Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’s JPMorgan Chase JPM Stock Holding History

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’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	$1.73M	Sell	5,270 -340	-6%	-$106K	0.69%	46
2026 Q1	$1.65M	Buy	5,610 +110	+2%	+$33.4K	0.85%	36
2025 Q4	$1.77M	Sell	5,500 -70	-1%	-$21.7K	0.86%	36
2025 Q3	$1.76M	Sell	5,570 -280	-5%	-$83.3K	0.93%	32
2025 Q2	$1.7M	Hold	5,850	–	–	0.88%	33
2025 Q1	$1.44M	Hold	5,850	–	–	0.91%	33
2024 Q4	$1.4M	Buy	5,850 +650	+13%	+$151K	0.81%	41
2024 Q3	$1.1M	Sell	5,200 -500	-9%	-$105K	0.7%	54
2024 Q2	$1.15M	Hold	5,700	–	–	0.75%	48
2024 Q1	$1.14M	Hold	5,700	–	–	0.79%	47
2023 Q4	$970K	Hold	5,700	–	–	0.81%	46
2023 Q3	$970K	Hold	5,700	–	–	0.81%	46
2023 Q2	$829K	Buy	5,700 +700	+14%	+$96.3K	0.72%	44
2023 Q1	$652K	Hold	5,000	–	–	0.67%	50
2022 Q4	$671K	Hold	5,000	–	–	0.95%	38
2022 Q3	$523K	Buy	5,000 +1,500	+43%	+$172K	0.89%	42
2022 Q2	$394K	Buy	3,500 +500	+17%	+$61.9K	0.61%	49
2022 Q1	$409K	Buy	+3,000	New	+$443K	0.47%	55

Other funds holding JPM

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s JPM Position: Q2 2026 in Review

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) reduced its JPMorgan Chase (JPM) stake by 6.1% in Q2 2026, selling an estimated $106K and leaving 5,270 shares worth $1.73M. The position accounts for 0.69% of the portfolio, ranked #46.

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) first reported a position in JPM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.77M in Q4 2025. 4,225 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) held 5,270 shares of JPMorgan Chase worth $1.73M as of Q2 2026.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) sold 340 JPMorgan Chase shares in Q2 2026, an estimated $106K.
JPMorgan Chase made up 0.69% of Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s portfolio in Q2 2026, its #46 holding.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) first reported a position in JPMorgan Chase in Q1 2022 and has held it in 18 quarters since.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s JPMorgan Chase position peaked at $1.77M in Q4 2025.
4,225 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s 13F filing for Q2 2026, filed 22 Jul 2026.