Geneva Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $153M | Buy |
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|
2017
Q1 | $145M | Buy |
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|
2016
Q4 | $141M | Sell |
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|
2016
Q3 | $111M | Sell |
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|
2016
Q2 | $104M | Buy |
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|
2016
Q1 | $97.3M | Sell |
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|
2015
Q4 | $126M | Buy |
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|
2015
Q3 | $106M | Sell |
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|
2015
Q2 | $120M | Sell |
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|
2015
Q1 | $108M | Sell |
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|
2014
Q4 | $116M | Buy |
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|
2014
Q3 | $98.5M | Buy |
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|
2014
Q2 | $93.2M | Buy |
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|
2014
Q1 | $94.3M | Buy |
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|
2013
Q4 | $38.2M | Buy |
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|
2013
Q3 | $4.23M | Buy |
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|
2013
Q2 | $4.19M | Buy |
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