Generali Asset Management’s JPMorgan Chase JPM Stock Holding History

Generali Asset Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.5M	Buy	163,433 +9,743	+6%	+$3.03M	0.97%	21
2026 Q1	$45.2M	Sell	153,690 -11,290	-7%	-$3.43M	0.94%	19
2025 Q4	$53.2M	Sell	164,980 -12,417	-7%	-$3.84M	1.09%	17
2025 Q3	$56M	Sell	177,397 -2,418	-1%	-$719K	1.2%	14
2025 Q2	$52.1M	Sell	179,815 -40,331	-18%	-$10.3M	1.19%	16
2025 Q1	$54M	Buy	220,146 +6,602	+3%	+$1.68M	1.33%	13
2024 Q4	$51.2M	Buy	+213,544	New	+$49.7M	1.31%	13

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Generali Asset Management's JPM Position: Q2 2026 in Review

Generali Asset Management increased its JPMorgan Chase (JPM) stake by 6.3% in Q2 2026, buying an estimated $3.03M and bringing the position to 163,433 shares worth $53.5M. The position accounts for 0.97% of the portfolio, ranked #21.

Generali Asset Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $56M in Q3 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Generali Asset Management held 163,433 shares of JPMorgan Chase worth $53.5M as of Q2 2026.
Generali Asset Management bought 9,743 JPMorgan Chase shares in Q2 2026, an estimated $3.03M.
JPMorgan Chase made up 0.97% of Generali Asset Management's portfolio in Q2 2026, its #21 holding.
Generali Asset Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Generali Asset Management's JPMorgan Chase position peaked at $56M in Q3 2025.
5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Generali Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.