RWML
JPM.PRC icon

RAFFA WEALTH MANAGEMENT, LLC’s JPMorgan Chase & Co 6.00% Series EE Preferred Stock JPM.PRC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio JPM.PRC Stock Details JPM.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,500
Closed -$68K – 749
2019
Q2 		$68K Buy
+2,500
New +$66.7K 0.01% 323

Other funds holding JPM.PRC

KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's JPM.PRC Position: Q3 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) in Q3 2019, closing a stake of 2,500 shares — an estimated $68K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in JPM.PRC in Q2 2019 and held it in 1 quarter. The position peaked at $68K in Q2 2019. 6 funds tracked by Wall St. Rank hold JPM.PRC as of Q3 2019.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining JPMorgan Chase & Co 6.00% Series EE Preferred Stock position as of Q3 2019 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 2,500 JPMorgan Chase & Co 6.00% Series EE Preferred Stock shares in Q3 2019, an estimated $68K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in Q2 2019 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's JPMorgan Chase & Co 6.00% Series EE Preferred Stock position peaked at $68K in Q2 2019.
  • 6 funds tracked by Wall St. Rank held JPMorgan Chase & Co 6.00% Series EE Preferred Stock as of Q3 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2019, filed 27 Jul 2026.