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Jp Morgan 5.75 prd shares owned by Private Ocean

Quarter-by-quarter ownership of Jp Morgan 5.75 prd (JPM.PD) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in Jp Morgan 5.75 prd

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All positions including Jp Morgan 5.75 prd held by Private Ocean consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jp Morgan 5.75 prd by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.7k 307 25.02
2023-12-31 $7.7k 307 25.00
2023-09-30 $7.3k 307 23.81
2023-06-30 $7.7k 307 25.14
2023-03-31 $7.6k 307 24.91

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iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
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View all positions for Private Ocean

Top funds holding Jp Morgan 5.75 prd

Mathes Company
Bartlett & Co.
Bartlett & Co. Wealth Management
Roanoke Asset Management Corp/ Ny
Pnc Financial Services
Thompson Investment Management
Private Ocean

View all funds holding Jp Morgan 5.75 prd