WCG
JPM.PRF.CL

Weaver Consulting Group’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History

Weaver Consulting Group’s Portfolio JPM.PRF.CL Stock Details JPM.PRF.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-15,994
Closed -$411K – 920
2019
Q1 		$411K Buy
+15,994
New +$414K 0.12% 131

Other funds holding JPM.PRF.CL

MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
AAM
AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Weaver Consulting Group's JPM.PRF.CL Position: Q2 2019 in Review

Weaver Consulting Group sold out of JPMorgan Chase & Co. Called (JPM.PRF.CL) in Q2 2019, closing a stake of 15,994 shares — an estimated $411K sold.

Weaver Consulting Group first reported a position in JPM.PRF.CL in Q1 2019 and held it in 1 quarter. The position peaked at $411K in Q1 2019. 9 funds tracked by Wall St. Rank hold JPM.PRF.CL as of Q2 2019.

  • Weaver Consulting Group reported no remaining JPMorgan Chase & Co. Called position as of Q2 2019 after selling out during the quarter.
  • Weaver Consulting Group sold 15,994 JPMorgan Chase & Co. Called shares in Q2 2019, an estimated $411K.
  • Weaver Consulting Group first reported a position in JPMorgan Chase & Co. Called in Q1 2019 and held it in 1 quarter.
  • Weaver Consulting Group's JPMorgan Chase & Co. Called position peaked at $411K in Q1 2019.
  • 9 funds tracked by Wall St. Rank held JPMorgan Chase & Co. Called as of Q2 2019.

Based on Weaver Consulting Group's 13F filing for Q2 2019, filed 5 Aug 2019.