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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 |
RIG
1
Roosevelt Investment Group
New York
| $3.28M | -$161K | -6,190 | -5% |
|
| 2 |
EHC
2
Everett Harris & Co
Los Angeles,
California
| $1.68M | -$2.08M | -80,000 | -55% |
|
| 3 |
PT
3
Plimoth Trust
Plymouth,
Massachusetts
| $280K | -$5.21K | -200 | -2% |
|
| 4 |
MCM
4
Maryland Capital Management
Towson,
Maryland
| $252K | +$30.6K | +1,175 | +14% |
|
| 5 |
ECM
5
Estabrook Capital Management
New York
| $47.7K | – | – | – |
|
| 6 |
EWM
6
Edge Wealth Management
New York
| $26K | – | – | – |
|
| 7 |
SIM
7
Sonora Investment Management
Tucson,
Arizona
| $3K | – | – | – |
|