SKK
JMP

Shepherd Kaplan Krochuk’s JMP Group LLC JMP Stock Holding History

Shepherd Kaplan Krochuk’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
2020
Q4 		– Sell
-10,800
Closed -$27K – 204
2020
Q3 		$27K Sell
10,800
-5,200
-33% -$13.5K 0.01% 175
2020
Q2 		$44K Hold
16,000
– – 0.02% 174
2020
Q1 		$38K Buy
+16,000
New +$47.8K 0.06% 125
2015
Q1 		– Sell
-20,196
Closed -$154K – 473
2014
Q4 		$154K Buy
+20,196
New +$145K 0.02% 384

Other funds holding JMP

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FSA
Fort Sheridan Advisors Highland Park, Illinois $828M AUM 26.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

Shepherd Kaplan Krochuk's JMP Position: Q4 2020 in Review

Shepherd Kaplan Krochuk sold out of JMP Group LLC (JMP) in Q4 2020, closing a stake of 10,800 shares — an estimated $27K sold.

Shepherd Kaplan Krochuk first reported a position in JMP in Q4 2014 and held it in 4 quarters. The position peaked at $154K in Q4 2014. 22 funds tracked by Wall St. Rank hold JMP as of Q4 2020.

  • Shepherd Kaplan Krochuk reported no remaining JMP Group LLC position as of Q4 2020 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 10,800 JMP Group LLC shares in Q4 2020, an estimated $27K.
  • Shepherd Kaplan Krochuk first reported a position in JMP Group LLC in Q4 2014 and held it in 4 quarters.
  • Shepherd Kaplan Krochuk's JMP Group LLC position peaked at $154K in Q4 2014.
  • 22 funds tracked by Wall St. Rank held JMP Group LLC as of Q4 2020.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2020, filed 12 Feb 2021.