Geier Asset Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$3.66M Sell
23,528
-679
-3% -$106K 2.56% 10
2021
Q1
$3.71M Sell
24,207
-112
-0.5% -$17.2K 2.72% 10
2020
Q4
$3.58M Buy
+24,319
New +$3.58M 2.91% 9