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JPM.PRE.CL
JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non
JPM.PRE.CL
JPM.PRE.CL
Delisted
JPM.PRE.CL was delisted on the 30th of August, 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 |
EHC
1
Everett Harris & Co
Los Angeles,
California
| $5.6M | – | – | – |
|
| 2 |
PPA
2
Parametric Portfolio Associates
Seattle,
Washington
| $460K | +$120K | +4,664 | +36% |
|
| 3 |
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $438K | +$433K | +16,898 | New |
|
| 4 |
SOAMC
4
Spirit of America Management Corp
Syosset,
New York
| $364K | – | – | – |
|
| 5 |
5
Ameriprise
Minneapolis,
Minnesota
| $324K | – | – | – |
|
| 6 |
CPP
6
Crow Point Partners
Boston,
Massachusetts
| $200K | +$207K | +8,090 | New |
|
| 7 |
ECM
7
Estabrook Capital Management
New York
| $48K | +$12.8K | +500 | +37% |
|
| 8 |
8
Bessemer Group
Woodbridge,
New Jersey
| – | -$51K | -2,000 | Closed |
|