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Kelleher Financial Advisors’s JPMorgan Chase & Co 4.20% Series MM Preferred Stock JPM.PRM Stock Holding History

Kelleher Financial Advisors’s Portfolio JPM.PRM Stock Details JPM.PRM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$125K Buy