EWM
JPM.PRC

Edge Wealth Management’s JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC JPM.PRC Stock Holding History

Edge Wealth Management’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
2014
Q2 		– Sell
-17,525
Closed -$449K – 451
2014
Q1 		$449K Buy
+17,525
New +$453K 0.19% 62

Other funds holding JPM.PRC

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
BWAM
Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
CCM Investment Advisers Columbia, South Carolina $1.04B AUM 40.82% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $455M AUM 26.87% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return

Edge Wealth Management's JPM.PRC Position: Q2 2014 in Review

Edge Wealth Management sold out of JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC (JPM.PRC) in Q2 2014, closing a stake of 17,525 shares — an estimated $449K sold.

Edge Wealth Management first reported a position in JPM.PRC in Q1 2014 and held it in 1 quarter. The position peaked at $449K in Q1 2014. 14 funds tracked by Wall St. Rank hold JPM.PRC as of Q2 2014.

  • Edge Wealth Management reported no remaining JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC position as of Q2 2014 after selling out during the quarter.
  • Edge Wealth Management sold 17,525 JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC shares in Q2 2014, an estimated $449K.
  • Edge Wealth Management first reported a position in JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC in Q1 2014 and held it in 1 quarter.
  • Edge Wealth Management's JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC position peaked at $449K in Q1 2014.
  • 14 funds tracked by Wall St. Rank held JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC as of Q2 2014.

Based on Edge Wealth Management's 13F filing for Q2 2014, filed 11 Jul 2014.