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
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $953K | Buy |
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|
2025
Q2 | $870K | Buy |
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|
2025
Q1 | $668K | Buy |
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|
2024
Q4 | $536K | Buy |
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|
2024
Q3 | $443K | Sell |
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|
2024
Q2 | $433K | Buy |
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|
2024
Q1 | $427K | Buy |
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $307K | Sell |
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|
2023
Q2 | $336K | Sell |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $327K | Sell |
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|
2022
Q1 | $413K | Buy |
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|
2021
Q4 | $447K | Buy |
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|
2021
Q3 | $341K | Sell |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $283K | Sell |
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|
2020
Q4 | $239K | Buy |
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