IWA
JPM.PRE.CL

Intercontinental Wealth Advisors’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

Intercontinental Wealth Advisors’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
2019
Q3 		– Sell
-1,500
Closed -$39K – 447
2019
Q2 		$39K Hold
1,500
– – 0.02% 224
2019
Q1 		$39K Hold
1,500
– – 0.02% 248
2018
Q4 		$38K Buy
+1,500
New +$38K 0.02% 241