EWM
JPM.PRF.CL
Edge Wealth Management’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,250
| Closed | -$109K | – | 697 |
|
|
2019
Q4 | $109K | Hold |
4,250
| – | – | 0.02% | 187 |
|
|
2019
Q3 | $108K | Sell |
4,250
-8,000
| -65% | -$203K | 0.02% | 184 |
|
|
2019
Q2 | $314K | Hold |
12,250
| – | – | 0.07% | 114 |
|
|
2019
Q1 | $318K | Buy |
12,250
+12,000
| +4,800% | +$312K | 0.08% | 108 |
|
|
2018
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 459 |
|
|
2018
Q3 | $6K | Buy |
+250
| New | +$6K | ﹤0.01% | 489 |
|
|
2018
Q2 | – | Sell |
-250
| Closed | -$7K | – | 624 |
|
|
2018
Q1 | $7K | Hold |
250
| – | – | ﹤0.01% | 422 |
|
|
2017
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 434 |
|
|
2017
Q3 | $7K | Hold |
250
| – | – | ﹤0.01% | 415 |
|
|
2017
Q2 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 402 |
|
|
2016
Q4 | – | Sell |
-250
| Closed | -$7K | – | 534 |
|
|
2016
Q3 | $7K | Hold |
250
| – | – | ﹤0.01% | 369 |
|
|
2016
Q2 | $7K | Hold |
250
| – | – | ﹤0.01% | 345 |
|
|
2016
Q1 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 320 |
|