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Menora Mivtachim Holdings’s JPMorgan Chase JPM Stock Holding History

Menora Mivtachim Holdings’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
2026
Q1 		$227M Sell
771,264
-334,300
-30% -$101M 1.07% 28
2025
Q4 		$356M Sell
1,105,564
-376,550
-25% -$117M 1.67% 16
2025
Q3 		$468M Hold
1,482,114
– – 2.37% 10
2025
Q2 		$430M Hold
1,482,114
– – 2.47% 9
2025
Q1 		$364M Sell
1,482,114
-2,200
-0.1% -$561K 2.36% 10
2024
Q4 		$356M Sell
1,484,314
-92,934
-6% -$21.6M 2.23% 11
2024
Q3 		$333M Sell
1,577,248
-122,334
-7% -$25.8M 2.1% 12
2024
Q2 		$344M Buy
1,699,582
+25,913
+2% +$5.07M 2.34% 13
2024
Q1 		$335M Buy
1,673,669
+111,495
+7% +$20.1M 2.52% 10
2023
Q4 		$266M Buy
1,562,174
+362,100
+30% +$54.9M 2.24% 13
2023
Q3 		$174M Buy
+1,200,074
New +$180M 1.58% 23
2020
Q4 		– Sell
-978,061
Closed -$94.2M – 54
2020
Q3 		$94.2M Sell
978,061
-13,746
-1% -$1.35M 2.09% 22
2020
Q2 		$93.3M Sell
991,807
-464,088
-32% -$44M 2.29% 22
2020
Q1 		$131M Buy
1,455,895
+277,653
+24% +$33.7M 3.57% 7
2019
Q4 		$164M Sell
1,178,242
-173,000
-13% -$22.2M 3.92% 2
2019
Q3 		$159M Buy
1,351,242
+121,500
+10% +$13.7M 3.87% 2
2019
Q2 		$137M Buy
1,229,742
+378,320
+44% +$41.7M 3.72% 1
2019
Q1 		$86.2M Buy
851,422
+367
+0% +$37.8K 2.31% 13
2018
Q4 		$83.1M Buy
851,055
+388,220
+84% +$41.4M 2.4% 8
2018
Q3 		$52.2M Buy
462,835
+141,660
+44% +$16.1M 1.41% 25
2018
Q2 		$33.5M Hold
321,175
– – 0.95% 43
2018
Q1 		$35.3M Sell
321,175
-800
-0.2% -$90.6K 1.12% 30
2017
Q4 		$34.4M Sell
321,975
-3,700
-1% -$375K 1.33% 31
2017
Q3 		$31.1M Hold
325,675
– – 1.26% 32
2017
Q2 		$29.8M Sell
325,675
-120,300
-27% -$10.4M 1.39% 29
2017
Q1 		$39.2M Sell
445,975
-13,590
-3% -$1.2M 1.99% 19
2016
Q4 		$39.7M Sell
459,565
-745,830
-62% -$56.9M 2.03% 17
2016
Q3 		$80.3M Hold
1,205,395
– – 4.41% 7
2016
Q2 		$74.9M Buy
1,205,395
+200
+0% +$12.5K 4.23% 8
2016
Q1 		$71.4M Buy
1,205,195
+880
+0.1% +$51.4K 4.27% 7
2015
Q4 		$79.5M Hold
1,204,315
– – 5.07% 4
2015
Q3 		$73.4M Buy
1,204,315
+326,000
+37% +$21.4M 5.48% 3
2015
Q2 		$59.5M Buy
878,315
+6,470
+0.7% +$422K 4.52% 5
2015
Q1 		$52.8M Buy
871,845
+365,600
+72% +$21.7M 4.27% 6
2014
Q4 		$31.7M Sell
506,245
-278,000
-35% -$16.7M 2.78% 15
2014
Q3 		$47.2M Hold
784,245
– – 3.25% 14
2014
Q2 		$45.2M Hold
784,245
– – 3.62% 10
2014
Q1 		$47.6M Sell
784,245
-1,120
-0.1% -$64.7K 3.9% 9
2013
Q4 		$45.9M Buy
785,365
+64,615
+9% +$3.54M 4.04% 7
2013
Q3 		$37.3M Sell
720,750
-10,000
-1% -$536K 3.41% 8
2013
Q2 		$38.6M Buy
+730,750
New +$37.2M 3.28% 7

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Menora Mivtachim Holdings's JPM Position: Q1 2026 in Review

Menora Mivtachim Holdings reduced its JPMorgan Chase (JPM) stake by 30% in Q1 2026, selling an estimated $101M and leaving 771,264 shares worth $227M. The position accounts for 1.07% of the portfolio, ranked #28.

Menora Mivtachim Holdings first reported a position in JPM in Q2 2013 and has held it in 41 quarters since. The position peaked at $468M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Menora Mivtachim Holdings held 771,264 shares of JPMorgan Chase worth $227M as of Q1 2026.
  • Menora Mivtachim Holdings sold 334,300 JPMorgan Chase shares in Q1 2026, an estimated $101M.
  • JPMorgan Chase made up 1.07% of Menora Mivtachim Holdings's portfolio in Q1 2026, its #28 holding.
  • Menora Mivtachim Holdings first reported a position in JPMorgan Chase in Q2 2013 and has held it in 41 quarters since.
  • Menora Mivtachim Holdings's JPMorgan Chase position peaked at $468M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.