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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1976
Sterling Investment Counsel
New York
$3.53M +$331K +1,573 +10%
MWA
1977
Moser Wealth Advisors
Washington
$3.52M -$52.7K -250 -1%
TA
1978
Townsend & Associates
Colorado
$3.5M +$35.2K +167 +1%
SAM
1979
Sycomore Asset Management
France
$3.5M +$3.51M +16,671 New
FCCM
1980
First City Capital Management
Georgia
$3.49M +$2.32K +11 +0.1%
VRM
1981
Vectors Research Management
New York
$3.49M -$80.7K -383 -2%
DA
1982
Dillon & Associates
Michigan
$3.49M -$3.58K -17 -0.1%
KM
1983
KP Management
Minnesota
$3.48M – – –
TCPG
1984
Trivant Custom Portfolio Group
California
$3.48M -$9.27K -44 -0.3%
RIA
1985
Regal Investment Advisors
Michigan
$3.47M -$2.96M -14,067 -46%
QPWM
1986
Quadrant Private Wealth Management
Pennsylvania
$3.46M -$220K -1,045 -6%
BCA
1987
Bay Colony Advisors
Massachusetts
$3.44M +$18.7K +89 +0.5%
TWA
1988
TCI Wealth Advisors
Arizona
$3.44M +$31.8K +151 +0.9%
IFWM
1989
Institute for Wealth Management
Colorado
$3.44M -$41.9K -199 -1%
HFM
1990
Hartford Funds Management
Pennsylvania
$3.43M +$77.7K +369 +2%
CPIA
1991
Cornell Pochily Investment Advisors
New York
$3.43M +$2.95K +14 +0.1%
BBNA
1992
Bremer Bank National Association
Minnesota
$3.42M -$59.2K -281 -2%
LIM
1993
Loudon Investment Management
New Hampshire
$3.42M -$15.8K -75 -0.5%
KF
1994
KKM Financial
Illinois
$3.42M +$170K +809 +5%
FBB
1995
Fulton Breakefield Broenniman
Maryland
$3.42M +$2.01M +9,525 +142%
MC
1996
Martin & Co
Tennessee
$3.41M -$16.2K -77 -0.5%
ALAM
1997
Asahi Life Asset Management
Japan
$3.41M +$154K +733 +5%
TPWM
1998
Twelve Points Wealth Management
Massachusetts
$3.4M -$1.9K -9 -0.1%
FBT
1999
First Bankers Trust
Kentucky
$3.39M -$139K -661 -4%
CIAS
2000
CFS Investment Advisory Services
New Jersey
$3.37M -$26.3K -125 -0.8%
78 79
80
81 82