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JPMorgan Chase
JPM.WS
JPM.WS
Delisted
JPM.WS was delisted on the 23rd of October, 2018.
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 |
|
|---|---|---|---|---|---|---|
| 51 |
51
Oppenheimer & Co
New York
| $206K | +$202K | +8,316 | New |
|
| 52 |
52
Wells Fargo
San Francisco,
California
| $186K | -$8.51K | -350 | -4% |
|
| 53 |
53
D.A. Davidson & Co
Great Falls,
Montana
| $103K | – | – | – |
|
| 54 |
54
ACR Alpine Capital Research
St. Louis,
Missouri
| $99K | – | – | – |
|
| 55 |
HCM
55
Highlander Capital Management
Short Hills,
New Jersey
| $74K | – | – | – |
|
| 56 |
56
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $68K | – | – | – |
|
| 57 |
PVH
57
Psagot Value Holdings
Tel Aviv,
Israel
| $25K | – | – | – |
|
| 58 |
FG
58
Fiduciary Group
Savannah,
Georgia
| $16K | +$15.8K | +650 | New |
|
| 59 |
PH
59
Pinnacle Holdings
Tulsa,
Oklahoma
| $4.95K | – | – | – |
|
| 60 |
WEC
60
Winslow Evans & Crocker
Boston,
Massachusetts
| $4.95K | – | – | – |
|
| 61 |
SFG
61
Sather Financial Group
Victoria,
Texas
| – | -$6.97M | -311,242 | Closed |
|
| 62 |
62
Chilton Investment Company
Stamford,
Connecticut
| – | -$2.09M | -95,000 | Closed |
|
| 63 |
63
Creative Planning
Overland Park,
Kansas
| – | -$150K | -6,800 | Closed |
|
| 64 |
64
Evercore Wealth Management
New York
| – | -$9K | -398 | Closed |
|