Genesee Valley Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $3.11M | Sell |
26,956
-1,777
| -6% | -$205K | 1.26% | 13 |
|
|
2017
Q4 | $3.07M | Sell |
28,733
-904
| -3% | -$96.7K | 1.28% | 11 |
|
|
2017
Q3 | $2.83M | Sell |
29,637
-645
| -2% | -$61.6K | 1.16% | 12 |
|
|
2017
Q2 | $2.77M | Sell |
30,282
-388
| -1% | -$35.5K | 1.17% | 12 |
|
|
2017
Q1 | $2.69K | Sell |
30,670
-3,092
| -9% | -$272 | 1.85% | 4 |
|
|
2016
Q4 | $2.91K | Sell |
33,762
-3,861
| -10% | -$333 | 2.06% | 3 |
|
|
2016
Q3 | $2.51M | Sell |
37,623
-2,326
| -6% | -$155K | 1.54% | 4 |
|
|
2016
Q2 | $2.48M | Buy |
39,949
+892
| +2% | +$55.4K | 1.61% | 5 |
|
|
2016
Q1 | $2.31M | Buy |
39,057
+1,276
| +3% | +$75.6K | 1.56% | 4 |
|
|
2015
Q4 | $2.5M | Sell |
37,781
-691
| -2% | -$45.6K | 1.64% | 5 |
|
|
2015
Q3 | $2.35M | Sell |
38,472
-1,775
| -4% | -$108K | 1.56% | 7 |
|
|
2015
Q2 | $2.73M | Sell |
40,247
-625
| -2% | -$42.3K | 1.76% | 6 |
|
|
2015
Q1 | $2.48M | Buy |
40,872
+338
| +0.8% | +$20.5K | 1.53% | 6 |
|
|
2014
Q4 | $2.54M | Buy |
40,534
+588
| +1% | +$36.8K | 1.62% | 6 |
|
|
2014
Q3 | $2.41M | Buy |
39,946
+977
| +3% | +$58.8K | 1.5% | 6 |
|
|
2014
Q2 | $2.25M | Buy |
38,969
+1,979
| +5% | +$114K | 1.35% | 7 |
|
|
2014
Q1 | $2.25M | Buy |
36,990
+1,267
| +4% | +$76.9K | 1.42% | 7 |
|
|
2013
Q4 | $2.09M | Buy |
35,723
+2,164
| +6% | +$127K | 1.39% | 5 |
|
|
2013
Q3 | $1.74M | Sell |
33,559
-579
| -2% | -$29.9K | 1.28% | 5 |
|
|
2013
Q2 | $1.8M | Buy |
+34,138
| New | +$1.8M | 1.41% | 4 |
|