Genesee Capital Advisors’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 | $480K | Buy |
1,655
+7
| +0.4% | +$2.03K | 0.22% | 77 |
|
|
2025
Q1 | $404K | Buy |
1,648
+6
| +0.4% | +$1.47K | 0.2% | 85 |
|
|
2024
Q4 | $394K | Buy |
1,642
+256
| +18% | +$61.4K | 0.18% | 85 |
|
|
2024
Q3 | $292K | Buy |
+1,386
| New | +$292K | 0.14% | 95 |
|
|
2024
Q1 | – | Sell |
-1,241
| Closed | -$211K | – | 126 |
|
|
2023
Q4 | $211K | Buy |
+1,241
| New | +$211K | 0.13% | 101 |
|
|
2020
Q2 | – | Sell |
-8,561
| Closed | -$770K | – | 78 |
|
|
2020
Q1 | $770K | Sell |
8,561
-788
| -8% | -$70.9K | 0.74% | 46 |
|
|
2019
Q4 | $1.3M | Buy |
9,349
+234
| +3% | +$32.6K | 1.11% | 27 |
|
|
2019
Q3 | $1.07M | Sell |
9,115
-487
| -5% | -$57.3K | 0.99% | 32 |
|
|
2019
Q2 | $1.07M | Sell |
9,602
-577
| -6% | -$64.5K | 1.08% | 29 |
|
|
2019
Q1 | $1.03M | Buy |
10,179
+753
| +8% | +$76.2K | 1.24% | 21 |
|
|
2018
Q4 | $920K | Buy |
+9,426
| New | +$920K | 1.5% | 23 |
|