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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gen-Wealth Partners's JPM Position: Q1 2026 in Review

Gen-Wealth Partners increased its JPMorgan Chase (JPM) stake by 6.2% in Q1 2026, buying an estimated $163K and bringing the position to 9,266 shares worth $2.73M. The position accounts for 0.86% of the portfolio, ranked #25.

Gen-Wealth Partners first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.81M in Q4 2025. 5,062 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Gen-Wealth Partners held 9,266 shares of JPMorgan Chase worth $2.73M as of Q1 2026.
  • Gen-Wealth Partners bought 537 JPMorgan Chase shares in Q1 2026, an estimated $163K.
  • JPMorgan Chase made up 0.86% of Gen-Wealth Partners's portfolio in Q1 2026, its #25 holding.
  • Gen-Wealth Partners first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's JPMorgan Chase position peaked at $2.81M in Q4 2025.
  • 5,062 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.