SOAMC
JPM.PRB.CL

Spirit of America Management Corp’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History

Spirit of America Management Corp’s Portfolio JPM.PRB.CL Stock Details JPM.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12,000
Closed -$323K – 340
2017
Q3 		$323K Hold
12,000
– – 0.03% 256
2017
Q2 		$324K Hold
12,000
– – 0.03% 254
2017
Q1 		$329K Hold
12,000
– – 0.03% 256
2016
Q4 		$323K Hold
12,000
– – 0.04% 256
2016
Q3 		$340K Hold
12,000
– – 0.04% 246
2016
Q2 		$338K Hold
12,000
– – 0.05% 235
2016
Q1 		$332K Hold
12,000
– – 0.06% 239
2015
Q4 		$330K Hold
12,000
– – 0.06% 234
2015
Q3 		$322K Hold
12,000
– – 0.07% 232
2015
Q2 		$314K Hold
12,000
– – 0.06% 248
2015
Q1 		$323K Hold
12,000
– – 0.07% 238
2014
Q4 		$317K Hold
12,000
– – 0.08% 237
2014
Q3 		$307K Buy
12,000
+10,000
+500% +$257K 0.09% 239
2014
Q2 		$52K Hold
2,000
– – 0.02% 285
2014
Q1 		$51K Buy
+2,000
New +$50.1K 0.02% 285

Other funds holding JPM.PRB.CL

EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Spirit of America Management Corp's JPM.PRB.CL Position: Q4 2017 in Review

Spirit of America Management Corp sold out of JPMorgan Chase & Co. (JPM.PRB.CL) in Q4 2017, closing a stake of 12,000 shares — an estimated $323K sold.

Spirit of America Management Corp first reported a position in JPM.PRB.CL in Q1 2014 and held it in 15 quarters. The position peaked at $340K in Q3 2016. 13 funds tracked by Wall St. Rank hold JPM.PRB.CL as of Q4 2017.

  • Spirit of America Management Corp reported no remaining JPMorgan Chase & Co. position as of Q4 2017 after selling out during the quarter.
  • Spirit of America Management Corp sold 12,000 JPMorgan Chase & Co. shares in Q4 2017, an estimated $323K.
  • Spirit of America Management Corp first reported a position in JPMorgan Chase & Co. in Q1 2014 and held it in 15 quarters.
  • Spirit of America Management Corp's JPMorgan Chase & Co. position peaked at $340K in Q3 2016.
  • 13 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q4 2017.

Based on Spirit of America Management Corp's 13F filing for Q4 2017, filed 17 Jan 2018.