CIA
JPM.PRC
CCM Investment Advisers’s JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC JPM.PRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Hold |
8,000
| – | – | 0.02% | 68 |
|
|
2025
Q1 | $200K | Buy |
+8,000
| New | +$200K | 0.02% | 68 |
|
|
2015
Q2 | – | Sell |
-8,100
| Closed | -$205K | – | 131 |
|
|
2015
Q1 | $205K | Hold |
8,100
| – | – | 0.02% | 123 |
|
|
2014
Q4 | $205K | Hold |
8,100
| – | – | 0.02% | 115 |
|
|
2014
Q3 | $207K | Hold |
8,100
| – | – | 0.02% | 117 |
|
|
2014
Q2 | $210K | Hold |
8,100
| – | – | 0.02% | 116 |
|
|
2014
Q1 | $207K | Hold |
8,100
| – | – | 0.02% | 121 |
|
|
2013
Q4 | $205K | Hold |
8,100
| – | – | 0.02% | 121 |
|
|
2013
Q3 | $205K | Hold |
8,100
| – | – | 0.02% | 143 |
|
|
2013
Q2 | $205K | Buy |
+8,100
| New | +$205K | 0.02% | 141 |
|