We are live on
!
Find out more
JPM.PRG
JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non
JPM.PRG
JPM.PRG
Delisted
JPM.PRG was delisted on the 28th of May, 2021.
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 |
FBB
1
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $2.87M | +$12.4K | +475 | +0.4% |
|
| 2 |
CGH
2
Crossmark Global Holdings
Houston,
Texas
| $1.61M | – | – | – |
|
| 3 |
RAM
3
Roanoke Asset Management
Jersey City,
New Jersey
| $1.19M | +$52.4K | +2,000 | +5% |
|
| 4 |
SIM
4
Sonora Investment Management
Tucson,
Arizona
| $1.04M | -$164K | -6,270 | -14% |
|
| 5 |
FC
5
Fairpointe Capital
Chicago,
Illinois
| $264K | – | – | – |
|
| 6 |
BMO
6
Beck Mack & Oliver
New York
| $211K | – | – | – |
|
| 7 |
LWA
7
Lenox Wealth Advisors
New York
| $37K | +$36.7K | +1,400 | New |
|
| 8 |
BRC
8
Bell Rock Capital
Rehoboth Beach,
Delaware
| $21K | – | – | – |
|
| 9 |
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $8K | – | – | – |
|
| 10 |
HW
10
Hancock Whitney
Gulfport,
Mississippi
| – | -$264K | -10,000 | Closed |
|
| 11 |
PPA
11
Parametric Portfolio Associates
Seattle,
Washington
| – | -$261K | -9,881 | Closed |
|
| 12 |
WPW
12
Winthrop Partners - WNY
Buffalo,
New York
| – | -$11.8K | -450 | Closed |
|