Geneos Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Sell |
83,188
-46,648
| -36% | -$13.5M | 0.59% | 31 |
|
|
2025
Q1 | $36M | Buy |
129,836
+71,843
| +124% | +$19.9M | 0.52% | 36 |
|
|
2024
Q4 | $13.9M | Sell |
57,993
-736
| -1% | -$176K | 0.49% | 37 |
|
|
2024
Q3 | $12.4M | Buy |
58,729
+7,712
| +15% | +$1.63M | 0.47% | 40 |
|
|
2024
Q2 | $10.3M | Buy |
51,017
+3,797
| +8% | +$768K | 0.46% | 46 |
|
|
2024
Q1 | $9.46M | Sell |
47,220
-185
| -0.4% | -$37.1K | 0.43% | 48 |
|
|
2023
Q4 | $8.06M | Sell |
47,405
-5,021
| -10% | -$854K | 0.4% | 53 |
|
|
2023
Q3 | $7.6M | Buy |
52,426
+1,435
| +3% | +$208K | 0.39% | 50 |
|
|
2023
Q2 | $7.42M | Buy |
50,991
+6,264
| +14% | +$911K | 0.39% | 50 |
|
|
2023
Q1 | $5.83M | Sell |
44,727
-10,067
| -18% | -$1.31M | 0.35% | 63 |
|
|
2022
Q4 | $7.35M | Sell |
54,794
-7,886
| -13% | -$1.06M | 0.45% | 38 |
|
|
2022
Q3 | $6.55M | Sell |
62,680
-24,532
| -28% | -$2.56M | 0.45% | 41 |
|
|
2022
Q2 | $9.95M | Buy |
87,212
+4,479
| +5% | +$511K | 0.49% | 38 |
|
|
2022
Q1 | $11.3M | Sell |
82,733
-3,900
| -5% | -$532K | 0.48% | 37 |
|
|
2021
Q4 | $13.7M | Sell |
86,633
-3,179
| -4% | -$504K | 0.52% | 37 |
|
|
2021
Q3 | $15M | Buy |
89,812
+4,065
| +5% | +$680K | 0.58% | 35 |
|
|
2021
Q2 | $13.4M | Sell |
85,747
-24,551
| -22% | -$3.83M | 0.52% | 36 |
|
|
2021
Q1 | $17M | Sell |
110,298
-1,058
| -1% | -$163K | 0.47% | 45 |
|
|
2020
Q4 | $14.2M | Buy |
111,356
+25,433
| +30% | +$3.25M | 0.57% | 34 |
|
|
2020
Q3 | $8.03M | Buy |
85,923
+2,018
| +2% | +$189K | 0.42% | 51 |
|
|
2020
Q2 | $7.77M | Buy |
83,905
+38,441
| +85% | +$3.56M | 0.43% | 48 |
|
|
2020
Q1 | $4.14M | Buy |
45,464
+1,361
| +3% | +$124K | 0.28% | 79 |
|
|
2019
Q4 | $6.14M | Buy |
44,103
+1,104
| +3% | +$154K | 0.33% | 77 |
|
|
2019
Q3 | $5.06M | Sell |
42,999
-2,338
| -5% | -$275K | 0.3% | 85 |
|
|
2019
Q2 | $5.07M | Sell |
45,337
-851
| -2% | -$95.2K | 0.31% | 82 |
|
|
2019
Q1 | $4.68M | Buy |
46,188
+577
| +1% | +$58.4K | 0.31% | 82 |
|
|
2018
Q4 | $4.42M | Buy |
45,611
+1,002
| +2% | +$97K | 0.33% | 77 |
|
|
2018
Q3 | $5.03M | Buy |
44,609
+4,017
| +10% | +$453K | 0.34% | 76 |
|
|
2018
Q2 | $4.23M | Sell |
40,592
-922
| -2% | -$96.1K | 0.33% | 86 |
|
|
2018
Q1 | $4.57M | Sell |
41,514
-2,832
| -6% | -$311K | 0.4% | 68 |
|
|
2017
Q4 | $4.74M | Buy |
44,346
+4,882
| +12% | +$522K | 0.42% | 66 |
|
|
2017
Q3 | $3.77M | Sell |
39,464
-9,239
| -19% | -$882K | 0.37% | 74 |
|
|
2017
Q2 | $4.45M | Buy |
48,703
+13,569
| +39% | +$1.24M | 0.46% | 58 |
|
|
2017
Q1 | $3.09M | Sell |
35,134
-294
| -0.8% | -$25.8K | 0.32% | 84 |
|
|
2016
Q4 | $3.06M | Sell |
35,428
-433
| -1% | -$37.4K | 0.4% | 65 |
|
|
2016
Q3 | $2.39M | Sell |
35,861
-207
| -0.6% | -$13.8K | 0.32% | 77 |
|
|
2016
Q2 | $2.21M | Buy |
36,068
+844
| +2% | +$51.7K | 0.32% | 75 |
|
|
2016
Q1 | $2.09M | Buy |
+35,224
| New | +$2.09M | 0.32% | 73 |
|