Reilly Financial Advisors’s JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C JPM.PRA.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
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|
2016
Q1 | $526K | Buy |
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|
2015
Q4 | $500K | Sell |
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|
2015
Q3 | $482K | Sell |
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|
2015
Q2 | $479K | Sell |
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|
2015
Q1 | $502K | Buy |
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|
2014
Q4 | $373K | Sell |
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|
2014
Q3 | $369K | Sell |
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|
2014
Q2 | $376K | Buy |
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|
2014
Q1 | $346K | Sell |
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|
2013
Q4 | $337K | Sell |
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|
2013
Q3 | $374K | Buy |
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|
2013
Q2 | $398K | Buy |
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