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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1976
Affinity Wealth Management
Delaware
$3.54M -$8.12K -45 -0.3%
CBFP
1977
Cedar Brook Financial Partners
Ohio
$3.53M +$3.25K +18 +0.1%
PP
1978
Pegasus Partners
Wisconsin
$3.53M +$6.86K +38 +0.2%
CCM
1979
Condor Capital Management
New Jersey
$3.53M -$71.6K -397 -2%
CAM
1980
Chesapeake Asset Management
New York
$3.52M -$167K -926 -5%
BSA
1981
Bull Street Advisors
Georgia
$3.52M -$3.07K -17 -0.1%
AMIM
1982
Aull & Monroe Investment Management
Alabama
$3.51M -$82.5K -457 -3%
VRM
1983
Vectors Research Management
New York
$3.51M -$4.89M -27,083 -61%
CA
1984
CGN Advisors
Kansas
$3.5M +$18.2K +101 +0.6%
WPC
1985
White Pine Capital
Minnesota
$3.5M +$98.5K +546 +3%
SAM
1986
Secure Asset Management
Michigan
$3.49M -$394K -2,181 -11%
QPWM
1987
Quadrant Private Wealth Management
Pennsylvania
$3.48M -$1.43M -7,921 -31%
NPP
1988
New Potomac Partners
Maryland
$3.48M -$302K -1,673 -9%
CBT
1989
Central Bank & Trust
Kentucky
$3.48M +$96.5K +535 +3%
AEPWM
1990
Atlantic Edge Private Wealth Management
Florida
$3.48M +$93.1K +516 +3%
ALAM
1991
Asahi Life Asset Management
Japan
$3.47M -$953K -5,280 -23%
3IP
1992
3Chopt Investment Partners
Virginia
$3.46M +$7.22K +40 +0.2%
FWM
1993
Forza Wealth Management
Florida
$3.45M -$45.1K -250 -1%
FPIS
1994
Financial Planning & Information Services
Wisconsin
$3.44M -$46.7K -259 -1%
WC
1995
Waterloo Capital
Texas
$3.44M +$66.2K +367 +2%
MG
1996
Mather Group
Illinois
$3.43M -$56.8K -315 -2%
MWA
1997
Moser Wealth Advisors
Washington
$3.43M -$40.6K -225 -1%
SAM
1998
Synergy Asset Management
Washington
$3.42M -$2.37M -13,141 -43%
AWE
1999
Avidian Wealth Enterprises
Texas
$3.42M +$886K +4,909 +40%
LMKC
2000
L.M. Kohn & Company
Ohio
$3.41M +$141K +779 +5%
78 79
80
81 82