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Register Financial Advisors’s JPMorgan Chase & Co 6.00% Series EE Preferred Stock JPM.PRC Stock Holding History

Register Financial Advisors’s Portfolio JPM.PRC Stock Details JPM.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,600
Closed -$39.6K – 579
2022
Q4 		$39.6K Buy
+1,600
New +$40K 0.03% 408

Other funds holding JPM.PRC

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
AAM
AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
ONST
Old North State Trust Greensboro, North Carolina $168M AUM 21.26% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Register Financial Advisors's JPM.PRC Position: Q1 2023 in Review

Register Financial Advisors sold out of JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) in Q1 2023, closing a stake of 1,600 shares — an estimated $39.6K sold.

Register Financial Advisors first reported a position in JPM.PRC in Q4 2022 and held it in 1 quarter. The position peaked at $39.6K in Q4 2022. 11 funds tracked by Wall St. Rank hold JPM.PRC as of Q1 2023.

  • Register Financial Advisors reported no remaining JPMorgan Chase & Co 6.00% Series EE Preferred Stock position as of Q1 2023 after selling out during the quarter.
  • Register Financial Advisors sold 1,600 JPMorgan Chase & Co 6.00% Series EE Preferred Stock shares in Q1 2023, an estimated $39.6K.
  • Register Financial Advisors first reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in Q4 2022 and held it in 1 quarter.
  • Register Financial Advisors's JPMorgan Chase & Co 6.00% Series EE Preferred Stock position peaked at $39.6K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held JPMorgan Chase & Co 6.00% Series EE Preferred Stock as of Q1 2023.

Based on Register Financial Advisors's 13F filing for Q1 2023, filed 10 May 2023.