WP
JPM.PRA.CL

WealthPLAN Partners’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

WealthPLAN Partners’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
2016
Q3 		– Sell
-2,383
Closed -$62.3K – 1101
2016
Q2 		$62.3K Buy
+2,383
New +$61.3K 0.01% 808
2015
Q4 		$9.34K Buy
+370
New +$9.18K ﹤0.01% 1171

Other funds holding JPM.PRA.CL

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
PAM
Private Asset Management San Diego, California $426M AUM 20.27% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5M AUM 5.91% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
ECM
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return

WealthPLAN Partners's JPM.PRA.CL Position: Q3 2016 in Review

WealthPLAN Partners 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 Q3 2016, closing a stake of 2,383 shares — an estimated $62.3K sold.

WealthPLAN Partners first reported a position in JPM.PRA.CL in Q4 2015 and held it in 2 quarters. The position peaked at $62.3K in Q2 2016. 9 funds tracked by Wall St. Rank hold JPM.PRA.CL as of Q3 2016.

  • WealthPLAN Partners 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 Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 2,383 JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C shares in Q3 2016, an estimated $62.3K.
  • WealthPLAN Partners 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 Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C position peaked at $62.3K in Q2 2016.
  • 9 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 Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.