AS
Altshuler Shaham’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Hold |
3,000
| – | – | 0.03% | 81 |
|
|
2025
Q1 | $736K | Hold |
3,000
| – | – | 0.02% | 73 |
|
|
2024
Q4 | $719K | Hold |
3,000
| – | – | 0.02% | 62 |
|
|
2024
Q3 | $633K | Sell |
3,000
-5,102
| -63% | -$1.08M | 0.04% | 63 |
|
|
2024
Q2 | $1.64M | Sell |
8,102
-2,411
| -23% | -$488K | 0.06% | 35 |
|
|
2024
Q1 | $2.11M | Sell |
10,513
-2,287
| -18% | -$458K | 0.08% | 25 |
|
|
2023
Q4 | $2.18M | Sell |
12,800
-923,547
| -99% | -$157M | 0.12% | 20 |
|
|
2023
Q3 | $136M | Buy |
936,347
+67,800
| +8% | +$9.83M | 3.69% | 9 |
|
|
2023
Q2 | $126M | Sell |
868,547
-1,387,581
| -62% | -$202M | 2.22% | 18 |
|
|
2023
Q1 | $294M | Buy |
2,256,128
+332,458
| +17% | +$43.3M | 6.43% | 5 |
|
|
2022
Q4 | $258M | Buy |
1,923,670
+1,171,402
| +156% | +$157M | 10.32% | 4 |
|
|
2022
Q3 | $79.9M | Sell |
752,268
-2,772,405
| -79% | -$294M | 1.96% | 13 |
|
|
2022
Q2 | $397M | Buy |
3,524,673
+3,501,773
| +15,292% | +$394M | 5.94% | 8 |
|
|
2022
Q1 | $3.12M | Sell |
22,900
-1,499,359
| -98% | -$204M | 0.03% | 89 |
|
|
2021
Q4 | $241M | Sell |
1,522,259
-260,121
| -15% | -$41.2M | 2.06% | 5 |
|
|
2021
Q3 | $329M | Buy |
1,782,380
+1,782,337
| +4,144,970% | +$329M | 2.41% | 16 |
|
|
2021
Q2 | $7K | Buy |
+43
| New | +$7K | ﹤0.01% | 556 |
|
|
2020
Q1 | – | Sell |
-3,521
| Closed | -$491K | – | 532 |
|
|
2019
Q4 | $491K | Buy |
+3,521
| New | +$491K | 0.01% | 99 |
|