Genovese Burford & Brothers Wealth & Retirement Plan Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.71M | Buy |
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|
2020
Q3 | $1.94M | Sell |
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|
2020
Q2 | $2.14M | Sell |
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|
2020
Q1 | $2.06M | Sell |
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|
2019
Q4 | $3.21M | Sell |
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|
2019
Q3 | $2.73M | Buy |
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|
2019
Q2 | $2.45M | Buy |
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|
2019
Q1 | $2.19M | Buy |
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|
2018
Q4 | $2.07M | Sell |
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|
2018
Q3 | $2.43M | Buy |
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|
2018
Q2 | $1.95M | Sell |
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|
2018
Q1 | $2.06M | Buy |
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|
2017
Q4 | $2.17M | Buy |
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|
2017
Q3 | $1.56M | Sell |
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|
2017
Q2 | $1.53M | Sell |
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|
2017
Q1 | $1.49M | Buy |
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|
2016
Q4 | $42K | Sell |
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|
2016
Q3 | $1.07M | Sell |
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|
2016
Q2 | $1.01M | Sell |
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|
2016
Q1 | $968K | Buy |
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|
2015
Q4 | $1.05M | Buy |
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