EWM
JPM.PRA.CL

Edge Wealth Management’s JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C JPM.PRA.CL Stock Holding History

Edge Wealth Management’s Portfolio JPM.PRA.CL Stock Details JPM.PRA.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,200
Closed -$157K – 645
2019
Q3 		$157K Hold
6,200
– – 0.04% 150
2019
Q2 		$159K Hold
6,200
– – 0.04% 157
2019
Q1 		$157K Sell
6,200
-5,600
-47% -$140K 0.04% 150
2018
Q4 		$289K Buy
+11,800
New +$289K 0.08% 112

Edge Wealth Management's JPM.PRA.CL Position: Q4 2019 in Review

Edge Wealth Management sold out of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C (JPM.PRA.CL) in Q4 2019, closing a stake of 6,200 shares — an estimated $157K sold.

Edge Wealth Management first reported a position in JPM.PRA.CL in Q4 2018 and held it in 4 quarters. The position peaked at $289K in Q4 2018. 0 funds tracked by Wall St. Rank hold JPM.PRA.CL as of Q4 2019.

  • Edge Wealth Management reported no remaining JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C position as of Q4 2019 after selling out during the quarter.
  • Edge Wealth Management sold 6,200 JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C shares in Q4 2019, an estimated $157K.
  • Edge Wealth Management first reported a position in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C in Q4 2018 and held it in 4 quarters.
  • Edge Wealth Management's JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C position peaked at $289K in Q4 2018.
  • 0 funds tracked by Wall St. Rank held JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C as of Q4 2019.

Based on Edge Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.