Intellectus Partners’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-1,687
Closed -$45K 684
2017
Q3
$45K Hold
1,687
0.02% 408
2017
Q2
$45K Sell
1,687
-65
-4% -$1.73K 0.02% 390
2017
Q1
$46K Sell
1,752
-3
-0.2% -$79 0.02% 347
2016
Q4
$44K Buy
+1,755
New +$44K 0.02% 344