IWMPD
JPM.PRE.CL

Integrated Wealth Management (Palm Desert)’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

Integrated Wealth Management (Palm Desert)’s Portfolio JPM.PRE.CL Stock Details JPM.PRE.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-14,562
Closed -$397K – 1352
2016
Q2 		$397K Buy
+14,562
New +$389K 0.15% 135

Other funds holding JPM.PRE.CL

EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
ECM
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s JPM.PRE.CL Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non (JPM.PRE.CL) in Q3 2016, closing a stake of 14,562 shares — an estimated $397K sold.

Integrated Wealth Management (Palm Desert) first reported a position in JPM.PRE.CL in Q2 2016 and held it in 1 quarter. The position peaked at $397K in Q2 2016. 7 funds tracked by Wall St. Rank hold JPM.PRE.CL as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 14,562 JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non shares in Q3 2016, an estimated $397K.
  • Integrated Wealth Management (Palm Desert) first reported a position in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in Q2 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position peaked at $397K in Q2 2016.
  • 7 funds tracked by Wall St. Rank held JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.