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Generation Capital Management LLC

SEC CIK
0002054384
Latest filing
Aug 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Generation Capital Management 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)
871
Value
$285.1K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of JPM by Generation Capital Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026871$285.1K0.2%00.0%UnchangedHolders
Q1 2026871$256.2K0.2%00.0%UnchangedHolders
Q4 2025871$280.7K0.2%+200+29.8%AddedHolders
Q3 2025671$211.7K0.2%+671NewHolders