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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMU
1976
Caliber Wealth Management (Utah)
Utah
$2.09M +$1.39K +11 +0.1%
TAM
1977
Trillium Asset Management
Massachusetts
$2.08M +$346K +2,730 +21%
SG
1978
Stonnington Group
California
$2.08M -$1.05M -8,270 -36%
AGP
1979
Autumn Glory Partners
Texas
$2.07M +$631K +4,982 +48%
RF
1980
Rollins Financial
Georgia
$2.07M -$58K -458 -3%
BCM
1981
Birmingham Capital Management
Alabama
$2.07M +$27.9K +220 +1%
WA
1982
Waverly Advisors
Alabama
$2.07M +$120K +951 +7%
PFM
1983
Phillips Financial Management
Indiana
$2.07M +$22.7K +179 +1%
MTIC
1984
Missouri Trust & Investment Company
Missouri
$2.06M +$6.71K +53 +0.3%
AW
1985
Alaethes Wealth
Nevada
$2.06M -$733K -5,788 -27%
WWM
1986
Wolff Wiese Magana
California
$2.06M -$19.3K -152 -1%
GFP
1987
Gryphon Financial Partners
Ohio
$2.05M -$217K -1,711 -10%
IWA
1988
Icon Wealth Advisors
Texas
$2.05M -$190K -1,500 -9%
GCC
1989
Guardian Capital (Canada)
Ontario, Canada
$2.05M +$253K +2,000 +15%
KFI
1990
Key Financial Inc
Pennsylvania
$2.03M – – –
CCG
1991
Chatham Capital Group
Georgia
$2.03M -$440K -3,475 -19%
CA
1992
Continental Advisors
Utah
$2.03M – – –
3IP
1993
3Chopt Investment Partners
Virginia
$2.03M +$1.92M +15,125 New
REMPR
1994
Roof Eidam Maycock Peralta (REMP)
California
$2.02M +$1.01K +8 +0.1%
CG
1995
Carmignac Gestion
France
$2.01M +$634K +5,000 +50%
TNA
1996
True North Advisors
Texas
$2.01M +$88.6K +699 +5%
SQA
1997
Simon Quick Advisors
New Jersey
$2M +$455K +3,590 +32%
JWM
1998
Jessup Wealth Management
Ohio
$2M +$1.89M +14,934 New
CA
1999
CGN Advisors
Kansas
$2M +$647K +5,110 +52%
BLC
2000
Brown, Lisle/Cummings
Rhode Island
$2M -$164K -1,291 -8%
78 79
80
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