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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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	+$38.1K	0.02%	241

Intercontinental Wealth Advisors's JPM.PRE.CL Position: Q3 2019 in Review

Intercontinental Wealth Advisors sold out of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non (JPM.PRE.CL) in Q3 2019, closing a stake of 1,500 shares — an estimated $39K sold.

Intercontinental Wealth Advisors first reported a position in JPM.PRE.CL in Q4 2018 and held it in 3 quarters. The position peaked at $39K in Q2 2019. 0 funds tracked by Wall St. Rank hold JPM.PRE.CL as of Q3 2019.

Intercontinental Wealth Advisors reported no remaining JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position as of Q3 2019 after selling out during the quarter.
Intercontinental Wealth Advisors sold 1,500 JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non shares in Q3 2019, an estimated $39K.
Intercontinental Wealth Advisors first reported a position in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in Q4 2018 and held it in 3 quarters.
Intercontinental Wealth Advisors's JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position peaked at $39K in Q2 2019.
0 funds tracked by Wall St. Rank held JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non as of Q3 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.