Register Financial Advisors’s JPMorgan Chase & Co 5.75% Series DD Preferred Stock JPM.PRD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,228	Closed	-$28.7K	–	580
2022 Q4	$28.7K	Buy	+1,228	New	+$29.6K	0.02%	467

Other funds holding JPM.PRD

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

RAM

Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

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

Register Financial Advisors sold out of JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) in Q1 2023, closing a stake of 1,228 shares — an estimated $28.7K sold.

Register Financial Advisors first reported a position in JPM.PRD in Q4 2022 and held it in 1 quarter. The position peaked at $28.7K in Q4 2022. 5 funds tracked by Wall St. Rank hold JPM.PRD as of Q1 2023.

Register Financial Advisors reported no remaining JPMorgan Chase & Co 5.75% Series DD Preferred Stock position as of Q1 2023 after selling out during the quarter.
Register Financial Advisors sold 1,228 JPMorgan Chase & Co 5.75% Series DD Preferred Stock shares in Q1 2023, an estimated $28.7K.
Register Financial Advisors first reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in Q4 2022 and held it in 1 quarter.
Register Financial Advisors's JPMorgan Chase & Co 5.75% Series DD Preferred Stock position peaked at $28.7K in Q4 2022.
5 funds tracked by Wall St. Rank held JPMorgan Chase & Co 5.75% Series DD Preferred Stock as of Q1 2023.

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