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Ayalon Insurance Company’s JPMorgan Chase JPM Stock Holding History

Ayalon Insurance Company’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
2023
Q2 		– Sell
-563
Closed -$73K – 99
2023
Q1 		$73K Hold
563
– – 0.03% 79
2022
Q4 		$75K Hold
563
– – 0.04% 87
2022
Q3 		$59K Hold
563
– – 0.03% 90
2022
Q2 		$63K Sell
563
-10,208
-95% -$1.26M 0.03% 83
2022
Q1 		$1.47M Sell
10,771
-4,035
-27% -$596K 0.5% 54
2021
Q4 		$2.35M Buy
14,806
+128
+0.9% +$21K 0.8% 37
2021
Q3 		$2.45M Sell
14,678
-1,753
-11% -$275K 0.88% 34
2021
Q2 		$2.58M Buy
16,431
+2,088
+15% +$328K 0.86% 35
2021
Q1 		$2.21M Sell
14,343
-831
-5% -$120K 0.86% 36
2020
Q4 		$1.93M Buy
15,174
+83
+0.5% +$9.28K 0.87% 35
2020
Q3 		$1.45M Buy
15,091
+820
+6% +$80.5K 0.8% 34
2020
Q2 		$1.33M Buy
14,271
+1,135
+9% +$108K 0.78% 41
2020
Q1 		$1.11M Buy
13,136
+310
+2% +$37.7K 0.82% 40
2019
Q4 		$1.79M Sell
12,826
-56
-0.4% -$7.18K 1.08% 26
2019
Q3 		$1.49M Hold
12,882
– – 1% 29
2019
Q2 		$1.46M Buy
12,882
+900
+8% +$99.2K 0.99% 29
2019
Q1 		$1.25M Buy
11,982
+411
+4% +$42.3K 0.9% 30
2018
Q4 		$1.13M Hold
11,571
– – 0.91% 30
2018
Q3 		$1.32M Hold
11,571
– – 1.06% 27
2018
Q2 		$1.21M Buy
11,571
+1,671
+17% +$183K 1.01% 27
2018
Q1 		$1.09M Hold
9,900
– – 0.91% 26
2017
Q4 		$1.06M Buy
+9,900
New +$1M 0.86% 26

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ayalon Insurance Company's JPM Position: Q2 2023 in Review

Ayalon Insurance Company sold out of JPMorgan Chase (JPM) in Q2 2023, closing a stake of 563 shares — an estimated $73K sold.

Ayalon Insurance Company first reported a position in JPM in Q4 2017 and held it in 22 quarters. The position peaked at $2.58M in Q2 2021. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

  • Ayalon Insurance Company reported no remaining JPMorgan Chase position as of Q2 2023 after selling out during the quarter.
  • Ayalon Insurance Company sold 563 JPMorgan Chase shares in Q2 2023, an estimated $73K.
  • Ayalon Insurance Company first reported a position in JPMorgan Chase in Q4 2017 and held it in 22 quarters.
  • Ayalon Insurance Company's JPMorgan Chase position peaked at $2.58M in Q2 2021.
  • 3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Ayalon Insurance Company's 13F filing for Q2 2023, filed 17 Jul 2023.