Spirit of America Management Corp’s JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non JPM.PRE.CL Stock Holding History

Spirit of America Management Corp’s Portfolio JPM.PRE.CL Stock Details JPM.PRE.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-24,500	Closed	-$655K	–	335
2017 Q3	$655K	Hold	24,500	–	–	0.07%	180
2017 Q2	$660K	Hold	24,500	–	–	0.07%	181
2017 Q1	$663K	Hold	24,500	–	–	0.07%	173
2016 Q4	$636K	Hold	24,500	–	–	0.07%	178
2016 Q3	$681K	Hold	24,500	–	–	0.09%	163
2016 Q2	$667K	Hold	24,500	–	–	0.1%	155
2016 Q1	$645K	Hold	24,500	–	–	0.11%	155
2015 Q4	$644K	Hold	24,500	–	–	0.12%	151
2015 Q3	$633K	Sell	24,500 -1,000	-4%	-$25.6K	0.13%	149
2015 Q2	$644K	Buy	25,500 +11,500	+82%	+$296K	0.12%	156
2015 Q1	$364K	Hold	14,000	–	–	0.08%	225
2014 Q4	$358K	Hold	14,000	–	–	0.09%	218
2014 Q3	$350K	Buy	+14,000	New	+$348K	0.11%	224

Other funds holding JPM.PRE.CL

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

PPA

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

Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return

MCM

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

ECM

Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

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

Spirit of America Management Corp sold out of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non (JPM.PRE.CL) in Q4 2017, closing a stake of 24,500 shares — an estimated $655K sold.

Spirit of America Management Corp first reported a position in JPM.PRE.CL in Q3 2014 and held it in 13 quarters. The position peaked at $681K in Q3 2016. 8 funds tracked by Wall St. Rank hold JPM.PRE.CL as of Q4 2017.

Spirit of America Management Corp reported no remaining JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position as of Q4 2017 after selling out during the quarter.
Spirit of America Management Corp sold 24,500 JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non shares in Q4 2017, an estimated $655K.
Spirit of America Management Corp first reported a position in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in Q3 2014 and held it in 13 quarters.
Spirit of America Management Corp's JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position peaked at $681K in Q3 2016.
8 funds tracked by Wall St. Rank held JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non as of Q4 2017.

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