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JPM.PRD.CL
JPMorgan Chase & Co.
JPM.PRD.CL
JPM.PRD.CL
Delisted
JPM.PRD.CL was delisted on the 30th of November, 2017.
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 |
CNB
1
City National Bank
Beverly Hills,
Delaware
| $9.34M | +$9.77M | +389,185 | New |
|
| 2 |
KIA
2
KCM Investment Advisors
Greenbrae,
California
| $1.21M | +$1.27M | +50,500 | New |
|
| 3 |
WFG
3
Windsor Financial Group
Minneapolis,
Minnesota
| $1.02M | +$1.06M | +42,400 | New |
|
| 4 |
PPA
4
Parametric Portfolio Associates
Seattle,
Washington
| $945K | +$988K | +39,364 | New |
|
| 5 |
WSCM
5
Wellington Shields Capital Management
New York
| $499K | +$522K | +20,800 | New |
|
| 6 |
NRS
6
Neville Rodie & Shaw
New York
| $406K | +$424K | +16,900 | New |
|
| 7 |
CFA
7
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$56K | +2,230 | New |
|