Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet’s JPMorgan Chase JPM Stock Holding History

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet’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
2024 Q3	–	Sell	-12,849	Closed	-$2.6M	–	63
2024 Q2	$2.6M	Hold	12,849	–	–	0.71%	37
2024 Q1	$2.57M	Hold	12,849	–	–	0.67%	43
2023 Q4	$2.18M	Hold	12,849	–	–	0.43%	65
2023 Q3	$1.91M	Hold	12,849	–	–	0.41%	68
2023 Q2	$1.85M	Sell	12,849 -14,237	-53%	-$1.96M	0.38%	71
2023 Q1	$3.49M	Sell	27,086 -23,351	-46%	-$3.2M	0.8%	47
2022 Q4	$6.74M	Sell	50,437 -15,400	-23%	-$1.95M	1.57%	16
2022 Q3	$6.98M	Hold	65,837	–	–	1.62%	18
2022 Q2	$7.35M	Sell	65,837 -17,313	-21%	-$2.15M	1.61%	17
2022 Q1	$11.3M	Hold	83,150	–	–	1.99%	15
2021 Q4	$13.2M	Hold	83,150	–	–	2.18%	12
2021 Q3	$13.6M	Hold	83,150	–	–	2.49%	12
2021 Q2	$12.9M	Hold	83,150	–	–	2.29%	12
2021 Q1	$12.7M	Hold	83,150	–	–	2.63%	8
2020 Q4	$10.6M	Buy	83,150 +7,470	+10%	+$835K	2.35%	10
2020 Q3	$7.29M	Hold	75,680	–	–	2.51%	13
2020 Q2	$7.12M	Buy	75,680 +32,988	+77%	+$3.13M	2.92%	9
2020 Q1	$3.84M	Buy	42,692 +11,119	+35%	+$1.35M	2.85%	11
2019 Q4	$4.4M	Hold	31,573	–	–	2.83%	11
2019 Q3	$3.2K	Hold	31,573	–	–	1.35%	18
2019 Q2	$3.2M	Hold	31,573	–	–	2.43%	12
2019 Q1	$3.2M	Buy	31,573 +13,631	+76%	+$1.4M	2.85%	10
2018 Q4	$1.75M	Buy	17,942 +4,323	+32%	+$461K	1.75%	14
2018 Q3	$1.46M	Hold	13,619	–	–	1.31%	21
2018 Q2	$1.62M	Hold	13,619	–	–	1.55%	16
2018 Q1	$1.51M	Buy	+13,619	New	+$1.54M	1.5%	18

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's JPM Position: Q3 2024 in Review

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 12,849 shares — an estimated $2.6M sold.

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet first reported a position in JPM in Q1 2018 and held it in 26 quarters. The position peaked at $13.6M in Q3 2021. 4,205 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet sold 12,849 JPMorgan Chase shares in Q3 2024, an estimated $2.6M.
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet first reported a position in JPMorgan Chase in Q1 2018 and held it in 26 quarters.
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's JPMorgan Chase position peaked at $13.6M in Q3 2021.
4,205 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's 13F filing for Q3 2024, filed 4 Nov 2024.