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JPMorgan Chase & Co. shares owned by Generation Capital Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Generation Capital Management from 13F filings

Historical chart of Generation Capital Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Generation Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Generation Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 671 315.43

More positions owned by Generation Capital Management

RBB Us Treas 3 Mnth (TBIL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg Invt (FLRN)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Netflix (NFLX)

View all positions for Generation Capital Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.