EWM
JPM.PRE.CL

Edge Wealth Management’s JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non JPM.PRE.CL Stock Holding History

Edge Wealth Management’s Portfolio JPM.PRE.CL Stock Details JPM.PRE.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,000
Closed -$26K – 656
2019
Q2 		$26K Hold
1,000
– – 0.01% 318
2019
Q1 		$26K Hold
1,000
– – 0.01% 303
2018
Q4 		$25K Hold
1,000
– – 0.01% 308
2018
Q3 		$26K Hold
1,000
– – 0.01% 338
2018
Q2 		$26K Hold
1,000
– – 0.01% 329
2018
Q1 		$26K Hold
1,000
– – 0.01% 288
2017
Q4 		$26K Hold
1,000
– – 0.01% 290
2017
Q3 		$27K Hold
1,000
– – 0.01% 282
2017
Q2 		$27K Buy
+1,000
New +$27.2K 0.01% 276
2016
Q4 		– Sell
-1,000
Closed -$28K – 542
2016
Q3 		$28K Buy
+1,000
New +$27.5K 0.01% 238

Edge Wealth Management's JPM.PRE.CL Position: Q3 2019 in Review

Edge Wealth Management sold out of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non (JPM.PRE.CL) in Q3 2019, closing a stake of 1,000 shares — an estimated $26K sold.

Edge Wealth Management first reported a position in JPM.PRE.CL in Q3 2016 and held it in 10 quarters. The position peaked at $28K in Q3 2016. 0 funds tracked by Wall St. Rank hold JPM.PRE.CL as of Q3 2019.

  • Edge Wealth Management reported no remaining JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position as of Q3 2019 after selling out during the quarter.
  • Edge Wealth Management sold 1,000 JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non shares in Q3 2019, an estimated $26K.
  • Edge Wealth Management first reported a position in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in Q3 2016 and held it in 10 quarters.
  • Edge Wealth Management's JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position peaked at $28K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non as of Q3 2019.

Based on Edge Wealth Management's 13F filing for Q3 2019, filed 21 Oct 2019.