Generali Investments Management’s JPMorgan Chase JPM Stock Holding History

Generali Investments 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	$7.46M	Buy	22,788 +9,915	+77%	+$3.08M	1.62%	13
2026 Q1	$3.79M	Sell	12,873 -3,768	-23%	-$1.14M	0.88%	26
2025 Q4	$5.36M	Sell	16,641 -2,377	-12%	-$736K	1.07%	19
2025 Q3	$6M	Buy	19,018 +27	+0.1%	+$8.03K	1.25%	14
2025 Q2	$5.5M	Buy	18,991 +169	+0.9%	+$43.1K	1.24%	17
2025 Q1	$4.62M	Buy	18,822 +4,630	+33%	+$1.18M	1.31%	14
2024 Q4	$3.4M	Buy	+14,192	New	+$3.31M	0.88%	29

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Generali Investments Management increased its JPMorgan Chase (JPM) stake by 77% in Q2 2026, buying an estimated $3.08M and bringing the position to 22,788 shares worth $7.46M. The position accounts for 1.62% of the portfolio, ranked #13.

Generali Investments Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,300 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Generali Investments Management held 22,788 shares of JPMorgan Chase worth $7.46M as of Q2 2026.
Generali Investments Management bought 9,915 JPMorgan Chase shares in Q2 2026, an estimated $3.08M.
JPMorgan Chase made up 1.62% of Generali Investments Management's portfolio in Q2 2026, its #13 holding.
Generali Investments Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
1,300 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.