Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$2.05M | 0.38% | 71 |
|
|
2023
Q1 | $3.49M | Sell |
27,086
-23,351
| -46% | -$3.01M | 0.8% | 47 |
|
|
2022
Q4 | $6.74M | Sell |
50,437
-15,400
| -23% | -$2.06M | 1.57% | 16 |
|
|
2022
Q3 | $6.98M | Hold |
65,837
| – | – | 1.62% | 18 |
|
|
2022
Q2 | $7.35M | Sell |
65,837
-17,313
| -21% | -$1.93M | 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% | +$949K | 2.35% | 10 |
|
|
2020
Q3 | $7.29M | Hold |
75,680
| – | – | 2.51% | 13 |
|
|
2020
Q2 | $7.12M | Buy |
75,680
+32,988
| +77% | +$3.1M | 2.92% | 9 |
|
|
2020
Q1 | $3.84M | Buy |
42,692
+11,119
| +35% | +$1M | 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% | +$1.38M | 2.85% | 10 |
|
|
2018
Q4 | $1.75M | Buy |
17,942
+4,323
| +32% | +$422K | 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 | +$1.51M | 1.5% | 18 |
|