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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 |
KIA
1
KCM Investment Advisors
Greenbrae,
California
| $1.55M | -$83.8K | -3,299 | -5% |
|
| 2 |
FBB
2
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $596K | -$4.85K | -191 | -0.8% |
|
| 3 |
CW
3
Cobiz Wealth
Denver,
Colorado
| $569K | +$10.2K | +400 | +2% |
|
| 4 |
RIG
4
Roosevelt Investment Group
New York
| $457K | – | – | – |
|
| 5 |
WSFS
5
Wilmington Savings Fund Society
Wilmington,
Delaware
| $388K | -$229K | -9,000 | -37% |
|
| 6 |
GT
6
Glenmede Trust
Philadelphia,
Pennsylvania
| $323K | – | – | – |
|
| 7 |
RAM
7
Roanoke Asset Management
Jersey City,
New Jersey
| $221K | – | – | – |
|
| 8 |
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $84K | +$5.92K | +233 | +8% |
|
| 9 |
ECM
9
Estabrook Capital Management
New York
| $55.9K | – | – | – |
|
| 10 |
IWA
10
Intercontinental Wealth Advisors
San Antonio,
Texas
| $29K | +$29.2K | +1,150 | New |
|
| 11 |
EI
11
Ellevest Inc
New York
| $15K | +$15.2K | +600 | New |
|
| 12 |
SIM
12
Sonora Investment Management
Tucson,
Arizona
| $4K | – | – | – |
|