Genesis Private Wealth’s JPMorgan Chase JPM Stock Holding History

Genesis Private Wealth’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	$800K	Sell	2,443 -84	-3%	-$26.1K	0.22%	71
2026 Q1	$743K	Sell	2,527 -64	-2%	-$19.4K	0.23%	67
2025 Q4	$835K	Buy	2,591 +436	+20%	+$135K	0.26%	68
2025 Q3	$680K	Buy	2,155 +4	+0.2%	+$1.19K	0.29%	47
2025 Q2	$624K	Sell	2,151 -14	-0.6%	-$3.57K	0.29%	46
2025 Q1	$531K	Sell	2,165 -48	-2%	-$12.2K	0.28%	47
2024 Q4	$531K	Buy	+2,213	New	+$515K	0.29%	46

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Genesis Private Wealth's JPM Position: Q2 2026 in Review

Genesis Private Wealth reduced its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, selling an estimated $26.1K and leaving 2,443 shares worth $800K. The position accounts for 0.22% of the portfolio, ranked #71.

Genesis Private Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $835K in Q4 2025. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Genesis Private Wealth held 2,443 shares of JPMorgan Chase worth $800K as of Q2 2026.
Genesis Private Wealth sold 84 JPMorgan Chase shares in Q2 2026, an estimated $26.1K.
JPMorgan Chase made up 0.22% of Genesis Private Wealth's portfolio in Q2 2026, its #71 holding.
Genesis Private Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's JPMorgan Chase position peaked at $835K in Q4 2025.
1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.