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Geneva Partners’s JPMorgan Chase JPM Stock Holding History

Geneva Partners’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
2022
Q1 		– Sell
-4,965
Closed -$786K – 102
2021
Q4 		$786K Hold
4,965
– – 0.37% 57
2021
Q3 		$813K Sell
4,965
-3,220
-39% -$505K 0.38% 50
2021
Q2 		$1.27M Buy
+8,185
New +$1.29M 0.58% 42
2020
Q1 		– Sell
-36,839
Closed -$5.13M – 66
2019
Q4 		$5.13M Buy
36,839
+1,125
+3% +$144K 3.54% 7
2019
Q3 		$4.2M Buy
35,714
+517
+1% +$58.5K 3.27% 7
2019
Q2 		$3.94M Sell
35,197
-359
-1% -$39.6K 3.18% 10
2019
Q1 		$3.6M Sell
35,556
-3,330
-9% -$343K 3.07% 11
2018
Q4 		$3.8M Buy
38,886
+1,039
+3% +$111K 4.39% 4
2018
Q3 		$4.27M Sell
37,847
-175
-0.5% -$19.9K 3.28% 6
2018
Q2 		$3.96M Sell
38,022
-1,773
-4% -$194K 3.14% 8
2018
Q1 		$4.38M Sell
39,795
-1,805
-4% -$204K 3.6% 6
2017
Q4 		$4.45M Sell
41,600
-210
-0.5% -$21.3K 3.33% 6
2017
Q3 		$3.99M Buy
+41,810
New +$3.86M 3.15% 8
2016
Q2 		$3.59M Buy
+39,325
New +$2.46M 3.22% 4

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneva Partners's JPM Position: Q1 2022 in Review

Geneva Partners sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 4,965 shares — an estimated $786K sold.

Geneva Partners first reported a position in JPM in Q2 2016 and held it in 14 quarters. The position peaked at $5.13M in Q4 2019. 3,511 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Geneva Partners reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
  • Geneva Partners sold 4,965 JPMorgan Chase shares in Q1 2022, an estimated $786K.
  • Geneva Partners first reported a position in JPMorgan Chase in Q2 2016 and held it in 14 quarters.
  • Geneva Partners's JPMorgan Chase position peaked at $5.13M in Q4 2019.
  • 3,511 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Geneva Partners's 13F filing for Q1 2022, filed 3 May 2022.