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Gen-Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Gen-Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.2M Buy
9,777
+511
+6% +$159K 0.89% 20
2026
Q1 		$2.73M Buy
9,266
+537
+6% +$163K 0.86% 25
2025
Q4 		$2.81M Buy
8,729
+952
+12% +$295K 0.9% 21
2025
Q3 		$2.45M Buy
7,777
+407
+6% +$121K 0.83% 21
2025
Q2 		$2.14M Sell
7,370
-261
-3% -$66.6K 0.82% 24
2025
Q1 		$1.87M Buy
7,631
+118
+2% +$30.1K 0.78% 31
2024
Q4 		$1.8M Sell
7,513
-840
-10% -$196K 0.77% 23
2024
Q3 		$1.87M Sell
8,353
-399
-5% -$84K 0.82% 19
2024
Q2 		$1.77M Buy
8,752
+71
+0.8% +$13.9K 0.86% 24
2024
Q1 		$1.74M Buy
+8,681
New +$1.57M 0.86% 25

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Gen-Wealth Partners's JPM Position: Q2 2026 in Review

Gen-Wealth Partners increased its JPMorgan Chase (JPM) stake by 5.5% in Q2 2026, buying an estimated $159K and bringing the position to 9,777 shares worth $3.2M. The position accounts for 0.89% of the portfolio, ranked #20.

Gen-Wealth Partners first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gen-Wealth Partners held 9,777 shares of JPMorgan Chase worth $3.2M as of Q2 2026.
  • Gen-Wealth Partners bought 511 JPMorgan Chase shares in Q2 2026, an estimated $159K.
  • JPMorgan Chase made up 0.89% of Gen-Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • Gen-Wealth Partners first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.