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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TEC
1976
Tiger Eye Capital
Tennessee
$2.13M -$29.7M -188,999 -93%
MPPLM
1977
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.13M +$315K +2,008 +17%
BCM
1978
Brooktree Capital Management
Michigan
$2.12M -$23.6K -150 -1%
CIM
1979
CIM Investment Management
Pennsylvania
$2.12M -$11.5K -73 -0.5%
CBT
1980
CoreFirst Bank & Trust
Kansas
$2.12M -$80.6K -513 -4%
SFO
1981
Standard Family Office
South Dakota
$2.12M +$87.2K +555 +4%
STA
1982
Summit Trail Advisors
New York
$2.11M -$24.7K -157 -1%
KLWA
1983
Kelly Lawrence W & Associates
California
$2.11M -$11.8K -75 -0.6%
LC
1984
LCNB Corp
Ohio
$2.1M – – –
JWM
1985
Jeppson Wealth Management
California
$2.1M -$19.6K -125 -0.9%
WWM
1986
Windsor Wealth Management
Indiana
$2.09M -$114K -724 -5%
TWI
1987
Thomas White International
Illinois
$2.09M – – –
VWM
1988
Venturi Wealth Management
Texas
$2.09M +$16.8K +107 +0.8%
SB
1989
Sunflower Bank
Texas
$2.08M +$44.3K +282 +2%
LAM
1990
L2 Asset Management
Massachusetts
$2.08M -$338K -2,149 -14%
AWC
1991
Abundance Wealth Counselors
Pennsylvania
$2.08M +$93K +592 +5%
SW
1992
StrongBox Wealth
Missouri
$2.08M +$471 +3 +0%
LA
1993
LexAurum Advisors
Kansas
$2.07M +$100K +637 +5%
AFS
1994
Aft Forsyth & Sober
Florida
$2.06M – – –
SWM
1995
Sculati Wealth Management
Michigan
$2.06M +$80.3K +511 +4%
TP
1996
Tranquility Partners
Tennessee
$2.06M -$124K -790 -6%
LWMM
1997
Legacy Wealth Management (Mississippi)
Mississippi
$2.06M +$24.3K +155 +1%
CCG
1998
Chatham Capital Group
Georgia
$2.04M – – –
LCM
1999
Legato Capital Management
California
$2.04M +$2.06M +13,110 New
TFA
2000
Trinity Financial Advisors
Ohio
$2.03M -$2.07M -13,167 -50%
78 79
80
81 82