KLWA
JPM.PRI

Kelly Lawrence W & Associates’s JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) JPM.PRI Stock Holding History

Kelly Lawrence W & Associates’s Portfolio JPM.PRI Stock Details JPM.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-17,700
Closed -$450K – 121
2013
Q2 		$450K Buy
+17,700
New +$454K 0.11% 63

Kelly Lawrence W & Associates's JPM.PRI Position: Q3 2013 in Review

Kelly Lawrence W & Associates sold out of JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) (JPM.PRI) in Q3 2013, closing a stake of 17,700 shares — an estimated $450K sold.

Kelly Lawrence W & Associates first reported a position in JPM.PRI in Q2 2013 and held it in 1 quarter. The position peaked at $450K in Q2 2013. 0 funds tracked by Wall St. Rank hold JPM.PRI as of Q3 2013.

  • Kelly Lawrence W & Associates reported no remaining JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) position as of Q3 2013 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 17,700 JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) shares in Q3 2013, an estimated $450K.
  • Kelly Lawrence W & Associates first reported a position in JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) in Q2 2013 and held it in 1 quarter.
  • Kelly Lawrence W & Associates's JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) position peaked at $450K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) as of Q3 2013.

Based on Kelly Lawrence W & Associates's 13F filing for Q3 2013, filed 27 Nov 2013.