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Disclosery

Gen-Wealth Partners Inc: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gen-Wealth Partners Inc on JPM, newest first. How the timeline and the estimate are built.

Gen-Wealth Partners Inc held 9,777 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,777 shares
    Change vs previous 13F +511 shares

    0.89% of the 13F portfolio, value $3,200,403.

    13F-HR 0002023375-26-000003 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,266 shares
    Change vs previous 13F +537 shares

    0.86% of the 13F portfolio, value $2,725,813.

    13F-HR 0002023375-26-000002 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,729 shares
    Change vs previous 13F +952 shares

    0.9% of the 13F portfolio, value $2,812,705.

    13F-HR 0002023375-26-000001 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,777 shares
    Change vs previous 13F +407 shares

    0.83% of the 13F portfolio, value $2,453,067.

    13F-HR 0002023375-25-000006 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,370 shares
    Change vs previous 13F -261 shares

    0.82% of the 13F portfolio, value $2,136,778.

    13F-HR 0002023375-25-000003 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,631 shares
    Change vs previous 13F +118 shares

    0.78% of the 13F portfolio, value $1,871,983.

    13F-HR 0002023375-25-000002 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,513 shares
    Change vs previous 13F -840 shares

    0.77% of the 13F portfolio, value $1,801,022.

    13F-HR 0002023375-25-000001 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,353 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,874,560.

    13F-HR 0002023375-24-000005 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).