JPMORGAN INCOME BUILDER - C's ticker is and the CUSIP is 4812A3270.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $35,000 | +1066.7% | 3,362 | +963.9% | 0.00% | – |
| Q3 2015 | $3,000 | 0.0% | 316 | +1.0% | 0.00% | – |
| Q2 2015 | $3,000 | 0.0% | 313 | +1.3% | 0.00% | – |
| Q1 2015 | $3,000 | -62.5% | 309 | -61.7% | 0.00% | -100.0% |
| Q4 2014 | $8,000 | -50.0% | 807 | -49.0% | 0.00% | 0.0% |
| Q3 2014 | $16,000 | +100.0% | 1,581 | +100.9% | 0.00% | 0.0% |
| Q2 2014 | $8,000 | 0.0% | 787 | +1.4% | 0.00% | 0.0% |
| Q1 2014 | $8,000 | 0.0% | 776 | +0.9% | 0.00% | 0.0% |
| Q4 2013 | $8,000 | 0.0% | 769 | +0.9% | 0.00% | 0.0% |
| Q3 2013 | $8,000 | – | 762 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REILLY FINANCIAL ADVISORS, LLC | 1,932 | $19,000 | 0.00% |
| WealthPLAN Partners, LLC | 1,047 | $10,134,000 | 0.00% |