BWAM
Boyd Watterson Asset Management’s JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG JPM.PRJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.53K | Hold |
125
| – | – | ﹤0.01% | 373 |
|
2025
Q1 | $2.57K | Hold |
125
| – | – | ﹤0.01% | 378 |
|
2024
Q4 | $2.64K | Hold |
125
| – | – | ﹤0.01% | 382 |
|
2024
Q3 | $2.97K | Hold |
125
| – | – | ﹤0.01% | 378 |
|
2024
Q2 | $2.65K | Hold |
125
| – | – | ﹤0.01% | 385 |
|
2024
Q1 | $2.87K | Hold |
125
| – | – | ﹤0.01% | 376 |
|
2023
Q4 | $2.68K | Hold |
125
| – | – | ﹤0.01% | 368 |
|
2023
Q3 | $2.56K | Hold |
125
| – | – | ﹤0.01% | 362 |
|
2023
Q2 | $2.68K | Hold |
125
| – | – | ﹤0.01% | 366 |
|
2023
Q1 | $2.71K | Hold |
125
| – | – | ﹤0.01% | 363 |
|
2022
Q4 | $2.43K | Buy |
+125
| New | +$2.43K | ﹤0.01% | 370 |
|
2022
Q2 | – | Sell |
-9,695
| Closed | -$223K | – | 145 |
|
2022
Q1 | $223K | Hold |
9,695
| – | – | 0.08% | 146 |
|
2021
Q4 | $256K | Hold |
9,695
| – | – | 0.09% | 134 |
|
2021
Q3 | $254K | Hold |
9,695
| – | – | 0.09% | 140 |
|
2021
Q2 | $264K | Hold |
9,695
| – | – | 0.11% | 129 |
|
2021
Q1 | $257K | Buy |
+9,695
| New | +$257K | 0.11% | 126 |
|