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Genesis Wealth Advisors, LLC

SEC CIK
0001637241
Latest filing
Aug 7, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Genesis Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
617
Value
$202.0K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of JPM by Genesis Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026617$202.0K0.1%+617NewHolders