Estabrook Capital Management’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,750
| Closed | -$70.3K | – | 347 |
|
|
2019
Q4 | $70.3K | Hold |
2,750
| – | – | 0.01% | 188 |
|
|
2019
Q3 | $70.4K | Hold |
2,750
| – | – | 0.01% | 181 |
|
|
2019
Q2 | $70.8K | Hold |
2,750
| – | – | 0.01% | 181 |
|
|
2019
Q1 | $71.5K | Sell |
2,750
-500
| -15% | -$13K | 0.01% | 176 |
|
|
2018
Q4 | $82.4K | Hold |
3,250
| – | – | 0.02% | 164 |
|
|
2018
Q3 | $83.8K | Hold |
3,250
| – | – | 0.01% | 172 |
|
|
2018
Q2 | $85.1K | Hold |
3,250
| – | – | 0.01% | 176 |
|
|
2018
Q1 | $85.1K | Hold |
3,250
| – | – | 0.01% | 182 |
|
|
2017
Q4 | $86.6K | Hold |
3,250
| – | – | 0.01% | 191 |
|
|
2017
Q3 | $86.9K | Hold |
3,250
| – | – | 0.01% | 191 |
|
|
2017
Q2 | $87.6K | Hold |
3,250
| – | – | 0.01% | 190 |
|
|
2017
Q1 | $86.2K | Hold |
3,250
| – | – | 0.01% | 190 |
|
|
2016
Q4 | $82.4K | Hold |
3,250
| – | – | 0.01% | 196 |
|
|
2016
Q3 | $88K | Hold |
3,250
| – | – | 0.01% | 191 |
|
|
2016
Q2 | $87.1K | Sell |
3,250
-350
| -10% | -$9.38K | 0.01% | 190 |
|
|
2016
Q1 | $94.3K | Hold |
3,600
| – | – | 0.01% | 179 |
|
|
2015
Q4 | $94K | Sell |
3,600
-600
| -14% | -$15.7K | 0.01% | 187 |
|
|
2015
Q3 | $106K | Buy |
4,200
+250
| +6% | +$6.28K | 0.02% | 180 |
|
|
2015
Q2 | $98.4K | Sell |
3,950
-600
| -13% | -$14.9K | 0.01% | 193 |
|
|
2015
Q1 | $116K | Buy |
+4,550
| New | +$116K | 0.01% | 192 |
|