Meitav Investment House’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 | $14.4M | Buy |
49,674
+7,794
| +19% | +$2.25M | 0.19% | 71 |
|
|
2025
Q1 | $10.3M | Sell |
41,880
-157,156
| -79% | -$38.5M | 0.19% | 77 |
|
|
2024
Q4 | $47.7M | Buy |
199,036
+1,485
| +0.8% | +$356K | 0.8% | 38 |
|
|
2024
Q3 | $41.8M | Sell |
197,551
-107,948
| -35% | -$22.8M | 0.7% | 42 |
|
|
2024
Q2 | $61.7M | Sell |
305,499
-68,087
| -18% | -$13.8M | 1.1% | 27 |
|
|
2024
Q1 | $74.8M | Buy |
373,586
+468
| +0.1% | +$93.8K | 1.47% | 19 |
|
|
2023
Q4 | $63.4M | Buy |
373,118
+1,154
| +0.3% | +$196K | 0.93% | 31 |
|
|
2023
Q3 | $55.2M | Buy |
371,964
+114,335
| +44% | +$17M | 0.89% | 33 |
|
|
2023
Q2 | $37M | Buy |
257,629
+184,843
| +254% | +$26.6M | 0.59% | 52 |
|
|
2023
Q1 | $10.1M | Sell |
72,786
-214,523
| -75% | -$29.9M | 0.17% | 106 |
|
|
2022
Q4 | $38.4M | Sell |
287,309
-57,309
| -17% | -$7.66M | 0.66% | 45 |
|
|
2022
Q3 | $36.6M | Sell |
344,618
-4,718
| -1% | -$501K | 0.64% | 46 |
|
|
2022
Q2 | $39.4M | Sell |
349,336
-21,350
| -6% | -$2.41M | 0.67% | 41 |
|
|
2022
Q1 | $50.6M | Sell |
370,686
-309,617
| -46% | -$42.2M | 0.75% | 40 |
|
|
2021
Q4 | $108M | Sell |
680,303
-24,760
| -4% | -$3.92M | 1.76% | 12 |
|
|
2021
Q3 | $115M | Buy |
705,063
+318,860
| +83% | +$52.2M | 1.89% | 8 |
|
|
2021
Q2 | $60.1M | Sell |
386,203
-21,341
| -5% | -$3.32M | 1.54% | 14 |
|
|
2021
Q1 | $62.1K | Buy |
407,544
+1,638
| +0.4% | +$249 | 1.74% | 10 |
|
|
2020
Q4 | $51.6M | Buy |
405,906
+86,189
| +27% | +$10.9M | 2.02% | 8 |
|
|
2020
Q3 | $30.8M | Buy |
319,717
+57,207
| +22% | +$5.51M | 1.53% | 20 |
|
|
2020
Q2 | $24.7M | Buy |
262,510
+51,567
| +24% | +$4.85M | 1.48% | 16 |
|
|
2020
Q1 | $19M | Buy |
210,943
+208,193
| +7,571% | +$18.8M | 1.42% | 16 |
|
|
2019
Q4 | $382K | Buy |
2,750
+970
| +54% | +$135K | 0.03% | 271 |
|
|
2019
Q3 | $209K | Buy |
+1,780
| New | +$209K | 0.02% | 408 |
|
|
2018
Q4 | – | Sell |
-3,540
| Closed | -$405K | – | 401 |
|
|
2018
Q3 | $405K | Sell |
3,540
-1,000
| -22% | -$114K | 0.02% | 355 |
|
|
2018
Q2 | $623K | Sell |
4,540
-341
| -7% | -$46.8K | 0.03% | 298 |
|
|
2018
Q1 | $535K | Buy |
4,881
+881
| +22% | +$96.6K | 0.03% | 252 |
|
|
2017
Q4 | $430K | Buy |
+4,000
| New | +$430K | 0.03% | 164 |
|