EIG
JPM.PRA.CL
Ellenbecker Investment Group’s JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C JPM.PRA.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Buy |
2,999
+278
| +10% | +$80.6K | 0.14% | 45 |
|
|
2025
Q1 | $668K | Buy |
2,721
+487
| +22% | +$119K | 0.12% | 54 |
|
|
2024
Q4 | $536K | Buy |
2,234
+135
| +6% | +$32.4K | 0.1% | 63 |
|
|
2024
Q3 | $443K | Sell |
2,099
-39
| -2% | -$8.22K | 0.08% | 68 |
|
|
2024
Q2 | $433K | Buy |
2,138
+9
| +0.4% | +$1.82K | 0.09% | 70 |
|
|
2024
Q1 | $427K | Buy |
2,129
+99
| +5% | +$19.8K | 0.09% | 67 |
|
|
2023
Q4 | $345K | Sell |
2,030
-91
| -4% | -$15.5K | 0.08% | 73 |
|
|
2023
Q3 | $307K | Sell |
2,121
-193
| -8% | -$27.9K | 0.08% | 71 |
|
|
2023
Q2 | $336K | Sell |
2,314
-198
| -8% | -$28.8K | 0.08% | 68 |
|
|
2023
Q1 | $327K | Sell |
2,512
-191
| -7% | -$24.9K | 0.09% | 66 |
|
|
2022
Q4 | $362K | Buy |
2,703
+135
| +5% | +$18.1K | 0.11% | 56 |
|
|
2022
Q3 | $268K | Sell |
2,568
-338
| -12% | -$35.3K | 0.08% | 67 |
|
|
2022
Q2 | $327K | Sell |
2,906
-127
| -4% | -$14.3K | 0.1% | 56 |
|
|
2022
Q1 | $413K | Buy |
3,033
+209
| +7% | +$28.5K | 0.12% | 55 |
|
|
2021
Q4 | $447K | Buy |
2,824
+741
| +36% | +$117K | 0.12% | 49 |
|
|
2021
Q3 | $341K | Sell |
2,083
-33
| -2% | -$5.4K | 0.11% | 51 |
|
|
2021
Q2 | $329K | Buy |
2,116
+256
| +14% | +$39.8K | 0.11% | 51 |
|
|
2021
Q1 | $283K | Sell |
1,860
-19
| -1% | -$2.89K | 0.1% | 52 |
|
|
2020
Q4 | $239K | Buy |
+1,879
| New | +$239K | 0.09% | 59 |
|