MIFH
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Migdal Insurance & Financial Holdings’s JPMorgan Chase JPM Stock Holding History

Migdal Insurance & Financial 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 		$167M Buy
568,434
+317,010
+126% +$96.2M 1.45% 20
2025
Q4 		$81M Sell
251,424
-114
-0% -$35.3K 0.7% 32
2025
Q3 		$79.3M Sell
251,538
-454
-0.2% -$135K 0.85% 29
2025
Q2 		$73M Sell
251,992
-352
-0.1% -$89.8K 0.87% 27
2025
Q1 		$61.9M Sell
252,344
-1,360
-0.5% -$347K 0.87% 31
2024
Q4 		$60.8M Buy
253,704
+1,169
+0.5% +$272K 0.87% 32
2024
Q3 		$53.2M Buy
252,535
+33
+0% +$6.95K 0.86% 29
2024
Q2 		$51.1M Sell
252,502
-3,167
-1% -$619K 0.85% 28
2024
Q1 		$51.2M Buy
255,669
+113
+0% +$20.4K 0.82% 30
2023
Q4 		$43.5M Sell
255,556
-61,114
-19% -$9.26M 0.88% 27
2023
Q3 		$45.9M Buy
316,670
+110,062
+53% +$16.5M 0.98% 29
2023
Q2 		$30M Buy
206,608
+163,082
+375% +$22.4M 0.69% 39
2023
Q1 		$5.61M Buy
43,526
+13,792
+46% +$1.89M 0.12% 75
2022
Q4 		$3.96M Sell
29,734
-9,698
-25% -$1.23M 0.09% 83
2022
Q3 		$4.23M Buy
39,432
+30,862
+360% +$3.54M 0.1% 89
2022
Q2 		$971K Sell
8,570
-582,484
-99% -$72.2M 0.02% 133
2022
Q1 		$80.7M Sell
591,054
-249,179
-30% -$36.8M 1.41% 27
2021
Q4 		$133M Sell
840,233
-48,329
-5% -$7.94M 1.28% 18
2021
Q3 		$146M Buy
888,562
+234,540
+36% +$36.8M 1.53% 15
2021
Q2 		$102M Sell
654,022
-326,669
-33% -$51.3M 1.07% 24
2021
Q1 		$149M Buy
980,691
+82,700
+9% +$11.9M 1.51% 15
2020
Q4 		$114M Buy
897,991
+113,679
+14% +$12.7M 1.35% 18
2020
Q3 		$75.5M Buy
784,312
+162,420
+26% +$15.9M 1.05% 22
2020
Q2 		$58.5M Buy
621,892
+568,770
+1,071% +$54M 0.95% 28
2020
Q1 		$4.78M Sell
53,122
-161,730
-75% -$19.6M 0.11% 95
2019
Q4 		$29.9M Buy
214,852
+27
+0% +$3.46K 0.58% 44
2019
Q3 		$25.3M Sell
214,825
-19,995
-9% -$2.26M 0.52% 46
2019
Q2 		$26.3M Sell
234,820
-50
-0% -$5.51K 0.67% 40
2019
Q1 		$23.8M Sell
234,870
-278,120
-54% -$28.7M 0.57% 39
2018
Q4 		$50.1M Buy
512,990
+322,427
+169% +$34.4M 1.13% 21
2018
Q3 		$21.5M Sell
190,563
-24,825
-12% -$2.82M 0.45% 54
2018
Q2 		$22.4M Buy
215,388
+19,693
+10% +$2.16M 0.53% 47
2018
Q1 		$21.5M Buy
195,695
+44,782
+30% +$5.07M 0.51% 45
2017
Q4 		$16.1M Sell
150,913
-6,973
-4% -$706K 0.4% 59
2017
Q3 		$15.1M Sell
157,886
-116,473
-42% -$10.7M 0.36% 65
2017
Q2 		$25.1M Buy
274,359
+565
+0.2% +$48.8K 0.57% 43
2017
Q1 		$24.1M Sell
273,794
-26,756
-9% -$2.36M 0.58% 45
2016
Q4 		$20M Buy
300,550
+71,101
+31% +$5.42M 0.51% 42
2016
Q3 		$15.3M Buy
229,449
+175,782
+328% +$11.5M 0.44% 49
2016
Q2 		$3.33M Hold
53,667
– – 0.09% 93
2016
Q1 		$3.18M Sell
53,667
-26,400
-33% -$1.54M 0.1% 88
2015
Q4 		$5.29M Buy
+80,067
New +$5.21M 0.15% 72

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

Migdal Insurance & Financial Holdings's JPM Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings increased its JPMorgan Chase (JPM) stake by 126% in Q1 2026, buying an estimated $96.2M and bringing the position to 568,434 shares worth $167M. The position accounts for 1.45% of the portfolio, ranked #20.

Migdal Insurance & Financial Holdings first reported a position in JPM in Q4 2015 and has held it in 42 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Migdal Insurance & Financial Holdings held 568,434 shares of JPMorgan Chase worth $167M as of Q1 2026.
  • Migdal Insurance & Financial Holdings bought 317,010 JPMorgan Chase shares in Q1 2026, an estimated $96.2M.
  • JPMorgan Chase made up 1.45% of Migdal Insurance & Financial Holdings's portfolio in Q1 2026, its #20 holding.
  • Migdal Insurance & Financial Holdings first reported a position in JPMorgan Chase in Q4 2015 and has held it in 42 quarters since.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.