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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’s JPMorgan Chase JPM Stock Holding History

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’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 		$3.14M Buy
9,602
+491
+5% +$152K 1.05% 24
2026
Q1 		$2.68M Sell
9,111
-307
-3% -$93.2K 1.11% 18
2025
Q4 		$3.03M Buy
9,418
+3,806
+68% +$1.18M 1.15% 19
2025
Q3 		$1.77M Sell
5,612
-466
-8% -$139K 0.71% 41
2025
Q2 		$1.76M Buy
6,078
+218
+4% +$55.6K 0.71% 44
2025
Q1 		$1.44M Buy
5,860
+3,506
+149% +$894K 0.68% 47
2024
Q4 		$563K Sell
2,354
-20
-0.8% -$4.66K 0.22% 81
2024
Q3 		$501K Buy
2,374
+32
+1% +$6.74K 0.19% 89
2024
Q2 		$474K Sell
2,342
-25
-1% -$4.89K 0.18% 89
2024
Q1 		$455K Sell
2,367
-91
-4% -$16.4K 0.18% 92
2023
Q4 		$418K Buy
2,458
+500
+26% +$75.8K 0.18% 96
2023
Q3 		$284K Buy
+1,958
New +$294K 0.15% 91
2022
Q1 		– Sell
-807
Closed -$128K – 78
2021
Q4 		$128K Sell
807
-190
-19% -$31.2K 0.04% 64
2021
Q3 		$163K Buy
997
+341
+52% +$53.5K 0.04% 59
2021
Q2 		$102K Hold
656
– – 0.02% 71
2021
Q1 		$99.9K Buy
656
+549
+513% +$79K 0.03% 64
2020
Q4 		$13.6K Buy
+107
New +$12K ﹤0.01% 50

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's JPM Position: Q2 2026 in Review

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna increased its JPMorgan Chase (JPM) stake by 5.4% in Q2 2026, buying an estimated $152K and bringing the position to 9,602 shares worth $3.14M. The position accounts for 1.05% of the portfolio, ranked #24.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna first reported a position in JPM in Q4 2020 and has held it in 17 quarters since. 4,285 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna held 9,602 shares of JPMorgan Chase worth $3.14M as of Q2 2026.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought 491 JPMorgan Chase shares in Q2 2026, an estimated $152K.
  • JPMorgan Chase made up 1.05% of Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's portfolio in Q2 2026, its #24 holding.
  • Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna first reported a position in JPMorgan Chase in Q4 2020 and has held it in 17 quarters since.
  • 4,285 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's 13F filing for Q2 2026, filed 21 Jul 2026.