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Genesis Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Genesis Wealth 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 		$202K Buy
+617
New +$192K 0.12% 69
2015
Q2 		$282K Hold
4,165
– – 0.23% 44
2015
Q1 		$250K Sell
4,165
-100
-2% -$5.92K 0.21% 54
2014
Q4 		$261K Buy
+4,265
New +$257K 0.21% 56

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

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

Genesis Wealth Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 617 shares worth $202K. The stake represents 0.12% of the portfolio and ranks #69 among its holdings. This is a return to the name: Genesis Wealth Advisors previously reported a position in JPM as recently as Q2 2015.

Genesis Wealth Advisors first reported a position in JPM in Q4 2014 and has held it in 4 quarters since. The position peaked at $282K in Q2 2015. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Genesis Wealth Advisors held 617 shares of JPMorgan Chase worth $202K as of Q2 2026.
  • JPMorgan Chase was a new Genesis Wealth Advisors position in Q2 2026.
  • JPMorgan Chase made up 0.12% of Genesis Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Genesis Wealth Advisors first reported a position in JPMorgan Chase in Q4 2014 and has held it in 4 quarters since.
  • Genesis Wealth Advisors's JPMorgan Chase position peaked at $282K in Q2 2015.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.