Geneva Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $786K | Hold |
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|
2021
Q3 | $813K | Sell |
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|
2021
Q2 | $1.27M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5.13M | Buy |
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|
2019
Q3 | $4.2M | Buy |
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|
2019
Q2 | $3.94M | Sell |
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|
2019
Q1 | $3.6M | Sell |
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|
2018
Q4 | $3.8M | Buy |
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|
2018
Q3 | $4.27M | Sell |
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|
2018
Q2 | $3.96M | Sell |
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|
2018
Q1 | $4.38M | Sell |
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|
2017
Q4 | $4.45M | Sell |
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|
2017
Q3 | $3.99M | Buy |
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|
2016
Q2 | $3.59M | Buy |
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