Altshuler Shaham’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Hold |
|
|||||
|
2025
Q1 | $736K | Hold |
|
|||||
|
2024
Q4 | $719K | Hold |
|
|||||
|
2024
Q3 | $633K | Sell |
|
|||||
|
2024
Q2 | $1.64M | Sell |
|
|||||
|
2024
Q1 | $2.11M | Sell |
|
|||||
|
2023
Q4 | $2.18M | Sell |
|
|||||
|
2023
Q3 | $136M | Buy |
|
|||||
|
2023
Q2 | $126M | Sell |
|
|||||
|
2023
Q1 | $294M | Buy |
|
|||||
|
2022
Q4 | $258M | Buy |
|
|||||
|
2022
Q3 | $79.9M | Sell |
|
|||||
|
2022
Q2 | $397M | Buy |
|
|||||
|
2022
Q1 | $3.12M | Sell |
|
|||||
|
2021
Q4 | $241M | Sell |
|
|||||
|
2021
Q3 | $329M | Buy |
|
|||||
|
2021
Q2 | $7K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $491K | Buy |
|