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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCFD
1976
Boit C.F. David
$2.43M – – –
LNWTC
1977
Laird Norton Wetherby Trust Company
Washington
$2.43M +$376K +2,292 +18%
KWA
1978
KCS Wealth Advisory
California
$2.42M -$53K -323 -2%
QI
1979
Qtron Investments
Massachusetts
$2.42M – – –
FCCM
1980
First City Capital Management
Georgia
$2.42M +$57K +347 +2%
OHWP
1981
Oak Harbor Wealth Partners
North Carolina
$2.42M +$2.51M +15,277 New
MCA
1982
MSH Capital Advisors
Arizona
$2.42M +$2.51M +15,271 New
HH
1983
HWG Holdings
Texas
$2.42M +$2.51M +15,262 New
GFP
1984
Gryphon Financial Partners
Ohio
$2.41M +$318K +1,935 +15%
TC
1985
Titleist Capital
Texas
$2.41M +$2.5M +15,212 New
PIG
1986
Pantheon Investment Group
California
$2.4M +$8.38K +51 +0.3%
CA
1987
Continental Advisors
Utah
$2.4M -$246K -1,500 -9%
IF
1988
Intrua Financial
Texas
$2.39M -$199K -1,210 -7%
WWM
1989
Windsor Wealth Management
Indiana
$2.39M +$70.5K +429 +3%
MCCP
1990
Mission Creek Capital Partners
California
$2.39M +$161K +982 +7%
BFA
1991
Brendel Financial Advisors
New Hampshire
$2.39M +$13K +79 +0.5%
NME
1992
Notis-McConarty Edward
$2.38M -$3.28K -20 -0.1%
MAM
1993
Mastrapasqua Asset Management
Tennessee
$2.38M +$330K +2,010 +15%
WA
1994
Wealth Alliance
New York
$2.38M -$9.03K -55 -0.4%
TP
1995
Tranquility Partners
Tennessee
$2.37M -$126K -767 -5%
MWM
1996
Midwest Wealth Management
Indiana
$2.37M +$103K +626 +4%
WCM
1997
Washington Capital Management
Washington
$2.37M -$246K -1,495 -9%
WCM
1998
Weik Capital Management
Pennsylvania
$2.37M -$2.46K -15 -0.1%
LC
1999
LCNB Corp
Ohio
$2.36M +$131K +795 +6%
GG
2000
Gleason Group
Kentucky
$2.36M +$14.3K +87 +0.6%
78 79
80
81 82