Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$156K | 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% | +$102K | 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% | +$157K | 0.89% | 42 |
|
|
2022
Q2 | $394K | Buy |
3,500
+500
| +17% | +$56.3K | 0.61% | 49 |
|
|
2022
Q1 | $409K | Buy |
+3,000
| New | +$409K | 0.47% | 55 |
|