Genovese Burford & Brothers Wealth & Retirement Plan Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.72M | Buy |
21,368
+1,201
| +6% | +$153K | 0.68% | 14 |
|
|
2020
Q3 | $1.94M | Sell |
20,167
-2,592
| -11% | -$249K | 0.55% | 16 |
|
|
2020
Q2 | $2.14M | Sell |
22,759
-61
| -0.3% | -$5.74K | 0.62% | 13 |
|
|
2020
Q1 | $2.06M | Sell |
22,820
-220
| -1% | -$19.8K | 0.57% | 12 |
|
|
2019
Q4 | $3.21M | Sell |
23,040
-151
| -0.7% | -$21.1K | 0.74% | 13 |
|
|
2019
Q3 | $2.73M | Buy |
23,191
+1,283
| +6% | +$151K | 0.68% | 14 |
|
|
2019
Q2 | $2.45M | Buy |
21,908
+258
| +1% | +$28.8K | 0.65% | 15 |
|
|
2019
Q1 | $2.19M | Buy |
21,650
+406
| +2% | +$41.1K | 0.63% | 16 |
|
|
2018
Q4 | $2.07M | Sell |
21,244
-297
| -1% | -$29K | 0.67% | 14 |
|
|
2018
Q3 | $2.43M | Buy |
21,541
+2,796
| +15% | +$316K | 0.83% | 9 |
|
|
2018
Q2 | $1.95M | Sell |
18,745
-16
| -0.1% | -$1.67K | 0.7% | 10 |
|
|
2018
Q1 | $2.06M | Buy |
18,761
+2
| +0% | +$220 | 0.75% | 9 |
|
|
2017
Q4 | $2.17M | Buy |
18,759
+2,380
| +15% | +$275K | 5.67% | 2 |
|
|
2017
Q3 | $1.56M | Sell |
16,379
-399
| -2% | -$38.1K | 0.64% | 12 |
|
|
2017
Q2 | $1.53M | Sell |
16,778
-119
| -0.7% | -$10.9K | 0.61% | 12 |
|
|
2017
Q1 | $1.49M | Buy |
16,897
+16,432
| +3,534% | +$1.44M | 0.6% | 14 |
|
|
2016
Q4 | $42K | Sell |
465
-15,569
| -97% | -$1.41M | 0.01% | 176 |
|
|
2016
Q3 | $1.07M | Sell |
16,034
-187
| -1% | -$12.4K | 0.42% | 14 |
|
|
2016
Q2 | $1.01M | Sell |
16,221
-129
| -0.8% | -$8.01K | 0.41% | 15 |
|
|
2016
Q1 | $968K | Buy |
16,350
+426
| +3% | +$25.2K | 0.46% | 17 |
|
|
2015
Q4 | $1.05M | Buy |
+15,924
| New | +$1.05M | 0.52% | 16 |
|