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Genesee Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Genesee Capital Advisors’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 		$461K Sell
1,409
-238
-14% -$73.9K 0.15% 107
2026
Q1 		$484K Sell
1,647
-20
-1% -$6.07K 0.2% 86
2025
Q4 		$537K Buy
1,667
+6
+0.4% +$1.86K 0.22% 79
2025
Q3 		$524K Buy
1,661
+6
+0.4% +$1.78K 0.23% 74
2025
Q2 		$480K Buy
1,655
+7
+0.4% +$1.79K 0.22% 77
2025
Q1 		$404K Buy
1,648
+6
+0.4% +$1.53K 0.2% 85
2024
Q4 		$394K Buy
1,642
+256
+18% +$59.6K 0.18% 85
2024
Q3 		$292K Buy
+1,386
New +$292K 0.14% 95
2024
Q1 		– Sell
-1,241
Closed -$211K – 125
2023
Q4 		$211K Buy
+1,241
New +$188K 0.13% 101
2020
Q2 		– Sell
-8,561
Closed -$770K – 78
2020
Q1 		$770K Sell
8,561
-788
-8% -$95.7K 0.74% 46
2019
Q4 		$1.3M Buy
9,349
+234
+3% +$30K 1.11% 27
2019
Q3 		$1.07M Sell
9,115
-487
-5% -$55.1K 0.99% 32
2019
Q2 		$1.07M Sell
9,602
-577
-6% -$63.6K 1.08% 29
2019
Q1 		$1.03M Buy
10,179
+753
+8% +$77.6K 1.24% 21
2018
Q4 		$920K Buy
+9,426
New +$1M 1.5% 23

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 $3.37T AUM 44.26% 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

Genesee Capital Advisors's JPM Position: Q2 2026 in Review

Genesee Capital Advisors reduced its JPMorgan Chase (JPM) stake by 14% in Q2 2026, selling an estimated $73.9K and leaving 1,409 shares worth $461K. The position accounts for 0.15% of the portfolio, ranked #107.

Genesee Capital Advisors first reported a position in JPM in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.3M in Q4 2019. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Genesee Capital Advisors held 1,409 shares of JPMorgan Chase worth $461K as of Q2 2026.
  • Genesee Capital Advisors sold 238 JPMorgan Chase shares in Q2 2026, an estimated $73.9K.
  • JPMorgan Chase made up 0.15% of Genesee Capital Advisors's portfolio in Q2 2026, its #107 holding.
  • Genesee Capital Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 15 quarters since.
  • Genesee Capital Advisors's JPMorgan Chase position peaked at $1.3M in Q4 2019.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.