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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1976
Alaethes Wealth
Nevada
$2.23M -$154K -1,121 -7%
JWM
1977
Jeppson Wealth Management
California
$2.23M -$40.7K -296 -2%
OFA
1978
Oak Family Advisors
Illinois
$2.23M +$53.9K +392 +3%
TWA
1979
TCI Wealth Advisors
Arizona
$2.23M -$93.1K -677 -4%
REMPR
1980
Roof Eidam Maycock Peralta (REMP)
California
$2.23M -$48.1K -350 -2%
RF
1981
Rollins Financial
Georgia
$2.22M -$19.1K -139 -0.9%
LIA
1982
LS Investment Advisors
Michigan
$2.22M +$55.6K +404 +3%
GCC
1983
Guardian Capital (Canada)
Ontario, Canada
$2.22M – – –
LMKC
1984
L.M. Kohn & Company
Ohio
$2.21M +$475K +3,450 +29%
ACMA
1985
Arbor Capital Management (Alaska)
Alaska
$2.21M +$3.16K +23 +0.2%
EFG
1986
Ethos Financial Group
Pennsylvania
$2.2M – – –
AR
1987
Advisory Research
Illinois
$2.2M +$370K +2,687 +22%
WWM
1988
Wolff Wiese Magana
California
$2.2M -$45.1K -328 -2%
FBT
1989
First Bank & Trust
South Dakota
$2.2M -$154K -1,117 -7%
BIP
1990
Blueprint Investment Partners
North Carolina
$2.2M -$527K -3,835 -20%
FIM
1991
Freedom Investment Management
Connecticut
$2.2M +$969K +7,043 +87%
SWA
1992
SFMG Wealth Advisors
Texas
$2.2M -$44.4K -323 -2%
HNWAG
1993
High Net Worth Advisory Group
Florida
$2.19M +$39.5K +287 +2%
ATFA
1994
All Terrain Financial Advisors
Minnesota
$2.19M +$44K +320 +2%
SWA
1995
Sutton Wealth Advisors
Florida
$2.19M +$86.9K +632 +4%
FFA
1996
Fragasso Financial Advisors
Pennsylvania
$2.18M +$50.6K +368 +3%
JWM
1997
Jessup Wealth Management
Ohio
$2.18M -$87.3K -635 -4%
GCM
1998
Glaxis Capital Management
Florida
$2.18M +$2.06M +15,000 New
T
1999
TCWP
Ohio
$2.17M -$464K -3,373 -18%
OL
2000
Owen LaRue
Kentucky
$2.16M -$315K -2,290 -13%
78 79
80
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