Creative Planning
JMP

Creative Planning’s JMP Group LLC JMP Stock Holding History

Creative Planning’s Portfolio JMP Stock Details JMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,000
Closed -$5K – 4080
2017
Q2 		$5K Buy
+1,000
New +$5.58K ﹤0.01% 4029
2015
Q1 		– Sell
-1,600
Closed -$12K – 4472
2014
Q4 		$12K Buy
+1,600
New +$11.5K ﹤0.01% 3034

Other funds holding JMP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Creative Planning's JMP Position: Q3 2017 in Review

Creative Planning sold out of JMP Group LLC (JMP) in Q3 2017, closing a stake of 1,000 shares — an estimated $5K sold.

Creative Planning first reported a position in JMP in Q4 2014 and held it in 2 quarters. The position peaked at $12K in Q4 2014. 22 funds tracked by Wall St. Rank hold JMP as of Q3 2017.

  • Creative Planning reported no remaining JMP Group LLC position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,000 JMP Group LLC shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in JMP Group LLC in Q4 2014 and held it in 2 quarters.
  • Creative Planning's JMP Group LLC position peaked at $12K in Q4 2014.
  • 22 funds tracked by Wall St. Rank held JMP Group LLC as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.