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Generali Investments CEE’s JPMorgan Chase JPM Stock Holding History

Generali Investments CEE’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 		$14.8M Buy
45,112
+3,347
+8% +$1.04M 0.7% 35
2026
Q1 		$12.3M Sell
41,765
-1,525
-4% -$463K 0.64% 36
2025
Q4 		$13.9M Sell
43,290
-4,769
-10% -$1.48M 0.98% 17
2025
Q3 		$15.2M Sell
48,059
-1,089
-2% -$324K 1.15% 15
2025
Q2 		$14.2M Buy
49,148
+637
+1% +$163K 1.17% 14
2025
Q1 		$11.9M Buy
48,511
+3,411
+8% +$870K 1.11% 12
2024
Q4 		$10.8M Buy
+45,100
New +$10.5M 1.11% 11

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Generali Investments CEE's JPM Position: Q2 2026 in Review

Generali Investments CEE increased its JPMorgan Chase (JPM) stake by 8% in Q2 2026, buying an estimated $1.04M and bringing the position to 45,112 shares worth $14.8M. The position accounts for 0.7% of the portfolio, ranked #35.

Generali Investments CEE first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.2M in Q3 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Generali Investments CEE held 45,112 shares of JPMorgan Chase worth $14.8M as of Q2 2026.
  • Generali Investments CEE bought 3,347 JPMorgan Chase shares in Q2 2026, an estimated $1.04M.
  • JPMorgan Chase made up 0.7% of Generali Investments CEE's portfolio in Q2 2026, its #35 holding.
  • Generali Investments CEE first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Generali Investments CEE's JPMorgan Chase position peaked at $15.2M in Q3 2025.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Generali Investments CEE's 13F filing for Q2 2026, filed 13 Jul 2026.