LWA
JPM.PRG

Lenox Wealth Advisors’s JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non JPM.PRG Stock Holding History

Lenox Wealth Advisors’s Portfolio JPM.PRG Stock Details JPM.PRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,400
Closed -$37K – 560
2018
Q2 		$37K Buy
+1,400
New +$36.7K 0.01% 175

Other funds holding JPM.PRG

FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lenox Wealth Advisors's JPM.PRG Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non (JPM.PRG) in Q3 2018, closing a stake of 1,400 shares — an estimated $37K sold.

Lenox Wealth Advisors first reported a position in JPM.PRG in Q2 2018 and held it in 1 quarter. The position peaked at $37K in Q2 2018. 8 funds tracked by Wall St. Rank hold JPM.PRG as of Q3 2018.

  • Lenox Wealth Advisors reported no remaining JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non position as of Q3 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,400 JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non shares in Q3 2018, an estimated $37K.
  • Lenox Wealth Advisors first reported a position in JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non in Q2 2018 and held it in 1 quarter.
  • Lenox Wealth Advisors's JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non position peaked at $37K in Q2 2018.
  • 8 funds tracked by Wall St. Rank held JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.