GCM
JPM icon

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
2025
Q1 		– Sell
-30,458
Closed -$7.3M – 282
2024
Q4 		$7.3M Sell
30,458
-9,102
-23% -$2.12M 0.99% 27
2024
Q3 		$8.34M Sell
39,560
-1,757
-4% -$370K 1.09% 30
2024
Q2 		$8.36M Buy
+41,317
New +$8.08M 1.1% 30
2024
Q1 		– Sell
-55,949
Closed -$9.52M – 300
2023
Q4 		$9.52M Buy
+55,949
New +$8.48M 1.4% 18

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
VPM
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
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

Genus Capital Management's JPM Position: Q1 2026 in Review

Genus Capital Management reduced its JPMorgan Chase (JPM) stake by 26% in Q1 2026, selling an estimated $991K and leaving 9,492 shares worth $2.79M. The position accounts for 0.32% of the portfolio, ranked #97.

Genus Capital Management first reported a position in JPM in Q2 2023 and has held it in 8 quarters since. The position peaked at $15.4M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Genus Capital Management held 9,492 shares of JPMorgan Chase worth $2.79M as of Q1 2026.
  • Genus Capital Management sold 3,265 JPMorgan Chase shares in Q1 2026, an estimated $991K.
  • JPMorgan Chase made up 0.32% of Genus Capital Management's portfolio in Q1 2026, its #97 holding.
  • Genus Capital Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 8 quarters since.
  • Genus Capital Management's JPMorgan Chase position peaked at $15.4M in Q2 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Genus Capital Management's 13F filing for Q1 2026, filed 4 May 2026.