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JPMorgan Chase
JPM
JPM
332.99
USD
+1.57
0.47%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
333.57
+0.58
0.17%
1 day
0.47%
5 days
-0.1%
1 month
-6.12%
3 months
-0.74%
6 months
7.3%
Year to date
2.31%
1 year
8.99%
5 years
99.83%
10 years
385.13%
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 |
|
|---|---|---|---|---|---|---|
| 2001 |
TJHA
2001
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$39K | -639 | Closed |
|
| 2002 |
SCP
2002
Syntal Capital Partners
Midland,
Texas
| – | -$15K | -262 | Closed |
|
| 2003 |
HMS
2003
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$12K | -198 | Closed |
|
| 2004 |
CIM
2004
Cambria Investment Management
Manhattan Beach,
California
| – | -$11K | -179 | Closed |
|
| 2005 |
PFO
2005
Pathstone Family Office
Englewood,
New Jersey
| – | -$9K | -150 | Closed |
|
| 2006 |
BWFA
2006
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| – | -$4K | -69 | Closed |
|
| 2007 |
RWM
2007
Rezny Wealth Management
Fort Myers,
Florida
| – | -$4K | -69 | Closed |
|
| 2008 |
RCG
2008
Ruggie Capital Group
Tavares,
Florida
| – | -$4K | -58 | Closed |
|