Towarzystwo Funduszy Inwestycyjnych PZU SA’s JPMorgan Chase JPM Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$1.83M	Buy	5,594 +380	+7%	+$118K	0.52%	31
2026 Q1	$1.53M	Buy	5,214 +534	+11%	+$162K	0.52%	31
2025 Q4	$1.51M	Buy	4,680 +60	+1%	+$18.6K	0.38%	36
2025 Q3	$1.46M	Buy	4,620 +1,420	+44%	+$422K	0.35%	37
2025 Q2	$928K	Buy	3,200 +190	+6%	+$48.5K	0.26%	47
2025 Q1	$738K	Buy	3,010 +250	+9%	+$63.7K	0.25%	53
2024 Q4	$662K	Buy	2,760 +330	+14%	+$76.9K	0.22%	49
2024 Q3	$512K	Buy	2,430 +220	+10%	+$46.3K	0.19%	52
2024 Q2	$447K	Hold	2,210	–	–	0.17%	54
2024 Q1	$443K	Buy	2,210 +246	+13%	+$44.4K	0.19%	57
2023 Q4	$334K	Buy	+1,964	New	+$298K	0.15%	61
2021 Q3	$217K	Hold	1,324	–	–	0.26%	48
2021 Q2	$206K	Sell	1,324 -1,423	-52%	-$223K	0.24%	55
2021 Q1	$418K	Sell	2,747 -40,557	-94%	-$5.83M	0.61%	28
2020 Q4	$5.5M	Buy	+43,304	New	+$4.84M	5.7%	5

Other funds holding JPM

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

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

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's JPM Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its JPMorgan Chase (JPM) stake by 7.3% in Q2 2026, buying an estimated $118K and bringing the position to 5,594 shares worth $1.83M. The position accounts for 0.52% of the portfolio, ranked #31.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in JPM in Q4 2020 and has held it in 15 quarters since. The position peaked at $5.5M in Q4 2020. 4,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 5,594 shares of JPMorgan Chase worth $1.83M as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 380 JPMorgan Chase shares in Q2 2026, an estimated $118K.
JPMorgan Chase made up 0.52% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #31 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in JPMorgan Chase in Q4 2020 and has held it in 15 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's JPMorgan Chase position peaked at $5.5M in Q4 2020.
4,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.