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

LMCG Investments’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	-19,700	Closed	-$500K	–	506
2013 Q2	$500K	Buy	+19,700	New	+$505K	0.01%	406

LMCG Investments's JPM.PRI Position: Q3 2013 in Review

LMCG Investments 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 19,700 shares — an estimated $500K sold.

LMCG Investments first reported a position in JPM.PRI in Q2 2013 and held it in 1 quarter. The position peaked at $500K in Q2 2013. 0 funds tracked by Wall St. Rank hold JPM.PRI as of Q3 2013.

LMCG Investments 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.
LMCG Investments sold 19,700 JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) shares in Q3 2013, an estimated $500K.
LMCG Investments 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.
LMCG Investments's JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J) position peaked at $500K 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 LMCG Investments's 13F filing for Q3 2013, filed 16 Oct 2013.