Genesis Wealth Advisors
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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
Q3 		$270K Buy
816
+199
+32% +$69.6K 0.16% 57
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Genesis Wealth Advisors's JPM Position: Q3 2026 in Review

Genesis Wealth Advisors increased its JPMorgan Chase (JPM) stake by 32% in Q3 2026, buying an estimated $69.6K and bringing the position to 816 shares worth $270K. The position accounts for 0.16% of the portfolio, ranked #57.

Genesis Wealth Advisors first reported a position in JPM in Q4 2014 and has held it in 5 quarters since. The position peaked at $282K in Q2 2015. 4,204 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Genesis Wealth Advisors held 816 shares of JPMorgan Chase worth $270K as of Q3 2026.
  • Genesis Wealth Advisors bought 199 JPMorgan Chase shares in Q3 2026, an estimated $69.6K.
  • JPMorgan Chase made up 0.16% of Genesis Wealth Advisors's portfolio in Q3 2026, its #57 holding.
  • Genesis Wealth Advisors first reported a position in JPMorgan Chase in Q4 2014 and has held it in 5 quarters since.
  • Genesis Wealth Advisors's JPMorgan Chase position peaked at $282K in Q2 2015.
  • 4,204 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Genesis Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.