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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GPFA
1976
Game Plan Financial Advisors
Ohio
$2.91M +$2.59M +17,093 New
FBT
1977
First Bankers Trust
Kentucky
$2.9M -$37.4K -247 -1%
PMFA
1978
Plante Moran Financial Advisors
Michigan
$2.9M +$246K +1,624 +11%
BHA
1979
Beech Hill Advisors
New York
$2.9M -$579K -3,818 -18%
MTIC
1980
Missouri Trust & Investment Company
Missouri
$2.89M +$69.6K +459 +3%
OC
1981
Opinicus Capital
Florida
$2.88M +$2.57M +16,956 New
CC
1982
Centiva Capital
New York
$2.88M -$3.07M -20,267 -54%
EA
1983
Eclectic Associates
California
$2.88M -$166K -1,094 -6%
FCCM
1984
First City Capital Management
Georgia
$2.87M -$17.4K -115 -0.7%
LFM
1985
LGT Fund Management
Liechtenstein
$2.87M +$905K +5,970 +55%
AEPWM
1986
Atlantic Edge Private Wealth Management
Florida
$2.86M +$2.55M +16,842 New
CBT
1987
Central Bank & Trust
Kentucky
$2.86M +$786K +5,184 +45%
RHP
1988
Royal Harbor Partners
Texas
$2.86M +$80.6K +532 +3%
WC
1989
Waterloo Capital
Texas
$2.86M +$881K +5,815 +53%
GGA
1990
Granite Group Advisors
Connecticut
$2.85M +$2.29M +15,143 New
BCFD
1991
Boit C.F. David
$2.85M +$378K +2,492 +18%
AP
1992
Adero Partners
California
$2.84M +$60.9K +402 +2%
SGC
1993
Slocum, Gordon & Co
Rhode Island
$2.83M – – –
LAIC
1994
Lederer & Associates Investment Counsel
California
$2.83M -$30.6K -202 -1%
MC
1995
Martin & Co
Tennessee
$2.83M -$87.6K -578 -3%
MGIU
1996
M&G Investments (USA)
Illinois
$2.82M +$2.52M +16,612 New
VFA
1997
Voya Financial Advisors
Connecticut
$2.81M +$21.8K +144 +0.9%
KM
1998
KP Management
Minnesota
$2.81M +$2.5M +16,527 New
FIC
1999
FCG Investment Company
Tennessee
$2.81M +$2.5M +16,507 New
MC
2000
Marest Capital
California
$2.8M +$2.5M +16,483 New
78 79
80
81 82