BCWM
Bartlett & Co Wealth Management’s JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 5.75% Non-Cumulative Preferred Stock, Series DD JPM.PRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,310
| Closed | -$333K | – | 1177 |
|
|
2023
Q4 | $333K | Sell |
13,310
-960
| -7% | -$24K | 0.01% | 400 |
|
|
2023
Q3 | $340K | Hold |
14,270
| – | – | 0.01% | 387 |
|
|
2023
Q2 | $359K | Buy |
14,270
+1,175
| +9% | +$29.5K | 0.01% | 384 |
|
|
2023
Q1 | $326K | Hold |
13,095
| – | – | 0.01% | 333 |
|
|
2022
Q4 | $306K | Buy |
13,095
+6,304
| +93% | +$147K | 0.01% | 341 |
|
|
2022
Q3 | $168K | Buy |
6,791
+2,031
| +43% | +$50.2K | ﹤0.01% | 396 |
|
|
2022
Q2 | $119K | Hold |
4,760
| – | – | ﹤0.01% | 437 |
|
|
2022
Q1 | $122K | Buy |
+4,760
| New | +$122K | ﹤0.01% | 451 |
|