SignalPoint Asset Management’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

SignalPoint Asset Management’s Portfolio JPM.PRA.CL Stock Details JPM.PRA.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-40,262	Closed	-$992K	–	226
2016 Q4	$992K	Buy	40,262 +11,499	+40%	+$290K	0.26%	88
2016 Q3	$768K	Hold	28,763	–	–	0.2%	90
2016 Q2	$752K	Sell	28,763 -400	-1%	-$10.3K	0.31%	67
2016 Q1	$744K	Buy	29,163 +6,400	+28%	+$161K	0.32%	60
2015 Q4	$575K	Buy	22,763 +2,536	+13%	+$62.9K	0.25%	73
2015 Q3	$487K	Buy	20,227 +472	+2%	+$11.4K	0.22%	86
2015 Q2	$487K	Hold	19,755	–	–	0.2%	95
2015 Q1	$487K	Buy	+19,755	New	+$478K	0.2%	95

Other funds holding JPM.PRA.CL

PAM

Private Asset Management San Diego, California $426M AUM 20.27% 1-Year Est. Return

PPA

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

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

SignalPoint Asset Management's JPM.PRA.CL Position: Q1 2017 in Review

SignalPoint Asset Management sold out of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C (JPM.PRA.CL) in Q1 2017, closing a stake of 40,262 shares — an estimated $992K sold.

SignalPoint Asset Management first reported a position in JPM.PRA.CL in Q1 2015 and held it in 8 quarters. The position peaked at $992K in Q4 2016. 7 funds tracked by Wall St. Rank hold JPM.PRA.CL as of Q1 2017.

SignalPoint Asset Management reported no remaining JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C position as of Q1 2017 after selling out during the quarter.
SignalPoint Asset Management sold 40,262 JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C shares in Q1 2017, an estimated $992K.
SignalPoint Asset Management first reported a position in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C in Q1 2015 and held it in 8 quarters.
SignalPoint Asset Management's JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C position peaked at $992K in Q4 2016.
7 funds tracked by Wall St. Rank held JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C as of Q1 2017.

Based on SignalPoint Asset Management's 13F filing for Q1 2017, filed 2 May 2017.