Stock
JPMPRC
| Ownership Count: | 30 |
| Ownership Count: | 30 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Connectus Wealth, LLC | 0.36% |
No Change
|
691,232 | $17,247,000.0 |
| SONORA INVESTMENT MANAGEMENT, LLC | 1.0% |
Reduced 7.51%
|
268,115 | $7,368,000.0 |
| Crossmark Global Holdings, Inc. | 0.14% |
Added 3.03%
|
261,929 | $6,663,000.0 |
| Oxbow Advisors, LLC | 0.29% |
Added 2.13%
|
71,952 | $1,797,000.0 |
| Cascades Capital Asset Management, LLC | 0.87% |
No Change
|
62,775 | $1,596,000.0 |
| Kingfisher Capital LLC | 0.73% |
Reduced 2.51%
|
49,549 | $1,296,000.0 |
| WHALEROCK POINT PARTNERS, LLC | 0.28% |
No Change
|
46,000 | $1,170,000.0 |
| Kessler Investment Group, LLC | 1.08% |
No Change
|
45,369 | $1,308,000.0 |
| SHAPIRO CAPITAL MANAGEMENT LLC | 0.02% |
No Change
|
27,400 | $688,000.0 |
| BECK MACK & OLIVER LLC | 0.02% |
Reduced 15.20%
|
26,637 | $677,000.0 |
| Edge Wealth Management LLC | 0.07% |
No Change
|
15,000 | $409,000.0 |
| Alterity Financial Group, LLC | 0.33% |
No Change
|
11,332 | $309,000.0 |
| IAT REINSURANCE CO LTD. | 0.02% |
No Change
|
10,000 | $263,000.0 |
| UMB Bank, n.a. | 0.01% |
Added 1.94%
|
9,003 | $250,000.0 |
| Steward Partners Investment Advisory, LLC | 0.0% |
No Change
|
8,425 | $243,000.0 |