IP
JPM.PRE.CL

Intellectus Partners’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

Intellectus Partners’s Portfolio JPM.PRE.CL Stock Details JPM.PRE.CL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-9,806
Closed -$262K – 708
2017
Q3 		$262K Hold
9,806
– – 0.11% 192
2017
Q2 		$264K Buy
9,806
+13
+0.1% +$350 0.12% 170
2017
Q1 		$265K Buy
9,793
+77
+0.8% +$2.08K 0.13% 153
2016
Q4 		$252K Buy
+9,716
New +$252K 0.13% 152