BCWM
Bartlett & Co Wealth Management’s JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.00% Non-Cumulative Preferred Stock, Series EE JPM.PRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,340
| Closed | -$59.2K | – | 1176 |
|
|
2023
Q4 | $59.2K | Sell |
2,340
-730
| -24% | -$18.5K | ﹤0.01% | 669 |
|
|
2023
Q3 | $76.3K | Hold |
3,070
| – | – | ﹤0.01% | 579 |
|
|
2023
Q2 | $78K | Hold |
3,070
| – | – | ﹤0.01% | 581 |
|
|
2023
Q1 | $77.4K | Hold |
3,070
| – | – | ﹤0.01% | 500 |
|
|
2022
Q4 | $76K | Buy |
+3,070
| New | +$76K | ﹤0.01% | 509 |
|