GenWealth Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.38M | Sell |
4,221
-68
| -2% | -$21.1K | 0.22% | 40 |
|
|
2026
Q1 | $1.26M | Buy |
4,289
+10
| +0.2% | +$3.04K | 0.22% | 37 |
|
|
2025
Q4 | $1.43M | Buy |
4,279
+321
| +8% | +$99.4K | 0.24% | 41 |
|
|
2025
Q3 | $1.25M | Sell |
3,958
-47
| -1% | -$14K | 0.23% | 40 |
|
|
2025
Q2 | $1.16M | Buy |
4,005
+474
| +13% | +$121K | 0.23% | 40 |
|
|
2025
Q1 | $866K | Sell |
3,531
-249
| -7% | -$63.5K | 0.19% | 41 |
|
|
2024
Q4 | $906K | Sell |
3,780
-64
| -2% | -$14.9K | 0.21% | 42 |
|
|
2024
Q3 | $811K | Sell |
3,844
-68
| -2% | -$14.3K | 0.19% | 43 |
|
|
2024
Q2 | $791K | Sell |
3,912
-10
| -0.3% | -$1.96K | 0.19% | 43 |
|
|
2024
Q1 | $786K | Buy |
3,922
+24
| +0.6% | +$4.33K | 0.2% | 43 |
|
|
2023
Q4 | $663K | Sell |
3,898
-831
| -18% | -$126K | 0.18% | 47 |
|
|
2023
Q3 | $686K | Hold |
4,729
| – | – | 0.21% | 44 |
|
|
2023
Q2 | $688K | Hold |
4,729
| – | – | 0.2% | 44 |
|
|
2023
Q1 | $616K | Hold |
4,729
| – | – | 0.19% | 46 |
|
|
2022
Q4 | $634K | Hold |
4,729
| – | – | 0.21% | 42 |
|
|
2022
Q3 | $494K | Hold |
4,729
| – | – | 0.17% | 38 |
|
|
2022
Q2 | $533K | Hold |
4,729
| – | – | 0.17% | 35 |
|
|
2022
Q1 | $645K | Buy |
4,729
+147
| +3% | +$21.7K | 0.18% | 38 |
|
|
2021
Q4 | $725K | Hold |
4,582
| – | – | 0.2% | 39 |
|
|
2021
Q3 | $750K | Hold |
4,582
| – | – | 0.22% | 33 |
|
|
2021
Q2 | $712K | Sell |
4,582
-486
| -10% | -$76.3K | 0.21% | 33 |
|
|
2021
Q1 | $771K | Hold |
5,068
| – | – | 0.24% | 33 |
|
|
2020
Q4 | $644K | Hold |
5,068
| – | – | 0.21% | 37 |
|
|
2020
Q3 | $505K | Hold |
5,068
| – | – | 0.18% | 41 |
|
|
2020
Q2 | $473K | Sell |
5,068
-15
| -0.3% | -$1.42K | 0.18% | 43 |
|
|
2020
Q1 | $457K | Hold |
5,083
| – | – | 0.2% | 32 |
|
|
2019
Q4 | $708K | Hold |
5,083
| – | – | 0.27% | 38 |
|
|
2019
Q3 | $598K | Hold |
5,083
| – | – | 0.25% | 40 |
|
|
2019
Q2 | $578K | Buy |
5,083
+15
| +0.3% | +$1.65K | 0.25% | 40 |
|
|
2019
Q1 | $530K | Buy |
5,068
+250
| +5% | +$25.8K | 0.24% | 38 |
|
|
2018
Q4 | $470K | Hold |
4,818
| – | – | 0.23% | 34 |
|
|
2018
Q3 | $549K | Buy |
4,818
+60
| +1% | +$6.81K | 0.25% | 34 |
|
|
2018
Q2 | $492K | Hold |
4,758
| – | – | 0.24% | 35 |
|
|
2018
Q1 | $523K | Hold |
4,758
| – | – | 0.27% | 31 |
|
|
2017
Q4 | $543K | Buy |
4,758
+579
| +14% | +$58.6K | 0.27% | 33 |
|
|
2017
Q3 | $399K | Hold |
4,179
| – | – | 0.24% | 39 |
|
|
2017
Q2 | $381K | Buy |
+4,179
| New | +$361K | 0.26% | 36 |
|
Other funds holding JPM
GenWealth Group's JPM Position: Q2 2026 in Review
GenWealth Group reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $21.1K and leaving 4,221 shares worth $1.38M. The position accounts for 0.22% of the portfolio, ranked #40.
GenWealth Group first reported a position in JPM in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.43M in Q4 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- GenWealth Group held 4,221 shares of JPMorgan Chase worth $1.38M as of Q2 2026.
- GenWealth Group sold 68 JPMorgan Chase shares in Q2 2026, an estimated $21.1K.
- JPMorgan Chase made up 0.22% of GenWealth Group's portfolio in Q2 2026, its #40 holding.
- GenWealth Group first reported a position in JPMorgan Chase in Q2 2017 and has held it in 37 quarters since.
- GenWealth Group's JPMorgan Chase position peaked at $1.43M in Q4 2025.
- 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.