JP Morgan Chase’s Gen Digital GEN Stock Holding History

JP Morgan Chase’s Portfolio GEN Stock Details GEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-511,800	Closed	-$10.9M	–	5762
2018 Q3	$10.9M	Sell	511,800 -1,113,200	-69%	-$22.7M	﹤0.01%	2135
2018 Q2	$33.6M	Buy	+1,625,000	New	+$39M	0.01%	1218
2016 Q3	–	Sell	-49,800	Closed	-$1.02M	–	4635
2016 Q2	$1.02M	Buy	+49,800	New	+$897K	﹤0.01%	3161
2015 Q1	–	Sell	-4,000	Closed	-$103K	–	4135
2014 Q4	$103K	Sell	4,000 -2,800	-41%	-$69.6K	﹤0.01%	4102
2014 Q3	$160K	Buy	+6,800	New	+$162K	﹤0.01%	4039
2014 Q1	–	Sell	-3,900	Closed	-$92K	–	3698
2013 Q4	$92K	Sell	3,900 -1,500	-28%	-$35.1K	﹤0.01%	3917
2013 Q3	$134K	Sell	5,400 -14,700	-73%	-$369K	﹤0.01%	4131
2013 Q2	$452K	Buy	+20,100	New	+$473K	﹤0.01%	3654

Other funds holding GEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase's GEN Position: Q1 2026 in Review

JP Morgan Chase increased its Gen Digital (GEN) stake by 44% in Q1 2026, buying an estimated $25.3M and bringing the position to 3,596,065 shares worth $65.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

JP Morgan Chase first reported a position in GEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $327M in Q2 2021. 670 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

JP Morgan Chase held 3,596,065 shares of Gen Digital worth $65.9M as of Q1 2026.
JP Morgan Chase bought 1,091,780 Gen Digital shares in Q1 2026, an estimated $25.3M.
Gen Digital made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1218 holding.
JP Morgan Chase first reported a position in Gen Digital in Q2 2013 and has held it in 52 quarters since.
JP Morgan Chase's Gen Digital position peaked at $327M in Q2 2021.
670 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.