FWCM
JPM.PRH

Ferguson Wellman Capital Management’s JPMorgan Chase & Co. JPM.PRH Stock Holding History

Ferguson Wellman Capital Management’s Portfolio JPM.PRH Stock Details JPM.PRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-7,717
Closed -$202K – 359
2019
Q2 		$202K Sell
7,717
-158
-2% -$4.13K 0.01% 326
2019
Q1 		$207K Buy
+7,875
New +$205K 0.01% 332

Other funds holding JPM.PRH

SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $658M AUM 39.64% 1-Year Est. Return
KLWA
Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

Ferguson Wellman Capital Management's JPM.PRH Position: Q3 2019 in Review

Ferguson Wellman Capital Management sold out of JPMorgan Chase & Co. (JPM.PRH) in Q3 2019, closing a stake of 7,717 shares — an estimated $202K sold.

Ferguson Wellman Capital Management first reported a position in JPM.PRH in Q1 2019 and held it in 2 quarters. The position peaked at $207K in Q1 2019. 7 funds tracked by Wall St. Rank hold JPM.PRH as of Q3 2019.

  • Ferguson Wellman Capital Management reported no remaining JPMorgan Chase & Co. position as of Q3 2019 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 7,717 JPMorgan Chase & Co. shares in Q3 2019, an estimated $202K.
  • Ferguson Wellman Capital Management first reported a position in JPMorgan Chase & Co. in Q1 2019 and held it in 2 quarters.
  • Ferguson Wellman Capital Management's JPMorgan Chase & Co. position peaked at $207K in Q1 2019.
  • 7 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q3 2019.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2019, filed 15 Oct 2019.