Gen-Wealth Partners Inc

Position in JPM — Jpmorgan Chase & Co

CIK 2023375 ZEELAND, MI

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,200,305

+$474,619 QoQ

Shares Held

9,777

+5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.67%

of 13F equity value

Holder Rank

#2,511

of 5,056 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $4,870,010 across 5 Banks - Diversified names. JPM ranks #1 (65.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	9,777	$3,200,305
2	BAC	Bank Of America Corp /De/	17,500	$997,150
3	C	Citigroup Inc	2,585	$361,796
4	WFC	Wells Fargo & Company/Mn	2,448	$202,302
5	BNY	Bank of New York Mellon Corp	750	$108,457

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,200,305	9,777	+5.5%	Shares	Sole	2026-08-10
2026-03-31	$2,725,686	9,266	+6.2%	Shares	Sole	2026-05-08
2025-12-31	$2,812,658	8,729	+12.2%	Shares	Sole	2026-02-13
2025-09-30	$2,453,099	7,777	+5.5%	Shares	Sole	2025-11-14
2025-06-30	$2,136,636	7,370	-3.4%	Shares	Sole	2025-08-14
2025-03-31	$1,871,884	7,631	+1.6%	Shares	Sole	2025-05-13
2024-12-31	$1,800,941	7,513	-10.1%	Shares	Sole	2025-02-14
2024-09-30	$1,761,313	8,353	-4.6%	Shares	Sole	2024-11-13
2024-06-30	$1,770,179	8,752	+0.8%	Shares	Sole	2024-08-13
2024-03-31	$1,738,804	8,681	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.