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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,000
Closed -$70K 445
2018
Q1
$70K Hold
1,000
0.03% 144
2017
Q4
$76K Buy
+1,000
New +$76K 0.2% 79