GBBWRPM
JPM.WS

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

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,000
Closed -$70K – 446
2018
Q1 		$70K Hold
1,000
– – 0.03% 144
2017
Q4 		$76K Buy
+1,000
New +$60.1K 0.2% 79

Other funds holding JPM.WS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
VIA
Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's JPM.WS Position: Q2 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of JPMorgan Chase (JPM.WS) in Q2 2018, closing a stake of 1,000 shares — an estimated $70K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in JPM.WS in Q4 2017 and held it in 2 quarters. The position peaked at $76K in Q4 2017. 43 funds tracked by Wall St. Rank hold JPM.WS as of Q2 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining JPMorgan Chase position as of Q2 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,000 JPMorgan Chase shares in Q2 2018, an estimated $70K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in JPMorgan Chase in Q4 2017 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's JPMorgan Chase position peaked at $76K in Q4 2017.
  • 43 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2018, filed 2 Aug 2018.