Everett Harris & Co’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
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.68M | Hold |
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|
2019
Q1 | $1.7M | Hold |
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|
2018
Q4 | $1.65M | Hold |
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|
2018
Q3 | $1.68M | Sell |
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|
2018
Q2 | $3.78M | Sell |
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2018
Q1 | $4.44M | Hold |
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|
2017
Q4 | $4.6M | Hold |
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|
2017
Q3 | $4.54M | Hold |
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|
2017
Q2 | $4.58M | Hold |
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|
2017
Q1 | $4.6M | Hold |
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|
2016
Q4 | $4.41M | Sell |
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|
2016
Q3 | $6.01M | Hold |
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|
2016
Q2 | $5.88M | Hold |
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|
2016
Q1 | $5.69M | Hold |
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|
2015
Q4 | $5.67M | Hold |
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|
2015
Q3 | $5.58M | Hold |
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|
2015
Q2 | $5.45M | Hold |
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|
2015
Q1 | $5.6M | Hold |
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|
2014
Q4 | $5.52M | Hold |
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|
2014
Q3 | $5.39M | Hold |
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|
2014
Q2 | $5.4M | Buy |
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