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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
1976
Summit X LLC
Missouri
$1.16M +$47.8K +504 +4%
SFWA
1977
Summit Financial Wealth Advisors
Louisiana
$1.15M -$131K -1,380 -10%
BCA
1978
Bay Colony Advisors
Massachusetts
$1.14M +$70.7K +745 +7%
OTPPB
1979
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.14M -$147K -1,549 -11%
WPC
1980
White Pine Capital
Minnesota
$1.14M +$53K +559 +5%
BST
1981
Bath Savings Trust
Maine
$1.14M +$45.4K +479 +4%
KWA
1982
KCS Wealth Advisory
California
$1.14M +$728K +7,674 +174%
TAM
1983
Trillium Asset Management
Massachusetts
$1.14M +$192K +2,020 +20%
XS
1984
XR Securities
Illinois
$1.13M +$1.14M +12,030 New
RCA
1985
Ranch Capital Advisors
Florida
$1.13M -$141K -1,489 -12%
XSC
1986
X-Square Capital
Puerto Rico
$1.13M +$423K +4,462 +59%
WCM
1987
Washington Capital Management
Washington
$1.13M -$191K -2,015 -14%
PP
1988
Pacifica Partners
Canada
$1.13M -$16.6K -175 -1%
MIM
1989
Moseley Investment Management
Florida
$1.12M +$276K +2,907 +32%
CBFP
1990
Cedar Brook Financial Partners
Ohio
$1.12M +$34.6K +365 +3%
HR
1991
Hayden Royal
North Carolina
$1.12M +$196K +2,063 +15%
XF
1992
XML Financial
Maryland
$1.11M -$22.5K -237 -2%
AWA
1993
Acorn Wealth Advisors
Michigan
$1.11M +$35.2K +371 +3%
GFS
1994
GYL Financial Synergies
Connecticut
$1.11M -$60.9K -642 -5%
CPIA
1995
Cornell Pochily Investment Advisors
New York
$1.1M -$61.4K -647 -5%
ACM
1996
Allred Capital Management
Texas
$1.1M +$76.1K +802 +7%
BWP
1997
BSW Wealth Partners
Colorado
$1.1M +$30.1K +317 +3%
SRAM
1998
Spouting Rock Asset Management
Pennsylvania
$1.09M +$1.1M +11,590 New
CAM
1999
Cacti Asset Management
Georgia
$1.09M – – –
PWPS
2000
Pinnacle Wealth Planning Services
Ohio
$1.09M -$362K -3,816 -25%
78 79
80
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