BMO
Beck Mack & Oliver’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Hold |
26,637
| – | – | 0.01% | 122 |
|
|
2025
Q1 | $666K | Hold |
26,637
| – | – | 0.01% | 121 |
|
|
2024
Q4 | $678K | Sell |
26,637
-4,775
| -15% | -$121K | 0.01% | 119 |
|
|
2024
Q3 | $800K | Hold |
31,412
| – | – | 0.02% | 116 |
|
|
2024
Q2 | $788K | Hold |
31,412
| – | – | 0.02% | 114 |
|
|
2024
Q1 | $791K | Hold |
31,412
| – | – | 0.02% | 115 |
|
|
2023
Q4 | $795K | Hold |
31,412
| – | – | 0.02% | 117 |
|
|
2023
Q3 | $779K | Hold |
31,412
| – | – | 0.02% | 110 |
|
|
2023
Q2 | $799K | Hold |
31,412
| – | – | 0.02% | 113 |
|
|
2023
Q1 | $791K | Hold |
31,412
| – | – | 0.02% | 113 |
|
|
2022
Q4 | $778K | Buy |
31,412
+500
| +2% | +$12.4K | 0.02% | 115 |
|
|
2022
Q3 | $772K | Sell |
30,912
-952
| -3% | -$23.8K | 0.02% | 111 |
|
|
2022
Q2 | $814K | Buy |
31,864
+1,202
| +4% | +$30.7K | 0.02% | 115 |
|
|
2022
Q1 | $807K | Hold |
30,662
| – | – | 0.02% | 123 |
|
|
2021
Q4 | $836K | Hold |
30,662
| – | – | 0.02% | 127 |
|
|
2021
Q3 | $850K | Hold |
30,662
| – | – | 0.02% | 123 |
|
|
2021
Q2 | $884K | Buy |
30,662
+2,440
| +9% | +$70.3K | 0.02% | 119 |
|
|
2021
Q1 | $776K | Buy |
28,222
+5,460
| +24% | +$150K | 0.02% | 117 |
|
|
2020
Q4 | $648K | Hold |
22,762
| – | – | 0.02% | 132 |
|
|
2020
Q3 | $625K | Hold |
22,762
| – | – | 0.02% | 128 |
|
|
2020
Q2 | $624K | Hold |
22,762
| – | – | 0.02% | 126 |
|
|
2020
Q1 | $595K | Hold |
22,762
| – | – | 0.03% | 126 |
|
|
2019
Q4 | $641K | Hold |
22,762
| – | – | 0.02% | 136 |
|
|
2019
Q3 | $641K | Buy |
22,762
+2,140
| +10% | +$60.3K | 0.02% | 132 |
|
|
2019
Q2 | $560K | Buy |
+20,622
| New | +$560K | 0.02% | 146 |
|