EWM
Edge Wealth Management’s JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.00% Non-Cumulative Preferred Stock, Series EE JPM.PRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,000
| Closed | -$409K | – | 278 |
|
|
2021
Q4 | $409K | Hold |
15,000
| – | – | 0.07% | 73 |
|
|
2021
Q3 | $416K | Hold |
15,000
| – | – | 0.08% | 73 |
|
|
2021
Q2 | $431K | Hold |
15,000
| – | – | 0.09% | 73 |
|
|
2021
Q1 | $412K | Hold |
15,000
| – | – | 0.09% | 73 |
|
|
2020
Q4 | $429K | Hold |
15,000
| – | – | 0.1% | 70 |
|
|
2020
Q3 | $412K | Sell |
15,000
-2,000
| -12% | -$54.9K | 0.09% | 75 |
|
|
2020
Q2 | $466K | Sell |
17,000
-2,000
| -11% | -$54.8K | 0.09% | 98 |
|
|
2020
Q1 | $498K | Buy |
19,000
+15,000
| +375% | +$393K | 0.11% | 94 |
|
|
2019
Q4 | $113K | Hold |
4,000
| – | – | 0.02% | 182 |
|
|
2019
Q3 | $112K | Hold |
4,000
| – | – | 0.03% | 173 |
|
|
2019
Q2 | $109K | Buy |
+4,000
| New | +$109K | 0.02% | 186 |
|