GPW
JPM icon

Genesis Private Wealth’s JPMorgan Chase JPM Stock Holding History

Genesis Private Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$624K Sell
2,151
-14
-0.6% -$4.06K 0.29% 46
2025
Q1 		$531K Sell
2,165
-48
-2% -$11.8K 0.28% 47
2024
Q4 		$531K Buy
+2,213
New +$531K 0.29% 46