GA
Geneva Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $153M | Buy |
1,677,445
+27,986
| +2% | +$2.56M | 2.64% | 5 |
|
|
2017
Q1 | $145M | Buy |
1,649,459
+12,081
| +0.7% | +$1.06M | 2.59% | 6 |
|
|
2016
Q4 | $141M | Sell |
1,637,378
-23,732
| -1% | -$2.05M | 2.76% | 3 |
|
|
2016
Q3 | $111M | Sell |
1,661,110
-18,796
| -1% | -$1.25M | 2.08% | 7 |
|
|
2016
Q2 | $104M | Buy |
1,679,906
+37,040
| +2% | +$2.3M | 2.06% | 6 |
|
|
2016
Q1 | $97.3M | Sell |
1,642,866
-270,676
| -14% | -$16M | 1.96% | 8 |
|
|
2015
Q4 | $126M | Buy |
1,913,542
+171,808
| +10% | +$11.3M | 2.43% | 6 |
|
|
2015
Q3 | $106M | Sell |
1,741,734
-30,928
| -2% | -$1.89M | 2.14% | 7 |
|
|
2015
Q2 | $120M | Sell |
1,772,662
-8,823
| -0.5% | -$598K | 2.15% | 5 |
|
|
2015
Q1 | $108M | Sell |
1,781,485
-70,372
| -4% | -$4.26M | 1.95% | 7 |
|
|
2014
Q4 | $116M | Buy |
1,851,857
+217,543
| +13% | +$13.6M | 2.16% | 3 |
|
|
2014
Q3 | $98.5M | Buy |
1,634,314
+17,422
| +1% | +$1.05M | 1.86% | 4 |
|
|
2014
Q2 | $93.2M | Buy |
1,616,892
+64,347
| +4% | +$3.71M | 1.7% | 10 |
|
|
2014
Q1 | $94.3M | Buy |
1,552,545
+898,595
| +137% | +$54.6M | 1.73% | 8 |
|
|
2013
Q4 | $38.2M | Buy |
653,950
+572,084
| +699% | +$33.5M | 0.71% | 57 |
|
|
2013
Q3 | $4.23M | Buy |
81,866
+2,427
| +3% | +$125K | 0.09% | 121 |
|
|
2013
Q2 | $4.19M | Buy |
+79,439
| New | +$4.19M | 0.1% | 110 |
|