WFMPM
JPM.PRF.CL

Woodley Farra Manion Portfolio Management’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History

Woodley Farra Manion Portfolio Management’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
Q4 		– Sell
-34,024
Closed -$870K – 428
2019
Q3 		$870K Sell
34,024
-795
-2% -$20.4K 0.09% 57
2019
Q2 		$897K Sell
34,819
-175
-0.5% -$4.5K 0.09% 57
2019
Q1 		$909K Sell
34,994
-3,025
-8% -$78.2K 0.1% 54
2018
Q4 		$963K Sell
38,019
-405
-1% -$10.3K 0.12% 53
2018
Q3 		$991K Buy
38,424
+1,520
+4% +$39.7K 0.1% 56
2018
Q2 		$967K Buy
36,904
+35
+0.1% +$912 0.11% 57
2018
Q1 		$965K Sell
36,869
-3,325
-8% -$86.7K 0.11% 56
2017
Q4 		$1.06M Buy
40,194
+4,389
+12% +$118K 0.12% 55
2017
Q3 		$957K Buy
+35,805
New +$962K 0.11% 62

Other funds holding JPM.PRF.CL

SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
AAM
AR Asset Management West Hollywood, California $546M AUM 24.08% 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

Woodley Farra Manion Portfolio Management's JPM.PRF.CL Position: Q4 2019 in Review

Woodley Farra Manion Portfolio Management sold out of JPMorgan Chase & Co. Called (JPM.PRF.CL) in Q4 2019, closing a stake of 34,024 shares — an estimated $870K sold.

Woodley Farra Manion Portfolio Management first reported a position in JPM.PRF.CL in Q3 2017 and held it in 9 quarters. The position peaked at $1.06M in Q4 2017. 7 funds tracked by Wall St. Rank hold JPM.PRF.CL as of Q4 2019.

  • Woodley Farra Manion Portfolio Management reported no remaining JPMorgan Chase & Co. Called position as of Q4 2019 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 34,024 JPMorgan Chase & Co. Called shares in Q4 2019, an estimated $870K.
  • Woodley Farra Manion Portfolio Management first reported a position in JPMorgan Chase & Co. Called in Q3 2017 and held it in 9 quarters.
  • Woodley Farra Manion Portfolio Management's JPMorgan Chase & Co. Called position peaked at $1.06M in Q4 2017.
  • 7 funds tracked by Wall St. Rank held JPMorgan Chase & Co. Called as of Q4 2019.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q4 2019, filed 14 Feb 2020.