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Genesis Financial Group’s JPMorgan Chase JPM Stock Holding History

Genesis Financial Group’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 		$905K Sell
3,077
-88
-3% -$26.7K 0.57% 43
2025
Q4 		$1.02M Buy
+3,165
New +$980K 0.59% 43

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Genesis Financial Group's JPM Position: Q1 2026 in Review

Genesis Financial Group reduced its JPMorgan Chase (JPM) stake by 2.8% in Q1 2026, selling an estimated $26.7K and leaving 3,077 shares worth $905K. The position accounts for 0.57% of the portfolio, ranked #43.

Genesis Financial Group first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.02M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Genesis Financial Group held 3,077 shares of JPMorgan Chase worth $905K as of Q1 2026.
  • Genesis Financial Group sold 88 JPMorgan Chase shares in Q1 2026, an estimated $26.7K.
  • JPMorgan Chase made up 0.57% of Genesis Financial Group's portfolio in Q1 2026, its #43 holding.
  • Genesis Financial Group first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • Genesis Financial Group's JPMorgan Chase position peaked at $1.02M in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.