BMO
JPM.PRB.CL

Beck Mack & Oliver’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History

Beck Mack & Oliver’s Portfolio JPM.PRB.CL Stock Details JPM.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-8,400
Closed -$213K – 383
2014
Q1 		$213K Buy
+8,400
New +$210K 0.01% 329

Other funds holding JPM.PRB.CL

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Beck Mack & Oliver's JPM.PRB.CL Position: Q2 2014 in Review

Beck Mack & Oliver sold out of JPMorgan Chase & Co. (JPM.PRB.CL) in Q2 2014, closing a stake of 8,400 shares — an estimated $213K sold.

Beck Mack & Oliver first reported a position in JPM.PRB.CL in Q1 2014 and held it in 1 quarter. The position peaked at $213K in Q1 2014. 11 funds tracked by Wall St. Rank hold JPM.PRB.CL as of Q2 2014.

  • Beck Mack & Oliver reported no remaining JPMorgan Chase & Co. position as of Q2 2014 after selling out during the quarter.
  • Beck Mack & Oliver sold 8,400 JPMorgan Chase & Co. shares in Q2 2014, an estimated $213K.
  • Beck Mack & Oliver first reported a position in JPMorgan Chase & Co. in Q1 2014 and held it in 1 quarter.
  • Beck Mack & Oliver's JPMorgan Chase & Co. position peaked at $213K in Q1 2014.
  • 11 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q2 2014.

Based on Beck Mack & Oliver's 13F filing for Q2 2014, filed 31 Jul 2014.