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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1976
Gleason Group
Kentucky
$2.07M +$37.2K +252 +2%
CA
1977
Continental Advisors
Utah
$2.06M – – –
CA
1978
Continuum Advisory
Idaho
$2.06M +$754K +5,107 +13%
BEI
1979
Benjamin Edwards Inc
Missouri
$2.06M +$244K +1,650 +12%
LIA
1980
LS Investment Advisors
Michigan
$2.05M -$83K -562 -4%
LA
1981
Latitude Advisors
Florida
$2.05M +$505K +3,423 +29%
BFA
1982
Brendel Financial Advisors
New Hampshire
$2.04M -$9.15K -62 -0.4%
VCM
1983
Vivaldi Capital Management
Illinois
$2.04M -$54.3K -368 -2%
BCM
1984
Birmingham Capital Management
Alabama
$2.04M -$111K -750 -5%
LCAM
1985
London & Capital Asset Management
United Kingdom
$2.04M +$43.5K +295 +2%
LC
1986
LCNB Corp
Ohio
$2.04M +$3.69K +25 +0.2%
GFP
1987
Gryphon Financial Partners
Ohio
$2.03M -$49.6K -336 -2%
BDWCC
1988
B&D White Capital Company
Texas
$2.03M +$685K +4,640 +45%
SFG
1989
Summit Financial Group
West Virginia
$2.02M +$79.7K +540 +4%
KWA
1990
KCS Wealth Advisory
California
$2.01M -$78.4K -531 -3%
CA
1991
Corrado Advisors
New Jersey
$2.01M +$89K +603 +4%
ECM
1992
ExodusPoint Capital Management
New York
$2.01M -$10.4M -70,702 -83%
WA
1993
Wambolt & Associates
Colorado
$2M -$752K -5,096 -26%
HPCM
1994
High Pointe Capital Management
Illinois
$2M -$133K -900 -6%
HIC
1995
Hartline Investment Corp
Illinois
$2M -$10.6K -72 -0.6%
LWA
1996
Lineweaver Wealth Advisors
Ohio
$2M +$516K +3,498 +31%
TWA
1997
TCI Wealth Advisors
Arizona
$2M -$22.6K -153 -1%
MPPLM
1998
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.99M +$116K +786 +6%
NME
1999
Notis-McConarty Edward
$1.99M -$63.8K -432 -3%
WP
2000
Waycross Partners
Kentucky
$1.99M +$2.15M +14,584 New
78 79
80
81 82