Integrated Wealth Management’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 Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-14,562
Closed -$397K 1351
2016
Q2
$397K Buy
+14,562
New +$397K 0.15% 135