Towarzystwo Funduszy Inwestycyjnych PZU SA’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Buy |
3,200
+190
| +6% | +$55.1K | 0.26% | 47 |
|
|
2025
Q1 | $738K | Buy |
3,010
+250
| +9% | +$61.3K | 0.25% | 53 |
|
|
2024
Q4 | $662K | Buy |
2,760
+330
| +14% | +$79.1K | 0.22% | 49 |
|
|
2024
Q3 | $512K | Buy |
2,430
+220
| +10% | +$46.4K | 0.19% | 52 |
|
|
2024
Q2 | $447K | Hold |
2,210
| – | – | 0.17% | 54 |
|
|
2024
Q1 | $443K | Buy |
2,210
+246
| +13% | +$49.3K | 0.19% | 57 |
|
|
2023
Q4 | $334K | Buy |
+1,964
| New | +$334K | 0.15% | 61 |
|
|
2021
Q3 | $217K | Hold |
1,324
| – | – | 0.26% | 48 |
|
|
2021
Q2 | $206K | Sell |
1,324
-1,423
| -52% | -$221K | 0.24% | 55 |
|
|
2021
Q1 | $418K | Sell |
2,747
-40,557
| -94% | -$6.17M | 0.61% | 28 |
|
|
2020
Q4 | $5.5M | Buy |
+43,304
| New | +$5.5M | 5.7% | 5 |
|