GenTrust’s JPMorgan Chase JPM Stock Holding History

GenTrust’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	$3.93M	Buy	13,368 +8,534	+177%	+$2.59M	0.17%	68
2025 Q4	$1.56M	Sell	4,834 -1,420	-23%	-$440K	0.07%	88
2025 Q3	$1.97M	Sell	6,254 -940	-13%	-$280K	0.09%	76
2025 Q2	$2.09M	Sell	7,194 -683	-9%	-$174K	0.1%	76
2025 Q1	$1.93M	Buy	7,877 +744	+10%	+$190K	0.09%	74
2024 Q4	$1.71M	Buy	7,133 +464	+7%	+$108K	0.07%	88
2024 Q3	$1.41M	Buy	6,669 +2,871	+76%	+$605K	0.07%	89
2024 Q2	$768K	Buy	3,798 +913	+32%	+$178K	0.04%	102
2024 Q1	$578K	Buy	+2,885	New	+$521K	0.04%	95
2022 Q3	–	Sell	-6,119	Closed	-$689K	–	134
2022 Q2	$689K	Buy	6,119 +1	+0%	+$124	0.06%	79
2022 Q1	$834K	Buy	+6,118	New	+$903K	0.06%	80
2021 Q4	–	Sell	-1,342	Closed	-$220K	–	144
2021 Q3	$220K	Buy	+1,342	New	+$210K	0.02%	135

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 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