Genesee Valley Trust’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$3.11M Sell
2017
Q4
$3.07M Sell
2017
Q3
$2.83M Sell
2017
Q2
$2.77M Sell
2017
Q1
$2.69K Sell
2016
Q4
$2.91K Sell
2016
Q3
$2.5M Sell
2016
Q2
$2.48M Buy
2016
Q1
$2.31M Buy
2015
Q4
$2.5M Sell
2015
Q3
$2.35M Sell
2015
Q2
$2.73M Sell
2015
Q1
$2.48M Buy
2014
Q4
$2.54M Buy
2014
Q3
$2.41M Buy
2014
Q2
$2.25M Buy
2014
Q1
$2.25M Buy
2013
Q4
$2.09M Buy
2013
Q3
$1.74M Sell
2013
Q2
$1.8M Buy