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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
| $4.6M | – | – | – |
|
| 2 |
RIG
2
Roosevelt Investment Group
New York
| $3.84M | +$578K | +21,621 | +18% |
|
| 3 |
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $309K | -$51.6K | -1,930 | -14% |
|
| 4 |
PT
4
Plimoth Trust
Plymouth,
Massachusetts
| $307K | +$304K | +11,365 | New |
|
| 5 |
MCM
5
Maryland Capital Management
Towson,
Maryland
| $206K | +$203K | +7,600 | New |
|
| 6 |
ECM
6
Estabrook Capital Management
New York
| $50K | – | – | – |
|
| 7 |
EWM
7
Edge Wealth Management
New York
| $26K | – | – | – |
|
| 8 |
SIM
8
Sonora Investment Management
Tucson,
Arizona
| $3.44K | – | – | – |
|
| 9 |
SOAMC
9
Spirit of America Management Corp
Syosset,
New York
| – | -$655K | -24,500 | Closed |
|
| 10 |
IP
10
Intellectus Partners
San Francisco,
California
| – | -$262K | -9,806 | Closed |
|