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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1976
Armbruster Capital Management
New York
$918K – – –
EAM
1977
Evanson Asset Management
California
$915K +$7.92K +70 +0.9%
TCB
1978
Texas Capital Bancshares
Texas
$914K – – –
BCM
1979
Breiter Capital Management
Florida
$910K -$45.8K -405 -5%
WA
1980
Wealth Architects
California
$908K -$14.1K -125 -2%
HHGA
1981
Halbert Hargrove Global Advisors
California
$908K +$191K +1,693 +28%
CWM
1982
Cordatus Wealth Management
Pennsylvania
$907K +$154K +1,359 +21%
CC
1983
Colrain Capital
Massachusetts
$906K – – –
BS
1984
Bessemer Securities
New York
$904K – – –
LB
1985
Legacy Bridge
Iowa
$903K -$17.3K -153 -2%
HAIM
1986
Hunter Associates Investment Management
Pennsylvania
$902K -$26.6K -235 -3%
PCM
1987
Perritt Capital Management
Illinois
$901K – – –
IF
1988
IRON Financial
Illinois
$901K +$15.9K +141 +2%
AF
1989
Allworth Financial
California
$900K -$52.6K -465 -6%
CFG
1990
Cooper Financial Group
California
$898K +$32.2K +285 +4%
CG
1991
Cynosure Group
Utah
$897K -$305K -2,697 -26%
HH
1992
HWG Holdings
Texas
$894K +$187K +1,649 +28%
GPA
1993
Garrison Point Advisors
California
$893K -$15.3K -135 -2%
BCP
1994
Berkeley Capital Partners
Georgia
$887K -$293K -2,587 -26%
IIC
1995
Ironwood Investment Counsel
Arizona
$887K -$14.3K -126 -2%
SCM
1996
Sterneck Capital Management
Missouri
$885K -$38.5K -340 -4%
EWF
1997
Epstein & White Financial
California
$884K +$258K +2,283 +44%
MHP
1998
Manatuck Hill Partners
Connecticut
$883K +$849K +7,505 New
OAM
1999
Occidental Asset Management
California
$880K +$138K +1,217 +19%
PFS
2000
Physicians Financial Services
North Carolina
$877K -$5.66K -50 -0.7%
78 79
80
81 82