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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2176
Cidel Asset Management
Ontario, Canada
$601K -$240K -1,978 -23%
BB
2177
Bell Bank
North Dakota
$598K -$35.4K -291 -4%
AIM
2178
Arcadia Investment Management
Michigan
$597K -$12.1K -100 -1%
GIM
2179
Groesbeck Investment Management
New Jersey
$596K -$11.8K -97 -1%
BIM
2180
Beach Investment Management
Pennsylvania
$594K -$141K -1,157 -15%
VCM
2181
Vision Capital Management
Oregon
$594K – – –
WA
2182
Waverly Advisors
Alabama
$592K +$116K +957 +17%
BCP
2183
Berkeley Capital Partners
Georgia
$591K -$131K -1,076 -14%
MJRIC
2184
Mogy Joel R Investment Counsel
California
$591K – – –
SCA
2185
Strategic Capital Advisers
Colorado
$591K +$376K +3,094 +89%
MAM
2186
Morse Asset Management
Connecticut
$590K -$279K -2,300 -26%
CVM
2187
Cheviot Value Management
California
$587K -$105K -863 -12%
SIM
2188
Sadoff Investment Management
Wisconsin
$580K +$33.4K +275 +4%
MKC
2189
M. Kraus & Co
Vermont
$578K -$3.04K -25 -0.4%
PPW
2190
Pasadena Private Wealth
California
$578K +$217K +1,782 +41%
PG
2191
Pendal Group
Australia
$578K +$780K +6,417 New
NED
2192
Nancy E. Dempze
$577K -$34K -280 -4%
RW
2193
REDW Wealth
New Mexico
$575K +$22K +181 +3%
FPA
2194
First Pacific Advisors
California
$574K -$446K -3,670 -37%
LB
2195
Legacy Bridge
Iowa
$574K -$246K -2,021 -24%
PWAC
2196
Private Wealth Advisors (California)
California
$574K -$63.2K -520 -8%
WMC
2197
Westwood Management Corporation
Illinois
$573K – – –
FAM
2198
Formidable Asset Management
Ohio
$570K +$42.5K +350 +6%
AWA
2199
Arkadios Wealth Advisors
Georgia
$570K +$98.2K +808 +15%
TFF
2200
The Family Firm
Maryland
$568K +$1.34K +11 +0.2%
86 87
88
89 90