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

Spirit of America Management Corp’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
2016 Q4	–	Sell	-4,000	Closed	-$109K	–	372
2016 Q3	$109K	Hold	4,000	–	–	0.01%	318
2016 Q2	$107K	Hold	4,000	–	–	0.02%	306
2016 Q1	$104K	Hold	4,000	–	–	0.02%	304
2015 Q4	$104K	Hold	4,000	–	–	0.02%	302
2015 Q3	$100K	Buy	+4,000	New	+$99.8K	0.02%	307

Other funds holding JPM.PRH

ECM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Spirit of America Management Corp's JPM.PRH Position: Q4 2016 in Review

Spirit of America Management Corp sold out of JPMorgan Chase & Co. (JPM.PRH) in Q4 2016, closing a stake of 4,000 shares — an estimated $109K sold.

Spirit of America Management Corp first reported a position in JPM.PRH in Q3 2015 and held it in 5 quarters. The position peaked at $109K in Q3 2016. 3 funds tracked by Wall St. Rank hold JPM.PRH as of Q4 2016.

Spirit of America Management Corp reported no remaining JPMorgan Chase & Co. position as of Q4 2016 after selling out during the quarter.
Spirit of America Management Corp sold 4,000 JPMorgan Chase & Co. shares in Q4 2016, an estimated $109K.
Spirit of America Management Corp first reported a position in JPMorgan Chase & Co. in Q3 2015 and held it in 5 quarters.
Spirit of America Management Corp's JPMorgan Chase & Co. position peaked at $109K in Q3 2016.
3 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q4 2016.

Based on Spirit of America Management Corp's 13F filing for Q4 2016, filed 12 Jan 2017.