Genus Capital Management’s JPMorgan Chase JPM Stock Holding History

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

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. 5,147 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.
  • 5,147 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.