Intercontinental Wealth Advisors’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,150
Closed -$29K 465
2018
Q4
$29K Buy
+1,150
New +$29.2K 0.02% 269

Intercontinental Wealth Advisors's JPM.PRB.CL Position: Q1 2019 in Review

Intercontinental Wealth Advisors sold out of JPMorgan Chase & Co. (JPM.PRB.CL) in Q1 2019, closing a stake of 1,150 shares — an estimated $29K sold.

Intercontinental Wealth Advisors first reported a position in JPM.PRB.CL in Q4 2018 and held it in 1 quarter. The position peaked at $29K in Q4 2018. 0 funds tracked by Wall St. Rank hold JPM.PRB.CL as of Q1 2019.

  • Intercontinental Wealth Advisors reported no remaining JPMorgan Chase & Co. position as of Q1 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 1,150 JPMorgan Chase & Co. shares in Q1 2019, an estimated $29K.
  • Intercontinental Wealth Advisors first reported a position in JPMorgan Chase & Co. in Q4 2018 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's JPMorgan Chase & Co. position peaked at $29K in Q4 2018.
  • 0 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q1 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.