JPMorgan Chase Preferred 6.3- Series E (JPMPRECL)
Institutional ownership reported to the SEC as of Q2 2019, across 3 quarters.
7
Reporting holders
$2.4M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EVERETT HARRIS & CO /CA/ | $1.7M | 65,000 | 0.04% | 3q | HELD |
| PLIMOTH TRUST CO LLC | $360.0K | 13,915 | 0.12% | 3q | -3.1%-$11.6K |
| Maryland Capital Management | $253.0K | 9,775 | 0.03% | 3q | HELD |
| Estabrook Capital Management | $47.9K | 1,850 | 0.01% | 3q | HELD |
| Intercontinental Wealth Advisors, LLC | $39.0K | 1,500 | 0.02% | 3q | HELD |
| Edge Wealth Management LLC | $26.0K | 1,000 | 0.01% | 3q | HELD |
| SONORA INVESTMENT MANAGEMENT, LLC | $3.0K | 127 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2019 | 7 | $2.4M | 93,167 | 0 | 0 | 1 | 0.0% |
| Q1 2019 | 7 | $2.5M | 93,617 | 0 | 1 | 0 | 0.0% |
| Q4 2018 | 9 | $5.3M | 209,533 | 0 | 0 | 0 | 0.0% |