JP Morgan Chase
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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JP Morgan Chase's GEN Position: Q2 2026 in Review

JP Morgan Chase reduced its Gen Digital (GEN) stake by 0.14% in Q2 2026, selling an estimated $116K and leaving 3,590,873 shares worth $90.6M. The position accounts for 0.01% of the portfolio, ranked #1119.

JP Morgan Chase first reported a position in GEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $327M in Q2 2021. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • JP Morgan Chase held 3,590,873 shares of Gen Digital worth $90.6M as of Q2 2026.
  • JP Morgan Chase sold 5,192 Gen Digital shares in Q2 2026, an estimated $116K.
  • Gen Digital made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1119 holding.
  • JP Morgan Chase first reported a position in Gen Digital in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Gen Digital position peaked at $327M in Q2 2021.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.