IWM
JPM.PRJ icon

IHT Wealth Management’s JPMorgan Chase & Co 4.75% Series GG Preferred Stock JPM.PRJ Stock Holding History

IHT Wealth Management’s Portfolio JPM.PRJ Stock Details JPM.PRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,301
Closed -$334K – 1008
2023
Q3 		$334K Buy
+16,301
New +$344K 0.02% 686

Other funds holding JPM.PRJ

SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BWAM
Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return

IHT Wealth Management's JPM.PRJ Position: Q4 2023 in Review

IHT Wealth Management sold out of JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) in Q4 2023, closing a stake of 16,301 shares — an estimated $334K sold.

IHT Wealth Management first reported a position in JPM.PRJ in Q3 2023 and held it in 1 quarter. The position peaked at $334K in Q3 2023. 3 funds tracked by Wall St. Rank hold JPM.PRJ as of Q4 2023.

  • IHT Wealth Management reported no remaining JPMorgan Chase & Co 4.75% Series GG Preferred Stock position as of Q4 2023 after selling out during the quarter.
  • IHT Wealth Management sold 16,301 JPMorgan Chase & Co 4.75% Series GG Preferred Stock shares in Q4 2023, an estimated $334K.
  • IHT Wealth Management first reported a position in JPMorgan Chase & Co 4.75% Series GG Preferred Stock in Q3 2023 and held it in 1 quarter.
  • IHT Wealth Management's JPMorgan Chase & Co 4.75% Series GG Preferred Stock position peaked at $334K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held JPMorgan Chase & Co 4.75% Series GG Preferred Stock as of Q4 2023.

Based on IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.