EI
JPM.PRF.CL

Ellevest Inc’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History

Ellevest Inc’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
2019
Q1 		– Sell
-1,000
Closed -$25K – 364
2018
Q4 		$25K Buy
+1,000
New +$25.3K 0.01% 291

Other funds holding JPM.PRF.CL

MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
AAM
AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

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

Ellevest Inc sold out of JPMorgan Chase & Co. Called (JPM.PRF.CL) in Q1 2019, closing a stake of 1,000 shares — an estimated $25K sold.

Ellevest Inc first reported a position in JPM.PRF.CL in Q4 2018 and held it in 1 quarter. The position peaked at $25K in Q4 2018. 10 funds tracked by Wall St. Rank hold JPM.PRF.CL as of Q1 2019.

  • Ellevest Inc reported no remaining JPMorgan Chase & Co. Called position as of Q1 2019 after selling out during the quarter.
  • Ellevest Inc sold 1,000 JPMorgan Chase & Co. Called shares in Q1 2019, an estimated $25K.
  • Ellevest Inc first reported a position in JPMorgan Chase & Co. Called in Q4 2018 and held it in 1 quarter.
  • Ellevest Inc's JPMorgan Chase & Co. Called position peaked at $25K in Q4 2018.
  • 10 funds tracked by Wall St. Rank held JPMorgan Chase & Co. Called as of Q1 2019.

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