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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
| $5.17M | -$3.35M | -148,662 | -38% |
|
| 2 |
WFG
2
Windsor Financial Group
Minneapolis,
Minnesota
| $1.34M | +$445K | +19,750 | +47% |
|
| 3 |
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $1.01M | +$176K | +7,795 | +20% |
|
| 4 |
KIA
4
KCM Investment Advisors
Greenbrae,
California
| $536K | -$576K | -25,572 | -51% |
|
| 5 |
RC
5
Reik & Co
New York
| $495K | +$518K | +23,000 | New |
|
| 6 |
WSCM
6
Wellington Shields Capital Management
New York
| $457K | +$10.1K | +450 | +2% |
|
| 7 |
7
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $393K | +$412K | +18,275 | New |
|
| 8 |
NRS
8
Neville Rodie & Shaw
New York
| $320K | -$45K | -2,000 | -12% |
|
| 9 |
JWM
9
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $151K | +$158K | +7,000 | New |
|
| 10 |
CFA
10
Carroll Financial Associates
Charlotte,
North Carolina
| $47K | – | – | – |
|
| 11 |
OSNBOA
11
Old Second National Bank of Aurora
Aurora,
Illinois
| $22K | +$22.5K | +1,000 | New |
|
| 12 |
12
Victory Capital Management
San Antonio,
Texas
| $1K | +$2.05K | +91 | New |
|