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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1976
White Pine Capital
Minnesota
$1.72M +$84.3K +754 +6%
SB
1977
Strategic Blueprint
Georgia
$1.71M +$428K +3,825 +40%
SB
1978
Sunflower Bank
Texas
$1.71M +$497K +4,449 +49%
PFGIA
1979
Patriot Financial Group Insurance Agency
Massachusetts
$1.71M +$340K +3,045 +29%
GSWM
1980
Golden State Wealth Management
California
$1.7M +$68.3K +611 +5%
BA
1981
Bluesphere Advisors
Pennsylvania
$1.7M +$1.49M +13,346 New
GFP
1982
Gryphon Financial Partners
Ohio
$1.69M -$6.48K -58 -0.4%
PFM
1983
Phillips Financial Management
Indiana
$1.69M -$108K -968 -7%
OIM
1984
Oder Investment Management
California
$1.69M +$1.49M +13,286 New
CCG
1985
Chatham Capital Group
Georgia
$1.68M -$44.7K -400 -3%
KMWM
1986
Keudell/Morrison Wealth Management
Oregon
$1.67M +$82.6K +739 +6%
CPWA
1987
Cerro Pacific Wealth Advisors
California
$1.67M +$1.47M +13,132 New
STA
1988
Summit Trail Advisors
New York
$1.66M +$1.46M +13,080 New
AC
1989
Avestar Capital
New York
$1.66M +$234K +2,090 +19%
IF
1990
Intrua Financial
Texas
$1.65M +$4.36K +39 +0.3%
ICM
1991
IMS Capital Management
Oregon
$1.65M +$20.5K +183 +1%
NO
1992
Ninety One
South Africa
$1.65M +$1.48M +13,213 New
BA
1993
Birinyi Associates
Connecticut
$1.65M -$83.8K -750 -5%
VSWA
1994
Vontobel Swiss Wealth Advisors
Switzerland
$1.65M +$23.5K +210 +2%
OAM
1995
Optimal Asset Management
California
$1.65M -$447 -4 -0%
MWM
1996
Midwest Wealth Management
Indiana
$1.65M +$1.45M +12,970 New
WCM
1997
Windsor Capital Management
Arizona
$1.65M -$56K -501 -4%
WWM
1998
Windsor Wealth Management
Indiana
$1.65M -$838K -7,499 -37%
AFC
1999
AFT Forsyth & Company
Florida
$1.65M +$100K +896 +7%
TVAMP
2000
Tennessee Valley Asset Management Partners
Tennessee
$1.65M +$717K +6,418 +98%
78 79
80
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