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JPM.WS

JPMorgan Chase

Delisted

JPM.WS was delisted on the 23rd of October, 2018.

Name Holding Trade Value Shares
Change
Change in
Stake
WFI
26
West Family Investments
California
$1.9M
SI
27
Scharf Investments
California
$1.45M
HA
28
Harbor Advisors
Florida
$1.35M
LPL Financial
29
LPL Financial
California
$1.32M -$5.09K -100 -0.4%
SCM
30
SOL Capital Management
Maryland
$1.11M -$99.2K -1,950 -9%
WAM
31
Wolverine Asset Management
Illinois
$830K +$782K +15,371 New
WIM
32
Wittenberg Investment Management
Massachusetts
$816K
UBS Group
33
UBS Group
Switzerland
$792K -$19.3K -379 -3%
CCM
34
Cutler Capital Management
Massachusetts
$787K -$50.9K -1,000 -7%
Wells Fargo
35
Wells Fargo
California
$622K -$89.1K -1,750 -13%
RJA
36
Raymond James & Associates
Florida
$585K -$8.14K -160 -1%
WIM
37
Waverton Investment Management
United Kingdom
$501K
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$487K
Ameriprise
39
Ameriprise
Minnesota
$481K -$20.4K -400 -4%
Mariner
40
Mariner
Kansas
$480K
SBCM
41
Schwerin Boyle Capital Management
Massachusetts
$405K -$9.93M -195,053 -96%
PCM
42
Prelude Capital Management
New York
$351K +$183K +3,600 +124%
AG
43
Advisor Group
Arizona
$286K -$16.3K -320 -6%
ACM
44
Adalta Capital Management
New York
$284K -$3.46M -67,900 -93%
CWM
45
Circle Wealth Management
New Jersey
$284K
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$270K -$10.2K -200 -4%
DADC
47
D.A. Davidson & Co
Montana
$270K +$7.63K +150 +3%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$237K -$452K -8,875 -67%
OC
49
Oppenheimer & Co
New York
$234K -$19.5K -384 -8%
Creative Planning
50
Creative Planning
Kansas
$227K