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
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
2019
Q2 		$39K Hold
2019
Q1 		$39K Hold
2018
Q4 		$38K Buy