Israel Discount Bank of New York’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 | $472K | Sell |
1,629
-195
| -11% | -$56.5K | 1.79% | 17 |
|
|
2025
Q1 | $447K | Sell |
1,824
-711
| -28% | -$174K | 0.34% | 22 |
|
|
2024
Q4 | $608K | Sell |
2,535
-72
| -3% | -$17.3K | 0.44% | 23 |
|
|
2024
Q3 | $550K | Buy |
2,607
+71
| +3% | +$15K | 0.82% | 22 |
|
|
2024
Q2 | $513K | Sell |
2,536
-2,458
| -49% | -$497K | 0.82% | 25 |
|
|
2024
Q1 | $1M | Sell |
4,994
-3,133
| -39% | -$628K | 1.25% | 20 |
|
|
2023
Q4 | $1.38M | Sell |
8,127
-217
| -3% | -$36.9K | 1.08% | 22 |
|
|
2023
Q3 | $1.21M | Sell |
8,344
-229
| -3% | -$33.2K | 1% | 22 |
|
|
2023
Q2 | $1.25M | Sell |
8,573
-2,380
| -22% | -$346K | 0.99% | 22 |
|
|
2023
Q1 | $1.43M | Sell |
10,953
-660
| -6% | -$86K | 1.07% | 19 |
|
|
2022
Q4 | $1.56M | Sell |
11,613
-1,122
| -9% | -$150K | 1.32% | 19 |
|
|
2022
Q3 | $1.33M | Buy |
12,735
+66
| +0.5% | +$6.9K | 1.1% | 21 |
|
|
2022
Q2 | $1.43M | Sell |
12,669
-46
| -0.4% | -$5.18K | 1.08% | 21 |
|
|
2022
Q1 | $1.73M | Sell |
12,715
-47
| -0.4% | -$6.41K | 1.14% | 20 |
|
|
2021
Q4 | $2.02M | Sell |
12,762
-580
| -4% | -$91.8K | 1.25% | 18 |
|
|
2021
Q3 | $2.18M | Buy |
+13,342
| New | +$2.18M | 1.48% | 14 |
|
|
2021
Q1 | $1.86M | Sell |
12,232
-124
| -1% | -$18.9K | 1.44% | 16 |
|
|
2020
Q4 | $1.57M | Sell |
12,356
-6,620
| -35% | -$841K | 1.14% | 18 |
|
|
2020
Q3 | $1.83M | Sell |
18,976
-1,441
| -7% | -$139K | 1.18% | 18 |
|
|
2020
Q2 | $1.92M | Sell |
20,417
-3,696
| -15% | -$348K | 1.31% | 17 |
|
|
2020
Q1 | $2.17M | Buy |
24,113
+2,518
| +12% | +$227K | 1.67% | 16 |
|
|
2019
Q4 | $3.01M | Buy |
21,595
+1,566
| +8% | +$218K | 1.97% | 11 |
|
|
2019
Q3 | $2.36M | Buy |
20,029
+1,469
| +8% | +$173K | 1.73% | 12 |
|
|
2019
Q2 | $2.08M | Buy |
18,560
+491
| +3% | +$54.9K | 1.57% | 12 |
|
|
2019
Q1 | $1.83M | Buy |
18,069
+817
| +5% | +$82.7K | 1.25% | 13 |
|
|
2018
Q4 | $1.68M | Sell |
17,252
-55
| -0.3% | -$5.37K | 1.29% | 13 |
|
|
2018
Q3 | $1.95M | Buy |
17,307
+424
| +3% | +$47.8K | 1.28% | 14 |
|
|
2018
Q2 | $1.76M | Sell |
16,883
-1,416
| -8% | -$148K | 1.16% | 12 |
|
|
2018
Q1 | $2.01M | Sell |
18,299
-334
| -2% | -$36.7K | 1.34% | 12 |
|
|
2017
Q4 | $1.99M | Buy |
18,633
+145
| +0.8% | +$15.5K | 1.38% | 11 |
|
|
2017
Q3 | $1.77M | Sell |
18,488
-1,162
| -6% | -$111K | 1.32% | 12 |
|
|
2017
Q2 | $1.8M | Sell |
19,650
-2,280
| -10% | -$208K | 1.44% | 10 |
|
|
2017
Q1 | $1.93M | Buy |
21,930
+405
| +2% | +$35.6K | 1.58% | 9 |
|
|
2016
Q4 | $1.86M | Buy |
+21,525
| New | +$1.86M | 1.68% | 9 |
|