Genus Capital Management’s JPMorgan Chase JPM Stock Holding History

Genus Capital Management’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	$2.49M	Sell	7,592 -1,900	-20%	-$590K	0.24%	109
2026 Q1	$2.79M	Sell	9,492 -3,265	-26%	-$991K	0.32%	97
2025 Q4	$4.11M	Sell	12,757 -20,915	-62%	-$6.48M	0.48%	71
2025 Q3	$10.6M	Sell	33,672 -19,396	-37%	-$5.77M	1.23%	18
2025 Q2	$15.4M	Buy	53,068 +15,715	+42%	+$4.01M	1.96%	11
2025 Q1	$9.16M	Buy	+37,353	New	+$9.52M	1.33%	19
2024 Q2	–	Sell	-51,286	Closed	-$10M	–	295
2024 Q1	$10.3M	Buy	+51,286	New	+$9.25M	1.33%	16
2023 Q4	–	Sell	-82,515	Closed	-$12.5M	–	288
2023 Q3	$12M	Buy	82,515 +12,520	+18%	+$1.88M	1.88%	12
2023 Q2	$10.2M	Buy	+69,995	New	+$9.63M	1.5%	16

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Genus Capital Management's JPM Position: Q2 2026 in Review

Genus Capital Management reduced its JPMorgan Chase (JPM) stake by 20% in Q2 2026, selling an estimated $590K and leaving 7,592 shares worth $2.49M. The position accounts for 0.24% of the portfolio, ranked #109.

Genus Capital Management first reported a position in JPM in Q2 2023 and has held it in 9 quarters since. The position peaked at $15.4M in Q2 2025. 3,257 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Genus Capital Management held 7,592 shares of JPMorgan Chase worth $2.49M as of Q2 2026.
Genus Capital Management sold 1,900 JPMorgan Chase shares in Q2 2026, an estimated $590K.
JPMorgan Chase made up 0.24% of Genus Capital Management's portfolio in Q2 2026, its #109 holding.
Genus Capital Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 9 quarters since.
Genus Capital Management's JPMorgan Chase position peaked at $15.4M in Q2 2025.
3,257 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.