Kalos Management’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History

Kalos Management’s Portfolio JPM.PRB.CL Stock Details JPM.PRB.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-27,978	Closed	-$2.88M	–	228
2018 Q2	$2.88M	Sell	27,978 -251	-0.9%	-$6.6K	1.31%	24
2018 Q1	$3.06M	Buy	+28,229	New	+$743K	1.81%	19

Other funds holding JPM.PRB.CL

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return

Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Kalos Management's JPM.PRB.CL Position: Q3 2018 in Review

Kalos Management sold out of JPMorgan Chase & Co. (JPM.PRB.CL) in Q3 2018, closing a stake of 27,978 shares — an estimated $2.88M sold.

Kalos Management first reported a position in JPM.PRB.CL in Q1 2018 and held it in 2 quarters. The position peaked at $3.06M in Q1 2018. 10 funds tracked by Wall St. Rank hold JPM.PRB.CL as of Q3 2018.

Kalos Management reported no remaining JPMorgan Chase & Co. position as of Q3 2018 after selling out during the quarter.
Kalos Management sold 27,978 JPMorgan Chase & Co. shares in Q3 2018, an estimated $2.88M.
Kalos Management first reported a position in JPMorgan Chase & Co. in Q1 2018 and held it in 2 quarters.
Kalos Management's JPMorgan Chase & Co. position peaked at $3.06M in Q1 2018.
10 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q3 2018.

Based on Kalos Management's 13F filing for Q3 2018, filed 14 Nov 2018.