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
2020
Q1 		– Sell
-125,000
Closed -$3.19M – 5435
2019
Q4 		$3.19M Hold
125,000
– – ﹤0.01% 3044
2019
Q3 		$2.95M Buy
+125,000
New +$2.92M ﹤0.01% 3142
2018
Q4 		– Sell
-43,000
Closed -$915K – 5763
2018
Q3 		$915K Hold
43,000
– – ﹤0.01% 3976
2018
Q2 		$888K Hold
43,000
– – ﹤0.01% 3893
2018
Q1 		$1.11M Hold
43,000
– – ﹤0.01% 3621
2017
Q4 		$1.21M Buy
+43,000
New +$1.29M ﹤0.01% 3615
2016
Q4 		– Sell
-225,000
Closed -$5.65M – 5045
2016
Q3 		$5.65M Hold
225,000
– – ﹤0.01% 2160
2016
Q2 		$4.62M Buy
+225,000
New +$4.05M ﹤0.01% 2352
2015
Q1 		– Sell
-24,600
Closed -$631K – 4136
2014
Q4 		$631K Sell
24,600
-48,900
-67% -$1.22M ﹤0.01% 3571
2014
Q3 		$1.73M Buy
+73,500
New +$1.75M ﹤0.01% 3021
2014
Q1 		– Sell
-1,000
Closed -$24K – 3699
2013
Q4 		$24K Sell
1,000
-8,700
-90% -$203K ﹤0.01% 4008
2013
Q3 		$240K Sell
9,700
-12,400
-56% -$311K ﹤0.01% 3972
2013
Q2 		$497K Buy
+22,100
New +$520K ﹤0.01% 3614

Other funds holding GEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
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.