Ranch Capital Advisors’s JPMorgan Chase & Co. JPM.PRH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-400
Closed -$10K 928
2021
Q1
$10K Hold
400
0.01% 638
2020
Q4
$10K Hold
400
0.01% 627
2020
Q3
$10K Hold
400
0.01% 612
2020
Q2
$10K Hold
400
0.01% 634
2020
Q1
$10K Hold
400
0.01% 595
2019
Q4
$10K Buy
+400
New +$10.3K 0.01% 679

Ranch Capital Advisors's JPM.PRH Position: Q2 2021 in Review

Ranch Capital Advisors sold out of JPMorgan Chase & Co. (JPM.PRH) in Q2 2021, closing a stake of 400 shares — an estimated $10K sold.

Ranch Capital Advisors first reported a position in JPM.PRH in Q4 2019 and held it in 6 quarters. The position peaked at $10K in Q1 2021. 0 funds tracked by Wall St. Rank hold JPM.PRH as of Q2 2021.

  • Ranch Capital Advisors reported no remaining JPMorgan Chase & Co. position as of Q2 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 400 JPMorgan Chase & Co. shares in Q2 2021, an estimated $10K.
  • Ranch Capital Advisors first reported a position in JPMorgan Chase & Co. in Q4 2019 and held it in 6 quarters.
  • Ranch Capital Advisors's JPMorgan Chase & Co. position peaked at $10K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q2 2021.

Based on Ranch Capital Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.