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

CCM Investment Advisers’s Portfolio JPM.PRC Stock Details JPM.PRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,000	Closed	-$201K	–	96
2025 Q4	$201K	Hold	8,000	–	–	0.02%	85
2025 Q3	$203K	Hold	8,000	–	–	0.02%	88
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	+$213K	0.02%	141

CCM Investment Advisers's JPM.PRC Position: Q1 2026 in Review

CCM Investment Advisers sold out of JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC (JPM.PRC) in Q1 2026, closing a stake of 8,000 shares — an estimated $201K sold.

CCM Investment Advisers first reported a position in JPM.PRC in Q2 2013 and held it in 12 quarters. The position peaked at $210K in Q2 2014. 0 funds tracked by Wall St. Rank hold JPM.PRC as of Q1 2026.

CCM Investment Advisers reported no remaining JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC position as of Q1 2026 after selling out during the quarter.
CCM Investment Advisers sold 8,000 JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC shares in Q1 2026, an estimated $201K.
CCM Investment Advisers first reported a position in JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC in Q2 2013 and held it in 12 quarters.
CCM Investment Advisers's JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC position peaked at $210K in Q2 2014.
0 funds tracked by Wall St. Rank held JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC as of Q1 2026.

Based on CCM Investment Advisers's 13F filing for Q1 2026, filed 20 May 2026.