LPWM
JPM.PRA.CL

Lake Point Wealth Management’s JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C JPM.PRA.CL Stock Holding History

Lake Point Wealth Management’s Portfolio JPM.PRA.CL Stock Details JPM.PRA.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-70
Closed -$1.75K – 905
2018
Q4 		$2K Buy
+70
New +$1.71K ﹤0.01% 709

Other funds holding JPM.PRA.CL

PAM
Private Asset Management San Diego, California $426M AUM 20.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Lake Point Wealth Management's JPM.PRA.CL Position: Q1 2019 in Review

Lake Point Wealth Management sold out of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C (JPM.PRA.CL) in Q1 2019, closing a stake of 70 shares — an estimated $1.75K sold.

Lake Point Wealth Management first reported a position in JPM.PRA.CL in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 6 funds tracked by Wall St. Rank hold JPM.PRA.CL as of Q1 2019.

  • Lake Point Wealth Management reported no remaining JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 70 JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C shares in Q1 2019, an estimated $1.75K.
  • Lake Point Wealth Management first reported a position in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C position peaked at $2K in Q4 2018.
  • 6 funds tracked by Wall St. Rank held JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.