Bessemer Group’s JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non JPM.PRE.CL Stock Holding History

Bessemer Group’s Portfolio JPM.PRE.CL Stock Details JPM.PRE.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-2,000	Closed	-$51K	–	1625
2014 Q4	$51K	Buy	+2,000	New	+$50.5K	﹤0.01%	938

Other funds holding JPM.PRE.CL

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CPP

Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

ECM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Bessemer Group's JPM.PRE.CL Position: Q1 2015 in Review

Bessemer Group sold out of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non (JPM.PRE.CL) in Q1 2015, closing a stake of 2,000 shares — an estimated $51K sold.

Bessemer Group first reported a position in JPM.PRE.CL in Q4 2014 and held it in 1 quarter. The position peaked at $51K in Q4 2014. 7 funds tracked by Wall St. Rank hold JPM.PRE.CL as of Q1 2015.

Bessemer Group reported no remaining JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position as of Q1 2015 after selling out during the quarter.
Bessemer Group sold 2,000 JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non shares in Q1 2015, an estimated $51K.
Bessemer Group first reported a position in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in Q4 2014 and held it in 1 quarter.
Bessemer Group's JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position peaked at $51K in Q4 2014.
7 funds tracked by Wall St. Rank held JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non as of Q1 2015.

Based on Bessemer Group's 13F filing for Q1 2015, filed 14 May 2015.