EI
JPM.PRE.CL

Ellevest Inc’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

Ellevest Inc’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
Q1 		– Sell
-1,000
Closed -$25K – 368
2018
Q4 		$25K Buy
+1,000
New +$25.4K 0.01% 292

Other funds holding JPM.PRE.CL

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
PT
Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Ellevest Inc's JPM.PRE.CL Position: Q1 2019 in Review

Ellevest Inc 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 Q1 2019, closing a stake of 1,000 shares — an estimated $25K sold.

Ellevest Inc first reported a position in JPM.PRE.CL in Q4 2018 and held it in 1 quarter. The position peaked at $25K in Q4 2018. 7 funds tracked by Wall St. Rank hold JPM.PRE.CL as of Q1 2019.

  • Ellevest Inc reported no remaining JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position as of Q1 2019 after selling out during the quarter.
  • Ellevest Inc sold 1,000 JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non shares in Q1 2019, an estimated $25K.
  • Ellevest Inc first reported a position in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in Q4 2018 and held it in 1 quarter.
  • Ellevest Inc's JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position peaked at $25K in Q4 2018.
  • 7 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 Q1 2019.

Based on Ellevest Inc's 13F filing for Q1 2019, filed 1 May 2019.