RIA
JPM.PRF.CL

RPG Investment Advisory’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History

RPG Investment Advisory’s Portfolio JPM.PRF.CL Stock Details JPM.PRF.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-575
Closed -$15K – 352
2018
Q1 		$15K Buy
+575
New +$15K ﹤0.01% 248

Other funds holding JPM.PRF.CL

MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
AAM
AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

RPG Investment Advisory's JPM.PRF.CL Position: Q2 2018 in Review

RPG Investment Advisory sold out of JPMorgan Chase & Co. Called (JPM.PRF.CL) in Q2 2018, closing a stake of 575 shares — an estimated $15K sold.

RPG Investment Advisory first reported a position in JPM.PRF.CL in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 9 funds tracked by Wall St. Rank hold JPM.PRF.CL as of Q2 2018.

  • RPG Investment Advisory reported no remaining JPMorgan Chase & Co. Called position as of Q2 2018 after selling out during the quarter.
  • RPG Investment Advisory sold 575 JPMorgan Chase & Co. Called shares in Q2 2018, an estimated $15K.
  • RPG Investment Advisory first reported a position in JPMorgan Chase & Co. Called in Q1 2018 and held it in 1 quarter.
  • RPG Investment Advisory's JPMorgan Chase & Co. Called position peaked at $15K in Q1 2018.
  • 9 funds tracked by Wall St. Rank held JPMorgan Chase & Co. Called as of Q2 2018.

Based on RPG Investment Advisory's 13F filing for Q2 2018, filed 6 Aug 2018.