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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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.