A detailed history of Genesee Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Genesee Capital Advisors, LLC holds 1,386 shares of JPM stock, worth $329,313. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,386
Holding current value
$329,313
% of portfolio
0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$194.9 - $224.8 $270,131 - $311,572
1,386 New
1,386 $292,000
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $168,391 - $211,342
1,241 New
1,241 $211,000
Q2 2020

Jul 20, 2020

SELL
$84.03 - $113.45 $719,380 - $971,245
-8,561 Closed
0 $0
Q1 2020

Apr 16, 2020

SELL
$79.03 - $141.09 $62,275 - $111,178
-788 Reduced 8.43%
8,561 $770,000
Q4 2019

Jan 14, 2020

BUY
$111.82 - $139.4 $26,165 - $32,619
234 Added 2.57%
9,349 $1.3 Million
Q3 2019

Oct 15, 2019

SELL
$104.8 - $120.23 $51,037 - $58,552
-487 Reduced 5.07%
9,115 $1.07 Million
Q2 2019

Jul 19, 2019

SELL
$104.64 - $116.12 $60,377 - $67,001
-577 Reduced 5.67%
9,602 $1.07 Million
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $73,123 - $80,714
753 Added 7.99%
10,179 $1.03 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $868,511 - $1.09 Million
9,426 New
9,426 $920,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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