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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
1976
Alliance Wealth Management Group
New Jersey
$919K -$1.3M -10,693 -51%
SIA
1977
Starfire Investment Advisers
Michigan
$916K +$243 +2 +0%
AA
1978
Auxano Advisors
Washington
$916K +$1.24M +10,172 New
RSWM
1979
Robertson Stephens Wealth Management
California
$915K +$847K +6,973 +219%
LOIM
1980
Liberty One Investment Management
Illinois
$913K +$33.5K +276 +3%
SFG
1981
Summit Financial Group
West Virginia
$912K -$2.43K -20 -0.2%
PK
1982
Pflug Koory
Nebraska
$912K +$5.47K +45 +0.4%
RG
1983
Rikoon Group
New Mexico
$911K -$32.9K -271 -3%
APW
1984
Aurora Private Wealth
New Jersey
$910K +$502K +4,134 +69%
TAM
1985
Trillium Asset Management
Massachusetts
$905K -$106K -870 -8%
AIS
1986
Accurate Investment Solutions
Pennsylvania
$901K +$1.02M +8,430 +536%
CI
1987
Clal Insurance
Israel
$900K -$2.34M -19,274 -66%
CGA
1988
Crescent Grove Advisors
Illinois
$897K +$41.9K +345 +4%
AF
1989
Aldebaran Financial
$896K +$88K +724 +8%
SWA
1990
Stratos Wealth Advisors
Ohio
$891K +$376K +3,093 +45%
EMG
1991
Ellington Management Group
Connecticut
$891K +$1.2M +9,900 New
HAIM
1992
Hunter Associates Investment Management
Pennsylvania
$885K +$200K +1,650 +20%
TEC
1993
Tiger Eye Capital
Tennessee
$883K -$11.1M -91,386 -90%
PWAP
1994
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$883K +$1.58K +13 +0.1%
PIM
1995
Profit Investment Management
Maryland
$882K – – –
HTHT
1996
Hemenway Trust Hemenway Trust
New Hampshire
$875K – – –
WCAMG
1997
Woodard & Company Asset Management Group
North Carolina
$875K +$99.9K +822 +9%
BHTS
1998
Bar Harbor Trust Services
Maine
$874K -$83.2K -685 -7%
RHAM
1999
Round Hill Asset Management
California
$873K +$398K +3,280 +51%
SWIG
2000
Strategic Wealth Investment Group
Kentucky
$872K -$122K -1,005 -9%
78 79
80
81 82