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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
| $4.41M | -$1.22M | -46,000 | -21% |
|
| 2 |
SOAMC
2
Spirit of America Management Corp
Syosset,
New York
| $636K | – | – | – |
|
| 3 |
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $438K | -$75.7K | -2,854 | -14% |
|
| 4 |
IP
4
Intellectus Partners
San Francisco,
California
| $252K | +$258K | +9,716 | New |
|
| 5 |
ECM
5
Estabrook Capital Management
New York
| $51K | +$3.08K | +116 | +6% |
|
| 6 |
6
Ameriprise
Minneapolis,
Minnesota
| – | -$353K | -12,698 | Closed |
|
| 7 |
CPP
7
Crow Point Partners
Boston,
Massachusetts
| – | -$166K | -5,973 | Closed |
|
| 8 |
EWM
8
Edge Wealth Management
New York
| – | -$28K | -1,000 | Closed |
|