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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
1976
Perkins Coie Trust Company
Washington
$2.3M +$857K +5,717 +57%
OIA
1977
Optimum Investment Advisors
Illinois
$2.29M +$64.5K +430 +3%
GG
1978
Gleason Group
Kentucky
$2.29M -$15.3K -102 -0.6%
IF
1979
Ironwood Financial
Arizona
$2.29M – – –
AWM
1980
Aberdeen Wealth Management
Illinois
$2.28M – – –
BIP
1981
Blueprint Investment Partners
North Carolina
$2.28M +$89.3K +596 +4%
BCM
1982
Birmingham Capital Management
Alabama
$2.28M +$576K +3,845 +32%
CA
1983
Continental Advisors
Utah
$2.27M -$150K -1,000 -6%
BB
1984
Bell Bank
North Dakota
$2.26M +$145K +968 +7%
ATFA
1985
All Terrain Financial Advisors
Minnesota
$2.25M +$74.1K +494 +3%
RZH
1986
Relyea Zuckerberg Hanson
Connecticut
$2.25M -$46.3K -309 -2%
CIC
1987
Chilton Investment Company
Connecticut
$2.25M -$136K -910 -6%
CW
1988
Channel Wealth
California
$2.25M +$360K +2,403 +18%
PMFA
1989
Plante Moran Financial Advisors
Michigan
$2.24M -$55.2K -368 -2%
PFM
1990
Phillips Financial Management
Indiana
$2.24M -$22.9K -153 -1%
WA
1991
Wealth Alliance
New York
$2.24M – – –
SWA
1992
Sutton Wealth Advisors
Florida
$2.23M +$54.1K +361 +2%
CCG
1993
Chatham Capital Group
Georgia
$2.23M +$6.3K +42 +0.3%
EWA
1994
Etesian Wealth Advisors
Oregon
$2.23M -$23.8K -159 -1%
AW
1995
Alaethes Wealth
Nevada
$2.22M -$3.45K -23 -0.1%
TA
1996
Townsend & Associates
Colorado
$2.22M -$505K -3,369 -17%
GCC
1997
Guardian Capital (Canada)
Ontario, Canada
$2.22M +$7.34K +49 +0.3%
BWM
1998
BigSur Wealth Management
Florida
$2.22M -$165K -1,100 -7%
RWS
1999
Resolute Wealth Strategies
Mississippi
$2.22M -$20.5K -137 -0.9%
FFS
2000
Founders Financial Securities
Maryland
$2.22M -$233K -1,556 -9%
78 79
80
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