Genesis Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
$282K Hold
4,165
0.23% 44
2015
Q1
$250K Sell
4,165
-100
-2% -$6K 0.21% 54
2014
Q4
$261K Buy
+4,265
New +$261K 0.21% 56