Generali Powszechne Towarzystwo Emerytalne’s JPMorgan Chase JPM Stock Holding History

Generali Powszechne Towarzystwo Emerytalne’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
2024 Q1	–	Sell	-20,118	Closed	-$3.42M	–	30
2023 Q4	$3.42M	Hold	20,118	–	–	1.79%	21
2023 Q3	$2.92M	Hold	20,118	–	–	1.9%	23
2023 Q2	$2.93M	Hold	20,118	–	–	2.38%	21
2023 Q1	$2.62M	Hold	20,118	–	–	2.46%	21
2022 Q4	$2.7M	Hold	20,118	–	–	2.67%	18
2022 Q3	$2.1M	Hold	20,118	–	–	2.39%	21
2022 Q2	$2.27M	Hold	20,118	–	–	2.42%	21
2022 Q1	$2.74M	Buy	20,118 +1,410	+8%	+$208K	2.5%	22
2021 Q4	$2.96M	Buy	+18,708	New	+$3.07M	2.83%	19

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Generali Powszechne Towarzystwo Emerytalne's JPM Position: Q1 2024 in Review

Generali Powszechne Towarzystwo Emerytalne sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 20,118 shares — an estimated $3.42M sold.

Generali Powszechne Towarzystwo Emerytalne first reported a position in JPM in Q4 2021 and held it in 9 quarters. The position peaked at $3.42M in Q4 2023. 4,114 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

Generali Powszechne Towarzystwo Emerytalne reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
Generali Powszechne Towarzystwo Emerytalne sold 20,118 JPMorgan Chase shares in Q1 2024, an estimated $3.42M.
Generali Powszechne Towarzystwo Emerytalne first reported a position in JPMorgan Chase in Q4 2021 and held it in 9 quarters.
Generali Powszechne Towarzystwo Emerytalne's JPMorgan Chase position peaked at $3.42M in Q4 2023.
4,114 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Generali Powszechne Towarzystwo Emerytalne's 13F filing for Q1 2024, filed 5 Feb 2025.