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
2025 Q2	$24.3M	Hold
2025 Q1	$20.6M	Buy
2024 Q4	$9.13M	Buy
2024 Q3	$6.41M	Sell
2024 Q2	$11.9M	Sell
2024 Q1	$14.8M	Buy
2023 Q4	$11.1M	Buy