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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
Q2 		$5.07M Buy
15,481
+2,113
+16% +$656K 0.19% 60
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
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

GenTrust's JPM Position: Q2 2026 in Review

GenTrust increased its JPMorgan Chase (JPM) stake by 16% in Q2 2026, buying an estimated $656K and bringing the position to 15,481 shares worth $5.07M. The position accounts for 0.19% of the portfolio, ranked #60.

GenTrust first reported a position in JPM in Q3 2021 and has held it in 13 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • GenTrust held 15,481 shares of JPMorgan Chase worth $5.07M as of Q2 2026.
  • GenTrust bought 2,113 JPMorgan Chase shares in Q2 2026, an estimated $656K.
  • JPMorgan Chase made up 0.19% of GenTrust's portfolio in Q2 2026, its #60 holding.
  • GenTrust first reported a position in JPMorgan Chase in Q3 2021 and has held it in 13 quarters since.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.