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Genovese Burford & Brothers Wealth & Retirement Plan Management’s JPMorgan Chase JPM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2020
Q4 		$2.71M Buy
21,368
+1,201
+6% +$134K 0.68% 14
2020
Q3 		$1.94M Sell
20,167
-2,592
-11% -$255K 0.55% 16
2020
Q2 		$2.14M Sell
22,759
-61
-0.3% -$5.79K 0.62% 13
2020
Q1 		$2.06M Sell
22,820
-220
-1% -$26.7K 0.57% 12
2019
Q4 		$3.21M Sell
23,040
-151
-0.7% -$19.4K 0.74% 13
2019
Q3 		$2.73M Buy
23,191
+1,283
+6% +$145K 0.68% 14
2019
Q2 		$2.45M Buy
21,908
+258
+1% +$28.4K 0.65% 15
2019
Q1 		$2.19M Buy
21,650
+406
+2% +$41.8K 0.63% 16
2018
Q4 		$2.07M Sell
21,244
-297
-1% -$31.6K 0.67% 14
2018
Q3 		$2.43M Buy
21,541
+2,796
+15% +$317K 0.83% 9
2018
Q2 		$1.95M Sell
18,745
-16
-0.1% -$1.75K 0.7% 10
2018
Q1 		$2.06M Buy
18,761
+2
+0% +$226 0.75% 9
2017
Q4 		$2.17M Buy
18,759
+2,380
+15% +$241K 5.67% 2
2017
Q3 		$1.56M Sell
16,379
-399
-2% -$36.8K 0.64% 12
2017
Q2 		$1.53M Sell
16,778
-119
-0.7% -$10.3K 0.61% 12
2017
Q1 		$1.49M Buy
16,897
+16,432
+3,534% +$1.45M 0.6% 14
2016
Q4 		$42K Sell
465
-15,569
-97% -$1.19M 0.01% 176
2016
Q3 		$1.07M Sell
16,034
-187
-1% -$12.2K 0.42% 14
2016
Q2 		$1.01M Sell
16,221
-129
-0.8% -$8.06K 0.41% 15
2016
Q1 		$968K Buy
16,350
+426
+3% +$24.9K 0.46% 17
2015
Q4 		$1.05M Buy
+15,924
New +$1.04M 0.52% 16

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's JPM Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management increased its JPMorgan Chase (JPM) stake by 6% in Q4 2020, buying an estimated $134K and bringing the position to 21,368 shares worth $2.71M. The position accounts for 0.68% of the portfolio, ranked #14.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in JPM in Q4 2015 and has held it in 21 quarters since. The position peaked at $3.21M in Q4 2019. 3,126 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 21,368 shares of JPMorgan Chase worth $2.71M as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management bought 1,201 JPMorgan Chase shares in Q4 2020, an estimated $134K.
  • JPMorgan Chase made up 0.68% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #14 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in JPMorgan Chase in Q4 2015 and has held it in 21 quarters since.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's JPMorgan Chase position peaked at $3.21M in Q4 2019.
  • 3,126 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.