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Generation Capital Management’s JPMorgan Chase JPM Stock Holding History

Generation Capital Management’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 		$256K Hold
871
– – 0.19% 69
2025
Q4 		$281K Buy
871
+200
+30% +$61.9K 0.18% 77
2025
Q3 		$212K Buy
+671
New +$200K 0.15% 76

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

Generation Capital Management's JPM Position: Q1 2026 in Review

Generation Capital Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 871 shares worth $256K. The position accounts for 0.19% of the portfolio, ranked #69.

Generation Capital Management first reported a position in JPM in Q3 2025 and has held it in 3 quarters since. The position peaked at $281K in Q4 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Generation Capital Management held 871 shares of JPMorgan Chase worth $256K as of Q1 2026.
  • Generation Capital Management left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.19% of Generation Capital Management's portfolio in Q1 2026, its #69 holding.
  • Generation Capital Management first reported a position in JPMorgan Chase in Q3 2025 and has held it in 3 quarters since.
  • Generation Capital Management's JPMorgan Chase position peaked at $281K in Q4 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.