Reik & Co’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History

Reik & Co’s Portfolio JPM.PRD.CL Stock Details JPM.PRD.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-23,000	Closed	-$566K	–	49
2016 Q4	$566K	Hold	23,000	–	–	0.2%	32
2016 Q3	$594K	Hold	23,000	–	–	0.2%	33
2016 Q2	$596K	Hold	23,000	–	–	0.2%	31
2016 Q1	$587K	Hold	23,000	–	–	0.21%	30
2015 Q4	$583K	Hold	23,000	–	–	0.21%	31
2015 Q3	$555K	Hold	23,000	–	–	0.2%	30
2015 Q2	$544K	Hold	23,000	–	–	0.18%	32
2015 Q1	$571K	Hold	23,000	–	–	0.18%	32
2014 Q4	$553K	Hold	23,000	–	–	0.18%	32
2014 Q3	$527K	Hold	23,000	–	–	0.18%	33
2014 Q2	$527K	Hold	23,000	–	–	0.18%	38
2014 Q1	$502K	Hold	23,000	–	–	0.18%	37
2013 Q4	$473K	Hold	23,000	–	–	0.17%	36
2013 Q3	$495K	Buy	+23,000	New	+$518K	0.2%	29

Other funds holding JPM.PRD.CL

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

ECM

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

OSNBOA

Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return

Reik & Co's JPM.PRD.CL Position: Q1 2017 in Review

Reik & Co sold out of JPMorgan Chase & Co. (JPM.PRD.CL) in Q1 2017, closing a stake of 23,000 shares — an estimated $566K sold.

Reik & Co first reported a position in JPM.PRD.CL in Q3 2013 and held it in 14 quarters. The position peaked at $596K in Q2 2016. 7 funds tracked by Wall St. Rank hold JPM.PRD.CL as of Q1 2017.

Reik & Co reported no remaining JPMorgan Chase & Co. position as of Q1 2017 after selling out during the quarter.
Reik & Co sold 23,000 JPMorgan Chase & Co. shares in Q1 2017, an estimated $566K.
Reik & Co first reported a position in JPMorgan Chase & Co. in Q3 2013 and held it in 14 quarters.
Reik & Co's JPMorgan Chase & Co. position peaked at $596K in Q2 2016.
7 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q1 2017.

Based on Reik & Co's 13F filing for Q1 2017, filed 24 Apr 2017.