Clal Insurance’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$77K	Sell	264 -52	-16%	-$15.2K	﹤0.01%	111
2025 Q1	$78K	Buy	316 +252	+394%	+$62.2K	﹤0.01%	108
2024 Q4	$15K	Buy	+64	New	+$15K	﹤0.01%	106
2021 Q4	–	Sell	-3,500	Closed	-$573K	–	211
2021 Q3	$573K	Buy	3,500 +1,500	+75%	+$246K	0.01%	166
2021 Q2	$311K	Buy	+2,000	New	+$311K	﹤0.01%	176
2020 Q4	–	Sell	-5,500	Closed	-$529K	–	150
2020 Q3	$529K	Sell	5,500 -314,000	-98%	-$30.2M	0.01%	116
2020 Q2	$30.1M	Buy	319,500 +309,500	+3,095%	+$29.1M	0.6%	55
2020 Q1	$900K	Sell	10,000 -19,274	-66%	-$1.73M	0.02%	92
2019 Q4	$210K	Sell	29,274 -182,226	-86%	-$1.31M	0.23%	68
2019 Q3	$24.9M	Buy	211,500 +3,000	+1%	+$353K	0.61%	50
2019 Q2	$23.3M	Sell	208,500 -66,500	-24%	-$7.43M	0.54%	48
2019 Q1	$27.8M	Buy	+275,000	New	+$27.8M	0.68%	44
2016 Q3	–	Sell	-493,793	Closed	-$30.7M	–	105
2016 Q2	$30.7M	Hold	493,793	–	–	0.78%	32
2016 Q1	$29.2M	Sell	493,793 -19,813	-4%	-$1.17M	0.85%	33
2015 Q4	$33.9M	Buy	513,606 +2,963	+0.6%	+$196K	0.91%	33
2015 Q3	$31.1M	Hold	510,643	–	–	0.81%	32
2015 Q2	$34.6M	Buy	510,643 +169,252	+50%	+$11.5M	0.8%	30
2015 Q1	$20.7M	Sell	341,391 -91,938	-21%	-$5.57M	0.48%	45
2014 Q4	$27.1M	Buy	+433,329	New	+$27.1M	0.65%	43