SWM
JMP

Sugarloaf Wealth Management’s JMP Group LLC JMP Stock Holding History

Sugarloaf 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
2020
Q3 		– Sell
-427
Closed -$1K – 743
2020
Q2 		$1K Buy
+427
New +$1.12K ﹤0.01% 662

Other funds holding JMP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

Sugarloaf Wealth Management's JMP Position: Q3 2020 in Review

Sugarloaf Wealth Management sold out of JMP Group LLC (JMP) in Q3 2020, closing a stake of 427 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in JMP in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 20 funds tracked by Wall St. Rank hold JMP as of Q3 2020.

  • Sugarloaf Wealth Management reported no remaining JMP Group LLC position as of Q3 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 427 JMP Group LLC shares in Q3 2020, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in JMP Group LLC in Q2 2020 and held it in 1 quarter.
  • Sugarloaf Wealth Management's JMP Group LLC position peaked at $1K in Q2 2020.
  • 20 funds tracked by Wall St. Rank held JMP Group LLC as of Q3 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.