Harel Insurance Investments & Financial Services’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 | $2.99M | Sell |
10,308
-934
| -8% | -$271K | 0.03% | 130 |
|
|
2025
Q1 | $2.76M | Sell |
11,242
-335
| -3% | -$82.2K | 0.04% | 135 |
|
|
2024
Q4 | $2.78M | Buy |
11,577
+1,595
| +16% | +$382K | 0.05% | 110 |
|
|
2024
Q3 | $2.11M | Sell |
9,982
-330
| -3% | -$69.6K | 0.04% | 123 |
|
|
2024
Q2 | $2.08M | Sell |
10,312
-862
| -8% | -$174K | 0.04% | 122 |
|
|
2024
Q1 | $2.24M | Buy |
11,174
+1,801
| +19% | +$361K | 0.04% | 114 |
|
|
2023
Q4 | $1.6M | Sell |
9,373
-270
| -3% | -$45.9K | 0.03% | 148 |
|
|
2023
Q3 | $1.4M | Buy |
9,643
+1,485
| +18% | +$216K | 0.03% | 146 |
|
|
2023
Q2 | $1.19M | Sell |
8,158
-9
| -0.1% | -$1.31K | 0.03% | 136 |
|
|
2023
Q1 | $1.06M | Sell |
8,167
-1,970
| -19% | -$257K | 0.02% | 171 |
|
|
2022
Q4 | $1.36M | Sell |
10,137
-1,736
| -15% | -$232K | 0.03% | 144 |
|
|
2022
Q3 | $1.25M | Buy |
11,873
+3,923
| +49% | +$412K | 0.03% | 158 |
|
|
2022
Q2 | $895K | Sell |
7,950
-556,513
| -99% | -$62.7M | 0.02% | 193 |
|
|
2022
Q1 | $76.9M | Sell |
564,463
-5,602
| -1% | -$764K | 1.26% | 27 |
|
|
2021
Q4 | $90.3M | Sell |
570,065
-220,617
| -28% | -$34.9M | 1.71% | 19 |
|
|
2021
Q3 | $129M | Sell |
790,682
-21,036
| -3% | -$3.44M | 3.37% | 12 |
|
|
2021
Q2 | $136M | Sell |
811,718
-154,505
| -16% | -$25.8M | 2.99% | 9 |
|
|
2021
Q1 | $153M | Sell |
966,223
-70
| -0% | -$11.1K | 2.89% | 9 |
|
|
2020
Q4 | $128M | Buy |
966,293
+424,977
| +79% | +$56.1M | 3.03% | 6 |
|
|
2020
Q3 | $52.1M | Buy |
541,316
+255,074
| +89% | +$24.6M | 1.78% | 21 |
|
|
2020
Q2 | $26.9M | Buy |
286,242
+62,032
| +28% | +$5.83M | 0.93% | 32 |
|
|
2020
Q1 | $20.2M | Buy |
224,210
+219,510
| +4,670% | +$19.8M | 0.95% | 32 |
|
|
2019
Q4 | $655K | Buy |
4,700
+1,917
| +69% | +$267K | 0.03% | 103 |
|
|
2019
Q3 | $328K | Sell |
2,783
-5,600
| -67% | -$660K | 0.02% | 153 |
|
|
2019
Q2 | $937K | Sell |
8,383
-217,545
| -96% | -$24.3M | 0.05% | 75 |
|
|
2019
Q1 | $22.9M | Sell |
225,928
-89,392
| -28% | -$9.05M | 1.33% | 20 |
|
|
2018
Q4 | $30.8M | Buy |
315,320
+9,697
| +3% | +$947K | 1.89% | 13 |
|
|
2018
Q3 | $34.5M | Sell |
305,623
-3,617
| -1% | -$408K | 1.7% | 17 |
|
|
2018
Q2 | $32.2M | Sell |
309,240
-2,883
| -0.9% | -$300K | 1.71% | 19 |
|
|
2018
Q1 | $34.3M | Buy |
312,123
+50,770
| +19% | +$5.58M | 1.94% | 15 |
|
|
2017
Q4 | $27.9M | Sell |
261,353
-1,101
| -0.4% | -$118K | 1.75% | 17 |
|
|
2017
Q3 | $25.1M | Sell |
262,454
-2,981
| -1% | -$285K | 2.06% | 15 |
|
|
2017
Q2 | $24.3M | Sell |
265,435
-5,332
| -2% | -$487K | 1.96% | 17 |
|
|
2017
Q1 | $23.7M | Sell |
270,767
-55,453
| -17% | -$4.86M | 2.08% | 13 |
|
|
2016
Q4 | $21.9M | Sell |
326,220
-1,534
| -0.5% | -$103K | 3.11% | 7 |
|
|
2016
Q3 | $21.8M | Buy |
327,754
+40
| +0% | +$2.66K | 2.95% | 9 |
|
|
2016
Q2 | $20.4M | Sell |
327,714
-44,610
| -12% | -$2.77M | 2.44% | 9 |
|
|
2016
Q1 | $22M | Buy |
372,324
+2,110
| +0.6% | +$125K | 2.64% | 10 |
|
|
2015
Q4 | $24.4M | Buy |
+370,214
| New | +$24.4M | 2.83% | 9 |
|