Meitav Investment House’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 | $82.3M | Buy |
251,402
+14,111
| +6% | +$4.38M | 0.55% | 44 |
|
|
2026
Q1 | $69.8M | Buy |
237,291
+193,360
| +440% | +$58.7M | 0.77% | 32 |
|
|
2025
Q4 | $14.2M | Buy |
43,931
+16,390
| +60% | +$5.07M | 0.16% | 76 |
|
|
2025
Q3 | $8.69M | Sell |
27,541
-22,133
| -45% | -$6.58M | 0.11% | 83 |
|
|
2025
Q2 | $14.4M | Buy |
49,674
+7,794
| +19% | +$1.99M | 0.19% | 71 |
|
|
2025
Q1 | $10.3M | Sell |
41,880
-157,156
| -79% | -$40.1M | 0.19% | 77 |
|
|
2024
Q4 | $47.7M | Buy |
199,036
+1,485
| +0.8% | +$346K | 0.8% | 38 |
|
|
2024
Q3 | $41.8M | Sell |
197,551
-107,948
| -35% | -$22.7M | 0.7% | 42 |
|
|
2024
Q2 | $61.7M | Sell |
305,499
-68,087
| -18% | -$13.3M | 1.1% | 27 |
|
|
2024
Q1 | $74.8M | Buy |
373,586
+468
| +0.1% | +$84.4K | 1.47% | 19 |
|
|
2023
Q4 | $63.4M | Buy |
373,118
+1,154
| +0.3% | +$175K | 0.93% | 31 |
|
|
2023
Q3 | $55.2M | Buy |
371,964
+114,335
| +44% | +$17.1M | 0.89% | 33 |
|
|
2023
Q2 | $37M | Buy |
257,629
+184,843
| +254% | +$25.4M | 0.59% | 52 |
|
|
2023
Q1 | $10.1M | Sell |
72,786
-214,523
| -75% | -$29.4M | 0.17% | 106 |
|
|
2022
Q4 | $38.4M | Sell |
287,309
-57,309
| -17% | -$7.26M | 0.66% | 45 |
|
|
2022
Q3 | $36.6M | Sell |
344,618
-4,718
| -1% | -$541K | 0.64% | 46 |
|
|
2022
Q2 | $39.4M | Sell |
349,336
-21,350
| -6% | -$2.65M | 0.67% | 41 |
|
|
2022
Q1 | $50.6M | Sell |
370,686
-309,617
| -46% | -$45.7M | 0.75% | 40 |
|
|
2021
Q4 | $108M | Sell |
680,303
-24,760
| -4% | -$4.07M | 1.76% | 12 |
|
|
2021
Q3 | $115M | Buy |
705,063
+318,860
| +83% | +$50M | 1.89% | 8 |
|
|
2021
Q2 | $60.1M | Sell |
386,203
-21,341
| -5% | -$3.35M | 1.54% | 14 |
|
|
2021
Q1 | $62.1K | Buy |
407,544
+1,638
| +0.4% | +$236K | 1.74% | 10 |
|
|
2020
Q4 | $51.6M | Buy |
405,906
+86,189
| +27% | +$9.63M | 2.02% | 8 |
|
|
2020
Q3 | $30.8M | Buy |
319,717
+57,207
| +22% | +$5.62M | 1.53% | 20 |
|
|
2020
Q2 | $24.7M | Buy |
262,510
+51,567
| +24% | +$4.89M | 1.48% | 16 |
|
|
2020
Q1 | $19M | Buy |
210,943
+208,193
| +7,571% | +$25.3M | 1.42% | 16 |
|
|
2019
Q4 | $382K | Buy |
2,750
+970
| +54% | +$124K | 0.03% | 271 |
|
|
2019
Q3 | $209K | Buy |
+1,780
| New | +$201K | 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% | -$37.4K | 0.03% | 298 |
|
|
2018
Q1 | $535K | Buy |
4,881
+881
| +22% | +$99.8K | 0.03% | 253 |
|
|
2017
Q4 | $430K | Buy |
+4,000
| New | +$405K | 0.03% | 164 |
|
Other funds holding JPM
Meitav Investment House's JPM Position: Q2 2026 in Review
Meitav Investment House increased its JPMorgan Chase (JPM) stake by 5.9% in Q2 2026, buying an estimated $4.38M and bringing the position to 251,402 shares worth $82.3M. The position accounts for 0.55% of the portfolio, ranked #44.
Meitav Investment House first reported a position in JPM in Q4 2017 and has held it in 32 quarters since. The position peaked at $115M in Q3 2021. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Meitav Investment House held 251,402 shares of JPMorgan Chase worth $82.3M as of Q2 2026.
- Meitav Investment House bought 14,111 JPMorgan Chase shares in Q2 2026, an estimated $4.38M.
- JPMorgan Chase made up 0.55% of Meitav Investment House's portfolio in Q2 2026, its #44 holding.
- Meitav Investment House first reported a position in JPMorgan Chase in Q4 2017 and has held it in 32 quarters since.
- Meitav Investment House's JPMorgan Chase position peaked at $115M in Q3 2021.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.