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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1976
Abacus FCF Advisors
Florida
$1.33M -$28.5K -222 -2%
ICM
1977
IMS Capital Management
Oregon
$1.33M +$18.3K +143 +2%
Kayne Anderson Rudnick Investment Management
1978
Kayne Anderson Rudnick Investment Management
California
$1.33M +$22.8K +178 +2%
TCWM
1979
Total Clarity Wealth Management
Illinois
$1.33M +$1.22M +9,551 New
BEC
1980
Blue Edge Capital
Virginia
$1.33M -$554K -4,322 -31%
RBFC
1981
Roman Butler Fullerton & Co
Missouri
$1.33M -$1.67K -13 -0.1%
WGA
1982
Weather Gauge Advisory
Virginia
$1.33M +$2.05K +16 +0.2%
SSG
1983
Summit Securities Group
New York
$1.32M -$1.22M -9,500 -50%
NJBEST
1984
New Jersey Better Educational Savings Trust
New Jersey
$1.32M -$705K -5,500 -37%
PFC
1985
Phocas Financial Corp
California
$1.32M -$11.8K -92 -1%
LFM
1986
Lumina Fund Management
New York
$1.32M
FNBTCON
1987
First National Bank & Trust Co of Newtown
Pennsylvania
$1.32M
ACM
1988
Allred Capital Management
Texas
$1.31M -$129K -1,008 -10%
GA
1989
Greytown Advisors
Florida
$1.31M
LWM
1990
Lionsbridge Wealth Management
Florida
$1.31M +$1.21M +9,473 New
EWM
1991
EPG Wealth Management
Georgia
$1.31M +$1.2M +9,390 New
GCA
1992
Genesee Capital Advisors
New York
$1.3M +$30K +234 +3%
FFSOTS
1993
Fiduciary Financial Services of The Southwest
Texas
$1.3M +$66.7K +520 +6%
RPSA
1994
Richard P. Slaughter Associates
Texas
$1.3M +$1.2M +9,325 New
AWE
1995
Avidian Wealth Enterprises
Texas
$1.3M +$272K +2,119 +29%
PV
1996
Private Vista
Illinois
$1.29M -$257 -2 -0%
GLI
1997
Guardian Life Insurance
New York
$1.29M -$15.5K -121 -1%
AF
1998
Aldebaran Financial
$1.29M -$143K -1,116 -11%
IF
1999
IRON Financial
Illinois
$1.29M +$202K +1,572 +21%
RCM
2000
Requisite Capital Management
Texas
$1.28M +$96.7K +754 +9%