Maryland Capital Management’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History

Maryland Capital Management’s Portfolio JPM.PRF.CL Stock Details JPM.PRF.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-146,495	Closed	-$3.75M	–	194
2019 Q3	$3.75M	Buy	146,495 +5,150	+4%	+$132K	0.43%	57
2019 Q2	$3.64M	Buy	141,345 +1,660	+1%	+$42.7K	0.43%	55
2019 Q1	$3.63M	Buy	139,685 +4,275	+3%	+$111K	0.45%	54
2018 Q4	$3.43M	Buy	135,410 +8,995	+7%	+$228K	0.5%	53
2018 Q3	$3.26M	Buy	126,415 +3,725	+3%	+$97.3K	0.43%	52
2018 Q2	$3.21M	Buy	122,690 +8,615	+8%	+$225K	0.45%	52
2018 Q1	$2.98M	Buy	114,075 +4,575	+4%	+$119K	0.43%	53
2017 Q4	$2.92M	Buy	109,500 +12,845	+13%	+$345K	0.43%	50
2017 Q3	$2.59M	Buy	96,655 +10,725	+12%	+$288K	0.4%	56
2017 Q2	$2.32M	Buy	85,930 +3,100	+4%	+$83.5K	0.33%	61
2017 Q1	$2.2M	Buy	82,830 +3,945	+5%	+$103K	0.33%	61
2016 Q4	$2M	Buy	78,885 +7,525	+11%	+$197K	0.31%	64
2016 Q3	$1.93M	Buy	71,360 +15,205	+27%	+$415K	0.29%	62
2016 Q2	$1.5M	Buy	56,155 +10,895	+24%	+$288K	0.24%	67
2016 Q1	$1.19M	Buy	45,260 +1,575	+4%	+$40.6K	0.17%	72
2015 Q4	$1.14M	Buy	43,685 +20,075	+85%	+$512K	0.17%	71
2015 Q3	$593K	Buy	+23,610	New	+$593K	0.1%	93

Other funds holding JPM.PRF.CL

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

SAM

Selway Asset Management $242M AUM 7.7% 1-Year Est. Return

AAM

AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

ECM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Maryland Capital Management's JPM.PRF.CL Position: Q4 2019 in Review

Maryland Capital Management sold out of JPMorgan Chase & Co. Called (JPM.PRF.CL) in Q4 2019, closing a stake of 146,495 shares — an estimated $3.75M sold.

Maryland Capital Management first reported a position in JPM.PRF.CL in Q3 2015 and held it in 17 quarters. The position peaked at $3.75M in Q3 2019. 7 funds tracked by Wall St. Rank hold JPM.PRF.CL as of Q4 2019.

Maryland Capital Management reported no remaining JPMorgan Chase & Co. Called position as of Q4 2019 after selling out during the quarter.
Maryland Capital Management sold 146,495 JPMorgan Chase & Co. Called shares in Q4 2019, an estimated $3.75M.
Maryland Capital Management first reported a position in JPMorgan Chase & Co. Called in Q3 2015 and held it in 17 quarters.
Maryland Capital Management's JPMorgan Chase & Co. Called position peaked at $3.75M in Q3 2019.
7 funds tracked by Wall St. Rank held JPMorgan Chase & Co. Called as of Q4 2019.

Based on Maryland Capital Management's 13F filing for Q4 2019, filed 11 Feb 2020.