Shikiar Asset Management’s JPMorgan Chase & Co. JPM.PRH Stock Holding History

Shikiar Asset Management’s Portfolio JPM.PRH Stock Details JPM.PRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-19,600	Closed	-$500K	–	113
2021 Q1	$500K	Sell	19,600 -3,250	-14%	-$83.1K	0.17%	63
2020 Q4	$592K	Sell	22,850 -8,500	-27%	-$219K	0.21%	53
2020 Q3	$796K	Buy	31,350 +500	+2%	+$12.8K	0.31%	48
2020 Q2	$784K	Hold	30,850	–	–	0.36%	47
2020 Q1	$776K	Sell	30,850 -8,500	-22%	-$216K	0.52%	38
2019 Q4	$1.01M	Sell	39,350 -100	-0.3%	-$2.58K	0.34%	45
2019 Q3	$1.02M	Buy	39,450 +2,000	+5%	+$52.2K	0.41%	46
2019 Q2	$981K	Buy	37,450 +16,750	+81%	+$437K	0.38%	51
2019 Q1	$544K	Buy	20,700 +1,500	+8%	+$39.1K	0.23%	61
2018 Q4	$495K	Hold	19,200	–	–	0.26%	57
2018 Q3	$496K	Buy	+19,200	New	+$507K	0.19%	59
2018 Q2	–	Sell	-11,200	Closed	-$296K	–	96
2018 Q1	$296K	Buy	+11,200	New	+$294K	0.13%	67

Shikiar Asset Management's JPM.PRH Position: Q2 2021 in Review

Shikiar Asset Management sold out of JPMorgan Chase & Co. (JPM.PRH) in Q2 2021, closing a stake of 19,600 shares — an estimated $500K sold.

Shikiar Asset Management first reported a position in JPM.PRH in Q1 2018 and held it in 12 quarters. The position peaked at $1.02M in Q3 2019. 0 funds tracked by Wall St. Rank hold JPM.PRH as of Q2 2021.

Shikiar Asset Management reported no remaining JPMorgan Chase & Co. position as of Q2 2021 after selling out during the quarter.
Shikiar Asset Management sold 19,600 JPMorgan Chase & Co. shares in Q2 2021, an estimated $500K.
Shikiar Asset Management first reported a position in JPMorgan Chase & Co. in Q1 2018 and held it in 12 quarters.
Shikiar Asset Management's JPMorgan Chase & Co. position peaked at $1.02M in Q3 2019.
0 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q2 2021.

Based on Shikiar Asset Management's 13F filing for Q2 2021, filed 16 Jul 2021.