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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $524K | Buy |
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|
2025
Q2 | $480K | Buy |
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|
2025
Q1 | $404K | Buy |
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|
2024
Q4 | $394K | Buy |
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|
2024
Q3 | $292K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $211K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $770K | Sell |
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|
2019
Q4 | $1.3M | Buy |
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|
2019
Q3 | $1.07M | Sell |
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|
2019
Q2 | $1.07M | Sell |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $920K | Buy |
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