Apriem Advisors’s JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) JPM.PRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2013
Q3
Sell
-17,875
Closed -$454K 532
2013
Q2
$454K Buy
+17,875
New +$458K 0.22% 73

Apriem Advisors's JPM.PRI Position: Q3 2013 in Review

Apriem Advisors sold out of JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) (JPM.PRI) in Q3 2013, closing a stake of 17,875 shares — an estimated $454K sold.

Apriem Advisors first reported a position in JPM.PRI in Q2 2013 and held it in 1 quarter. The position peaked at $454K in Q2 2013. 0 funds tracked by Wall St. Rank hold JPM.PRI as of Q3 2013.

  • Apriem Advisors reported no remaining JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) position as of Q3 2013 after selling out during the quarter.
  • Apriem Advisors sold 17,875 JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) shares in Q3 2013, an estimated $454K.
  • Apriem Advisors first reported a position in JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) in Q2 2013 and held it in 1 quarter.
  • Apriem Advisors's JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) position peaked at $454K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) as of Q3 2013.

Based on Apriem Advisors's 13F filing for Q3 2013, filed 6 Nov 2013.