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JPM.PRB.CL
JPMorgan Chase & Co.
JPM.PRB.CL
JPM.PRB.CL
Delisted
JPM.PRB.CL was delisted on the 28th of February, 2019.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
KM
1
Kalos Management
Alpharetta,
Georgia
| $2.88M | -$6.6K | -251 | -0.9% |
|
| 2 |
KIA
2
KCM Investment Advisors
Greenbrae,
California
| $1.68M | -$29K | -1,103 | -2% |
|
| 3 |
WSFS
3
Wilmington Savings Fund Society
Wilmington,
Delaware
| $675K | – | – | – |
|
| 4 |
FBB
4
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $620K | +$210 | +8 | +0% |
|
| 5 |
CW
5
Cobiz Wealth
Denver,
Colorado
| $577K | -$13.1K | -500 | -2% |
|
| 6 |
RIG
6
Roosevelt Investment Group
New York
| $472K | -$26.3K | -1,000 | -5% |
|
| 7 |
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $334K | – | – | – |
|
| 8 |
RAM
8
Roanoke Asset Management
Jersey City,
New Jersey
| $228K | – | – | – |
|
| 9 |
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $80K | -$6.57K | -250 | -8% |
|
| 10 |
ECM
10
Estabrook Capital Management
New York
| $57.7K | – | – | – |
|
| 11 |
AAC
11
Asset Advisors Corp
Augusta,
Georgia
| $16K | – | – | – |
|
| 12 |
SIM
12
Sonora Investment Management
Tucson,
Arizona
| $4K | – | – | – |
|
| 13 |
PPA
13
Parametric Portfolio Associates
Seattle,
Washington
| – | -$294K | -11,265 | Closed |
|