Genus Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
53,068
+15,715
| +42% | +$4.56M | 1.96% | 11 |
|
|
2025
Q1 | $9.16M | Buy |
+37,353
| New | +$9.16M | 1.33% | 19 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 117 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 120 |
|
|
2024
Q2 | – | Sell |
-51,286
| Closed | -$10.3M | – | 119 |
|
|
2024
Q1 | $10.3M | Buy |
+51,286
| New | +$10.3M | 1.33% | 16 |
|
|
2023
Q4 | – | Sell |
-82,515
| Closed | -$12M | – | 122 |
|
|
2023
Q3 | $12M | Buy |
82,515
+12,520
| +18% | +$1.82M | 1.88% | 12 |
|
|
2023
Q2 | $10.2M | Buy |
+69,995
| New | +$10.2M | 1.5% | 16 |
|