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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1976
Empirical Wealth Management
Washington
$1.63M -$213K -1,852 -11%
GG
1977
Gleason Group
Kentucky
$1.63M +$31.3K +273 +2%
PH
1978
Pinnacle Holdings
Oklahoma
$1.63M +$31.9K +278 +2%
PCMN
1979
Paradigm Capital Management (Nevada)
Nevada
$1.63M +$24.6K +214 +1%
SEEDPG
1980
S.E.E.D. Planning Group
New York
$1.63M +$125K +1,089 +8%
CWMU
1981
Caliber Wealth Management (Utah)
Utah
$1.62M +$3.56K +31 +0.2%
WWM
1982
Wolff Wiese Magana
California
$1.62M +$60K +523 +3%
LCAM
1983
London & Capital Asset Management
United Kingdom
$1.62M +$32.4K +282 +2%
ATFA
1984
All Terrain Financial Advisors
Minnesota
$1.62M +$324K +2,822 +22%
SWA
1985
SFMG Wealth Advisors
Texas
$1.61M +$28.7K +250 +2%
MIP
1986
Marietta Investment Partners
Wisconsin
$1.61M -$7.23K -63 -0.5%
BMC
1987
Benin Management Corp
Connecticut
$1.6M +$74.6K +650 +4%
SWM
1988
Sculati Wealth Management
Michigan
$1.6M +$199K +1,738 +13%
LOAMS
1989
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.6M -$182K -1,586 -9%
MTIC
1990
Missouri Trust & Investment Company
Missouri
$1.6M -$9.64K -84 -0.5%
Q
1991
QVR
California
$1.6M +$379K +3,300 +28%
GAM
1992
Grandview Asset Management
Pennsylvania
$1.59M -$66.8K -582 -4%
PFM
1993
Phillips Financial Management
Indiana
$1.59M +$75.6K +659 +5%
BCM
1994
Birmingham Capital Management
Alabama
$1.59M +$16.9K +147 +1%
RCM
1995
Raleigh Capital Management
North Carolina
$1.59M +$767K +6,687 +79%
CA
1996
Continental Advisors
Utah
$1.58M – – –
BFM
1997
Boothbay Fund Management
New York
$1.58M -$3.35M -29,180 -66%
REMPR
1998
Roof Eidam Maycock Peralta (REMP)
California
$1.57M +$134K +1,172 +8%
HCCM
1999
Hudson Canyon Capital Management
New York
$1.57M – – –
PFGIA
2000
Patriot Financial Group Insurance Agency
Massachusetts
$1.57M +$507K +4,415 +42%
78 79
80
81 82