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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 |
SIM
1
Sonora Investment Management
Tucson,
Arizona
| $4.1M | +$527K | +20,250 | +15% |
|
| 2 |
CGH
2
Crossmark Global Holdings
Houston,
Texas
| $2.23M | – | – | – |
|
| 3 |
DLCIG
3
D.L. Carlson Investment Group
Concord,
New Hampshire
| $1.37M | -$20.8K | -800 | -1% |
|
| 4 |
RAM
4
Roanoke Asset Management
Jersey City,
New Jersey
| $1.07M | -$78K | -3,000 | -7% |
|
| 5 |
QAM
5
QCI Asset Management
Pittsford,
New York
| $283K | +$142K | +5,450 | +100% |
|
| 6 |
FC
6
Fairpointe Capital
Chicago,
Illinois
| $259K | – | – | – |
|
| 7 |
EWM
7
Edge Wealth Management
New York
| $233K | -$208K | -8,000 | -47% |
|
| 8 |
BRC
8
Bell Rock Capital
Rehoboth Beach,
Delaware
| $20K | – | – | – |
|
| 9 |
FBB
9
Fulton Breakefield Broenniman
Bethesda,
Maryland
| – | -$2.73M | -104,825 | Closed |
|