Atlas Capital Advisors’s JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 4.20% Non-Cumulative Preferred Stock, Series MM JPM.PRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73K | Hold |
4,075
| – | – | 0.01% | 577 |
|
|
2025
Q1 | $74.7K | Hold |
4,075
| – | – | 0.01% | 581 |
|
|
2024
Q4 | $77K | Hold |
4,075
| – | – | 0.01% | 552 |
|
|
2024
Q3 | $86.2K | Hold |
4,075
| – | – | 0.01% | 511 |
|
|
2024
Q2 | $77.8K | Hold |
4,075
| – | – | 0.01% | 534 |
|
|
2024
Q1 | $82.2K | Hold |
4,075
| – | – | 0.01% | 504 |
|
|
2023
Q4 | $77.5K | Hold |
4,075
| – | – | 0.01% | 538 |
|
|
2023
Q3 | $73.8K | Hold |
4,075
| – | – | 0.01% | 491 |
|
|
2023
Q2 | $78.6K | Hold |
4,075
| – | – | 0.01% | 512 |
|
|
2023
Q1 | $80.6K | Buy |
4,075
+400
| +11% | +$7.91K | 0.01% | 502 |
|
|
2022
Q4 | $64.1K | Hold |
3,675
| – | – | 0.01% | 505 |
|
|
2022
Q3 | $66.3K | Hold |
3,675
| – | – | 0.01% | 501 |
|
|
2022
Q2 | $68.1K | Buy |
3,675
+1,075
| +41% | +$19.9K | 0.01% | 514 |
|
|
2022
Q1 | $54.8K | Buy |
2,600
+600
| +30% | +$12.6K | 0.01% | 531 |
|
|
2021
Q4 | $51K | Buy |
+2,000
| New | +$51K | 0.01% | 532 |
|