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JPMorgan Chase
JPM
JPM
331.42
USD
+1.84
0.56%
At close
Updated
Oct 8, 4:00 PM EDT
Pre-market
After hours
332.00
+0.58
0.18%
1 day
0.56%
5 days
-0.77%
1 month
-6.25%
3 months
0.24%
6 months
7.61%
Year to date
1.82%
1 year
9.01%
5 years
94.7%
10 years
382.84%
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 |
|
|---|---|---|---|---|---|---|
| 2701 |
AA
2701
Advisory Alpha
Holland,
Michigan
| – | -$164K | -1,457 | Closed |
|
| 2702 |
PWM
2702
PRW Wealth Management
Quincy,
Massachusetts
| – | -$101K | -995 | Closed |
|
| 2703 |
OWA
2703
One Wealth Advisors
San Francisco,
California
| – | -$80K | -790 | Closed |
|
| 2704 |
SHIM
2704
Stone House Investment Management
Tunkhannock,
Pennsylvania
| – | -$62K | -609 | Closed |
|
| 2705 |
SAM
2705
Sycomore Asset Management
Paris,
France
| – | -$40K | -400 | Closed |
|
| 2706 |
SPL
2706
Smart Portfolios LLC
Seattle,
Washington
| – | -$39K | -385 | Closed |
|
| 2707 |
CIM
2707
Contravisory Investment Management
Norwell,
Massachusetts
| – | -$35K | -349 | Closed |
|
| 2708 |
LPC
2708
Loeb Partners Corp
New York
| – | -$30K | -300 | Closed |
|