CCM Investment Advisers’s JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC JPM.PRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$203K Hold
2025
Q2
$202K Hold
2025
Q1
$200K Buy
2015
Q2
Sell
2015
Q1
$205K Hold
2014
Q4
$205K Hold
2014
Q3
$207K Hold
2014
Q2
$210K Hold
2014
Q1
$207K Hold
2013
Q4
$205K Hold
2013
Q3
$205K Hold
2013
Q2
$205K Buy