Harel Insurance Investments & Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.83M | Buy |
26,975
+2,430
| +10% | +$755K | 0.04% | 111 |
|
|
2026
Q1 | $7.22M | Sell |
24,545
-148,774
| -86% | -$45.2M | 0.05% | 91 |
|
|
2025
Q4 | $55.8M | Buy |
173,319
+158,806
| +1,094% | +$49.2M | 0.48% | 44 |
|
|
2025
Q3 | $4.57M | Buy |
14,513
+4,205
| +41% | +$1.25M | 0.04% | 125 |
|
|
2025
Q2 | $2.99M | Sell |
10,308
-934
| -8% | -$238K | 0.03% | 130 |
|
|
2025
Q1 | $2.76M | Sell |
11,242
-335
| -3% | -$85.4K | 0.04% | 135 |
|
|
2024
Q4 | $2.77M | Buy |
11,577
+1,595
| +16% | +$371K | 0.05% | 110 |
|
|
2024
Q3 | $2.1M | Sell |
9,982
-330
| -3% | -$69.5K | 0.04% | 123 |
|
|
2024
Q2 | $2.08M | Sell |
10,312
-862
| -8% | -$169K | 0.04% | 122 |
|
|
2024
Q1 | $2.24M | Buy |
11,174
+1,801
| +19% | +$325K | 0.04% | 114 |
|
|
2023
Q4 | $1.59M | Sell |
9,373
-270
| -3% | -$40.9K | 0.03% | 148 |
|
|
2023
Q3 | $1.4M | Buy |
9,643
+1,485
| +18% | +$223K | 0.03% | 146 |
|
|
2023
Q2 | $1.19M | Sell |
8,158
-9
| -0.1% | -$1.24K | 0.03% | 136 |
|
|
2023
Q1 | $1.06M | Sell |
8,167
-1,970
| -19% | -$270K | 0.02% | 171 |
|
|
2022
Q4 | $1.36M | Sell |
10,137
-1,736
| -15% | -$220K | 0.03% | 144 |
|
|
2022
Q3 | $1.25M | Buy |
11,873
+3,923
| +49% | +$450K | 0.03% | 158 |
|
|
2022
Q2 | $895K | Sell |
7,950
-556,513
| -99% | -$69M | 0.02% | 193 |
|
|
2022
Q1 | $76.9M | Sell |
564,463
-5,602
| -1% | -$827K | 1.26% | 27 |
|
|
2021
Q4 | $90.3M | Sell |
570,065
-220,617
| -28% | -$36.2M | 1.71% | 19 |
|
|
2021
Q3 | $129M | Sell |
790,682
-21,036
| -3% | -$3.3M | 3.37% | 12 |
|
|
2021
Q2 | $136M | Sell |
811,718
-154,505
| -16% | -$24.3M | 2.99% | 9 |
|
|
2021
Q1 | $153M | Sell |
966,223
-70
| -0% | -$10.1K | 2.89% | 9 |
|
|
2020
Q4 | $128M | Buy |
966,293
+424,977
| +79% | +$47.5M | 3.03% | 6 |
|
|
2020
Q3 | $52.1M | Buy |
541,316
+255,074
| +89% | +$25M | 1.78% | 21 |
|
|
2020
Q2 | $26.9M | Buy |
286,242
+62,032
| +28% | +$5.89M | 0.93% | 32 |
|
|
2020
Q1 | $20.2M | Buy |
224,210
+219,510
| +4,670% | +$26.7M | 0.95% | 32 |
|
|
2019
Q4 | $655K | Buy |
4,700
+1,917
| +69% | +$246K | 0.03% | 103 |
|
|
2019
Q3 | $328K | Sell |
2,783
-5,600
| -67% | -$633K | 0.02% | 153 |
|
|
2019
Q2 | $937K | Sell |
8,383
-217,545
| -96% | -$24M | 0.05% | 75 |
|
|
2019
Q1 | $22.9M | Sell |
225,928
-89,392
| -28% | -$9.21M | 1.33% | 20 |
|
|
2018
Q4 | $30.8M | Buy |
315,320
+9,697
| +3% | +$1.03M | 1.89% | 13 |
|
|
2018
Q3 | $34.5M | Sell |
305,623
-3,617
| -1% | -$411K | 1.7% | 17 |
|
|
2018
Q2 | $32.2M | Sell |
309,240
-2,883
| -0.9% | -$316K | 1.71% | 19 |
|
|
2018
Q1 | $34.3M | Buy |
312,123
+50,770
| +19% | +$5.75M | 1.94% | 15 |
|
|
2017
Q4 | $27.9M | Sell |
261,353
-1,101
| -0.4% | -$111K | 1.75% | 17 |
|
|
2017
Q3 | $25.1M | Sell |
262,454
-2,981
| -1% | -$275K | 2.06% | 15 |
|
|
2017
Q2 | $24.3M | Sell |
265,435
-5,332
| -2% | -$460K | 1.96% | 17 |
|
|
2017
Q1 | $23.7M | Sell |
270,767
-55,453
| -17% | -$4.89M | 2.08% | 13 |
|
|
2016
Q4 | $21.9M | Sell |
326,220
-1,534
| -0.5% | -$117K | 3.11% | 7 |
|
|
2016
Q3 | $21.8M | Buy |
327,754
+40
| +0% | +$2.61K | 2.95% | 9 |
|
|
2016
Q2 | $20.4M | Sell |
327,714
-44,610
| -12% | -$2.79M | 2.44% | 9 |
|
|
2016
Q1 | $22M | Buy |
372,324
+2,110
| +0.6% | +$123K | 2.64% | 10 |
|
|
2015
Q4 | $24.4M | Buy |
+370,214
| New | +$24.1M | 2.83% | 9 |
|
Other funds holding JPM
Harel Insurance Investments & Financial Services's JPM Position: Q2 2026 in Review
Harel Insurance Investments & Financial Services increased its JPMorgan Chase (JPM) stake by 9.9% in Q2 2026, buying an estimated $755K and bringing the position to 26,975 shares worth $8.83M. The position accounts for 0.04% of the portfolio, ranked #111.
Harel Insurance Investments & Financial Services first reported a position in JPM in Q4 2015 and has held it in 43 quarters since. The position peaked at $153M in Q1 2021. 5,123 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Harel Insurance Investments & Financial Services held 26,975 shares of JPMorgan Chase worth $8.83M as of Q2 2026.
- Harel Insurance Investments & Financial Services bought 2,430 JPMorgan Chase shares in Q2 2026, an estimated $755K.
- JPMorgan Chase made up 0.04% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #111 holding.
- Harel Insurance Investments & Financial Services first reported a position in JPMorgan Chase in Q4 2015 and has held it in 43 quarters since.
- Harel Insurance Investments & Financial Services's JPMorgan Chase position peaked at $153M in Q1 2021.
- 5,123 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.