Geneva Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$527K | 0.38% | 50 |
|
|
2021
Q2 | $1.27M | Buy |
+8,185
| New | +$1.27M | 0.58% | 42 |
|
|
2020
Q1 | – | Sell |
-36,839
| Closed | -$5.14M | – | 66 |
|
|
2019
Q4 | $5.14M | Buy |
36,839
+1,125
| +3% | +$157K | 3.54% | 7 |
|
|
2019
Q3 | $4.2M | Buy |
35,714
+517
| +1% | +$60.8K | 3.27% | 7 |
|
|
2019
Q2 | $3.94M | Sell |
35,197
-359
| -1% | -$40.1K | 3.18% | 10 |
|
|
2019
Q1 | $3.6M | Sell |
35,556
-3,330
| -9% | -$337K | 3.07% | 11 |
|
|
2018
Q4 | $3.8M | Buy |
38,886
+1,039
| +3% | +$101K | 4.39% | 4 |
|
|
2018
Q3 | $4.27M | Sell |
37,847
-175
| -0.5% | -$19.7K | 3.28% | 6 |
|
|
2018
Q2 | $3.96M | Sell |
38,022
-1,773
| -4% | -$185K | 3.14% | 8 |
|
|
2018
Q1 | $4.38M | Sell |
39,795
-1,805
| -4% | -$198K | 3.6% | 6 |
|
|
2017
Q4 | $4.45M | Sell |
41,600
-210
| -0.5% | -$22.5K | 3.33% | 6 |
|
|
2017
Q3 | $3.99M | Buy |
+41,810
| New | +$3.99M | 3.15% | 8 |
|
|
2016
Q2 | $3.59M | Buy |
+39,325
| New | +$3.59M | 3.22% | 4 |
|