Genesee Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$484K	Sell	1,647 -20	-1%	-$6.07K	0.2%	86
2025 Q4	$537K	Buy	1,667 +6	+0.4%	+$1.86K	0.22%	79
2025 Q3	$524K	Buy	1,661 +6	+0.4%	+$1.78K	0.23%	74
2025 Q2	$480K	Buy	1,655 +7	+0.4%	+$1.79K	0.22%	77
2025 Q1	$404K	Buy	1,648 +6	+0.4%	+$1.53K	0.2%	85
2024 Q4	$394K	Buy	1,642 +256	+18%	+$59.6K	0.18%	85
2024 Q3	$292K	Buy	+1,386	New	+$292K	0.14%	95
2024 Q1	–	Sell	-1,241	Closed	-$211K	–	125
2023 Q4	$211K	Buy	+1,241	New	+$188K	0.13%	101
2020 Q2	–	Sell	-8,561	Closed	-$770K	–	78
2020 Q1	$770K	Sell	8,561 -788	-8%	-$95.7K	0.74%	46
2019 Q4	$1.3M	Buy	9,349 +234	+3%	+$30K	1.11%	27
2019 Q3	$1.07M	Sell	9,115 -487	-5%	-$55.1K	0.99%	32
2019 Q2	$1.07M	Sell	9,602 -577	-6%	-$63.6K	1.08%	29
2019 Q1	$1.03M	Buy	10,179 +753	+8%	+$77.6K	1.24%	21
2018 Q4	$920K	Buy	+9,426	New	+$1M	1.5%	23