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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFBOT
1976
Home Federal Bank of Tennessee
Tennessee
$5.13M – – –
LI
1977
LRI Investments
Florida
$5.13M +$26.8K +105 +0.3%
NAG
1978
Northstar Advisory Group
New Jersey
$5.13M +$2.75M +10,778 +156%
FUBT
1979
First United Bank & Trust
Maryland
$5.13M -$55.6K -218 -1%
MPA
1980
Marvin & Palmer Associates
Delaware
$5.12M +$1.24M +4,873 +38%
BCM
1981
Brookmont Capital Management
Texas
$5.12M -$825K -3,232 -15%
ABWM
1982
Alpine Bank Wealth Management
Colorado
$5.12M -$32.4K -127 -0.7%
WA
1983
WP Advisors
California
$5.1M +$101K +395 +2%
TPW
1984
Transatlantique Private Wealth
New York
$5.1M -$314K -1,229 -7%
VIP
1985
Viewpoint Investment Partners
Alberta, Canada
$5.1M +$2.58M +10,095 +135%
WA
1986
Wealth Alliance
New York
$5.09M +$183K +719 +4%
HVP
1987
Hudson Value Partners
Florida
$5.09M +$564K +2,210 +14%
BHB
1988
Bank Hapoalim BM
Israel
$5.08M -$403K -1,581 -8%
WFAG
1989
Worth Financial Advisory Group
North Carolina
$5.07M +$18.4K +72 +0.4%
MFS
1990
Mirabella Financial Services
United Kingdom
$5.07M -$11.1M -43,397 -71%
MFS
1991
Mattson Financial Services
Michigan
$5.06M +$64.3K +252 +1%
BCM
1992
Buckhead Capital Management
Georgia
$5.05M -$3.07M -12,037 -41%
PSP
1993
Principal Street Partners
Tennessee
$5.04M +$2.62M +10,272 +144%
VBCG
1994
Valley Brook Capital Group
Pennsylvania
$5.04M +$38.8K +152 +0.9%
DA
1995
Denali Advisors
California
$5.04M -$204K -800 -4%
SFG
1996
Snider Financial Group
Washington
$5.03M -$24.2K -95 -0.5%
CIP
1997
Convergence Investment Partners
Florida
$5.03M +$322K +1,261 +8%
BWM
1998
BKM Wealth Management
Wisconsin
$5.02M +$8.93K +35 +0.2%
ODG
1999
O'Dell Group
Ohio
$5.02M -$10.5K -41 -0.2%
GPFA
2000
Game Plan Financial Advisors
Ohio
$5.02M +$134K +524 +3%
78 79
80
81 82