Geneva Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.31M | Buy |
21,749
+497
| +2% | +$29.9K | 0.04% | 124 |
|
|
2014
Q2 | $1.23M | Buy |
21,252
+360
| +2% | +$20.8K | 0.03% | 123 |
|
|
2014
Q1 | $1.27M | Sell |
20,892
-535
| -2% | -$32.5K | 0.03% | 123 |
|
|
2013
Q4 | $1.25M | Buy |
21,427
+77
| +0.4% | +$4.5K | 0.03% | 121 |
|
|
2013
Q3 | $1.1M | Buy |
21,350
+613
| +3% | +$31.7K | 0.03% | 124 |
|
|
2013
Q2 | $1.1M | Buy |
+20,737
| New | +$1.1M | 0.02% | 118 |
|