GIM
JPM icon

Generate Investment Management’s JPMorgan Chase JPM Stock Holding History

Generate Investment 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 		$21.2M Buy
64,643
+36,136
+127% +$11.2M 0.87% 28
2026
Q1 		$8.39M Sell
28,507
-16,725
-37% -$5.08M 0.41% 44
2025
Q4 		$14.6M Sell
45,232
-31,268
-41% -$9.68M 0.66% 39
2025
Q3 		$24.1M Sell
76,500
-7,487
-9% -$2.23M 1.22% 25
2025
Q2 		$24.3M Hold
83,987
– – 1.35% 22
2025
Q1 		$20.6M Buy
83,987
+45,879
+120% +$11.7M 1.45% 24
2024
Q4 		$9.13M Buy
38,108
+7,688
+25% +$1.79M 0.64% 57
2024
Q3 		$6.41M Sell
30,420
-28,179
-48% -$5.94M 0.43% 61
2024
Q2 		$11.9M Sell
58,599
-15,252
-21% -$2.98M 0.7% 39
2024
Q1 		$14.8M Buy
73,851
+8,782
+13% +$1.58M 1.07% 30
2023
Q4 		$11.1M Buy
+65,069
New +$9.86M 0.96% 41

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

Generate Investment Management's JPM Position: Q2 2026 in Review

Generate Investment Management increased its JPMorgan Chase (JPM) stake by 127% in Q2 2026, buying an estimated $11.2M and bringing the position to 64,643 shares worth $21.2M. The position accounts for 0.87% of the portfolio, ranked #28.

Generate Investment Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.3M in Q2 2025. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Generate Investment Management held 64,643 shares of JPMorgan Chase worth $21.2M as of Q2 2026.
  • Generate Investment Management bought 36,136 JPMorgan Chase shares in Q2 2026, an estimated $11.2M.
  • JPMorgan Chase made up 0.87% of Generate Investment Management's portfolio in Q2 2026, its #28 holding.
  • Generate Investment Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Generate Investment Management's JPMorgan Chase position peaked at $24.3M in Q2 2025.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.