PGWM
JMP

Parisi Gray Wealth Management’s JMP Group LLC JMP Stock Holding History

Parisi Gray Wealth Management’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
2019
Q1 		– Sell
-10,000
Closed -$41K – 588
2018
Q4 		$41K Hold
10,000
– – 0.03% 231
2018
Q3 		$53K Hold
10,000
– – 0.03% 215
2018
Q2 		$54K Hold
10,000
– – 0.04% 220
2018
Q1 		$50K Hold
10,000
– – 0.04% 217
2017
Q4 		$55K Buy
+10,000
New +$54.9K 0.04% 211

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSA
Fort Sheridan Advisors Highland Park, Illinois $828M AUM 26.67% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Parisi Gray Wealth Management's JMP Position: Q1 2019 in Review

Parisi Gray Wealth Management sold out of JMP Group LLC (JMP) in Q1 2019, closing a stake of 10,000 shares — an estimated $41K sold.

Parisi Gray Wealth Management first reported a position in JMP in Q4 2017 and held it in 5 quarters. The position peaked at $55K in Q4 2017. 26 funds tracked by Wall St. Rank hold JMP as of Q1 2019.

  • Parisi Gray Wealth Management reported no remaining JMP Group LLC position as of Q1 2019 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 10,000 JMP Group LLC shares in Q1 2019, an estimated $41K.
  • Parisi Gray Wealth Management first reported a position in JMP Group LLC in Q4 2017 and held it in 5 quarters.
  • Parisi Gray Wealth Management's JMP Group LLC position peaked at $55K in Q4 2017.
  • 26 funds tracked by Wall St. Rank held JMP Group LLC as of Q1 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.