
California
$811K +$121K +1,178 +17%
EF
1991
Empirical Finance
Pennsylvania
$810K +$188K +1,825 +30%
VF
1992
Vilas Fund
Illinois
$810K +$824K +8,000 New
QI
1993
Qtron Investments
Massachusetts
$809K -$249K -2,419 -23%
PWAC
1994
Private Wealth Advisors (California)
California
$809K -$24.4K -237 -3%
DI
1995
DFPG Investments
Utah
$801K -$31.4K -305 -4%
CAM
1996
ClariVest Asset Management
California
$800K -$187K -1,813 -19%
RWM
1997
Ritholtz Wealth Management
New York
$800K -$145K -1,407 -15%
HAIM
1998
Hunter Associates Investment Management
Pennsylvania
$799K +$48K +466 +6%
ED
1999
Exane Derivatives
France
$798K +$673K +6,535 +484%
HR
2000
Hardy Reed
Mississippi
$797K +$98.3K +954 +14%
78 79
80
81 82