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Genesis Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Genesis Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$282K Hold
4,165
– – 0.23% 44
2015
Q1 		$250K Sell
4,165
-100
-2% -$5.92K 0.21% 54
2014
Q4 		$261K Buy
+4,265
New +$257K 0.21% 56

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Genesis Wealth Advisors's JPM Position: Q2 2015 in Review

Genesis Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q2 2015 at 4,165 shares worth $282K. The position accounts for 0.23% of the portfolio, ranked #44.

Genesis Wealth Advisors first reported a position in JPM in Q4 2014 and has held it in 3 quarters since. 1,848 funds tracked by Wall St. Rank hold JPM as of Q2 2015.

  • Genesis Wealth Advisors held 4,165 shares of JPMorgan Chase worth $282K as of Q2 2015.
  • Genesis Wealth Advisors left its JPMorgan Chase share count unchanged in Q2 2015.
  • JPMorgan Chase made up 0.23% of Genesis Wealth Advisors's portfolio in Q2 2015, its #44 holding.
  • Genesis Wealth Advisors first reported a position in JPMorgan Chase in Q4 2014 and has held it in 3 quarters since.
  • 1,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.