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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1976
L2 Asset Management
Massachusetts
$5.32M -$1.39M -4,575 -20%
EWM
1977
Evermay Wealth Management
Virginia
$5.3M -$99.2K -327 -2%
NWM
1978
Northcape Wealth Management
New York
$5.3M -$68.3K -225 -1%
KCM
1979
Kathmere Capital Management
Pennsylvania
$5.29M +$1.7M +5,616 +45%
OAM
1980
Oak Asset Management
California
$5.29M +$33.7K +111 +0.6%
HDIM
1981
Hanson & Doremus Investment Management
Vermont
$5.29M +$847K +2,792 +18%
SHFG
1982
S Harris Financial Group
Texas
$5.28M -$14K -46 -0.3%
RBA
1983
Richard Bernstein Advisors
New York
$5.28M -$690K -2,272 -11%
LCM
1984
Leisure Capital Management
California
$5.27M -$167K -549 -3%
LOIM
1985
Liberty One Investment Management
Illinois
$5.27M +$1.2M +3,967 +28%
TP
1986
Tranquility Partners
Tennessee
$5.26M -$4.86K -16 -0.1%
PWG
1987
Portside Wealth Group
Utah
$5.26M +$68.9K +227 +1%
MCA
1988
Magnolia Capital Advisors
Mississippi
$5.25M +$319K +1,050 +6%
AIM
1989
Advyzon Investment Management
Illinois
$5.24M +$652K +2,147 +14%
HBT
1990
Heartland Bank & Trust
Illinois
$5.23M +$1.51M +4,962 +39%
DA
1991
Denali Advisors
California
$5.23M +$152K +500 +3%
WC
1992
Westerkirk Capital
$5.22M +$3.62M +11,920 +204%
OL
1993
Optas LLC
Texas
$5.22M +$140K +461 +3%
WFA
1994
Wellspring Financial Advisors
Ohio
$5.22M +$430K +1,416 +9%
ARC
1995
Advisor Resource Council
Texas
$5.21M -$267K -879 -5%
IFPG
1996
Intrepid Financial Planning Group
Indiana
$5.21M -$1.36M -4,488 -20%
DACS
1997
Dymon Asia Capital (Singapore)
Singapore
$5.2M +$5.37M +17,689 New
SFG
1998
Snider Financial Group
Washington
$5.2M -$6.68K -22 -0.1%
YDMI
1999
Y.D. More Investments
Israel
$5.19M +$2.95M +9,711 +122%
3IP
2000
3Chopt Investment Partners
Virginia
$5.18M -$74K -244 -1%
78 79
80
81 82