Edge Wealth Management’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History

Edge Wealth Management’s Portfolio JPM.PRF.CL Stock Details JPM.PRF.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,250	Closed	-$109K	–	702
2019 Q4	$109K	Hold	4,250	–	–	0.02%	187
2019 Q3	$108K	Sell	4,250 -8,000	-65%	-$206K	0.02%	185
2019 Q2	$314K	Hold	12,250	–	–	0.07%	114
2019 Q1	$318K	Buy	12,250 +12,000	+4,800%	+$310K	0.08%	108
2018 Q4	$6K	Hold	250	–	–	﹤0.01%	461
2018 Q3	$6K	Buy	+250	New	+$6.53K	﹤0.01%	496
2018 Q2	–	Sell	-250	Closed	-$7K	–	632
2018 Q1	$7K	Hold	250	–	–	﹤0.01%	428
2017 Q4	$6K	Hold	250	–	–	﹤0.01%	437
2017 Q3	$7K	Hold	250	–	–	﹤0.01%	417
2017 Q2	$7K	Buy	+250	New	+$6.74K	﹤0.01%	414
2016 Q4	–	Sell	-250	Closed	-$7K	–	537
2016 Q3	$7K	Hold	250	–	–	﹤0.01%	374
2016 Q2	$7K	Hold	250	–	–	﹤0.01%	347
2016 Q1	$7K	Buy	+250	New	+$6.45K	﹤0.01%	320

Edge Wealth Management's JPM.PRF.CL Position: Q1 2020 in Review

Edge Wealth Management sold out of JPMorgan Chase & Co. Called (JPM.PRF.CL) in Q1 2020, closing a stake of 4,250 shares — an estimated $109K sold.

Edge Wealth Management first reported a position in JPM.PRF.CL in Q1 2016 and held it in 13 quarters. The position peaked at $318K in Q1 2019. 0 funds tracked by Wall St. Rank hold JPM.PRF.CL as of Q1 2020.

Edge Wealth Management reported no remaining JPMorgan Chase & Co. Called position as of Q1 2020 after selling out during the quarter.
Edge Wealth Management sold 4,250 JPMorgan Chase & Co. Called shares in Q1 2020, an estimated $109K.
Edge Wealth Management first reported a position in JPMorgan Chase & Co. Called in Q1 2016 and held it in 13 quarters.
Edge Wealth Management's JPMorgan Chase & Co. Called position peaked at $318K in Q1 2019.
0 funds tracked by Wall St. Rank held JPMorgan Chase & Co. Called as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.