PVH
Psagot Value Holdings’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-12,723
| Closed | -$2.17M | – | 330 |
|
2023
Q4 | $2.17M | Hold |
12,723
| – | – | 0.94% | 24 |
|
2023
Q3 | $1.87M | Buy |
12,723
+33
| +0.3% | +$4.86K | 0.95% | 24 |
|
2023
Q2 | $1.81M | Buy |
12,690
+5,200
| +69% | +$742K | 0.92% | 21 |
|
2023
Q1 | $956K | Buy |
7,490
+955
| +15% | +$122K | 0.4% | 56 |
|
2022
Q4 | $876K | Sell |
6,535
-7,595
| -54% | -$1.02M | 0.26% | 76 |
|
2022
Q3 | $1.48M | Sell |
14,130
-8,695
| -38% | -$909K | 0.42% | 53 |
|
2022
Q2 | $2.57M | Sell |
22,825
-46,054
| -67% | -$5.19M | 0.6% | 40 |
|
2022
Q1 | $9.39M | Sell |
68,879
-12,591
| -15% | -$1.72M | 2.07% | 10 |
|
2021
Q4 | $12.9M | Sell |
81,470
-9,514
| -10% | -$1.51M | 2.47% | 8 |
|
2021
Q3 | $14.9M | Sell |
90,984
-304,510
| -77% | -$49.8M | 2.57% | 7 |
|
2021
Q2 | $61.5M | Sell |
395,494
-23,786
| -6% | -$3.7M | 2.2% | 10 |
|
2021
Q1 | $63.8M | Sell |
419,280
-80,277
| -16% | -$12.2M | 1.43% | 18 |
|
2020
Q4 | $63.5M | Sell |
499,557
-89,488
| -15% | -$11.4M | 1.47% | 15 |
|
2020
Q3 | $56.7M | Sell |
589,045
-61,377
| -9% | -$5.91M | 1.43% | 20 |
|
2020
Q2 | $61.2M | Buy |
650,422
+264,870
| +69% | +$24.9M | 1.71% | 17 |
|
2020
Q1 | $34.7M | Buy |
385,552
+45,411
| +13% | +$4.09M | 1.42% | 18 |
|
2019
Q4 | $47.4M | Sell |
340,141
-1,642
| -0.5% | -$229K | 1.6% | 14 |
|
2019
Q3 | $40.2M | Buy |
341,783
+516
| +0.2% | +$60.7K | 1.65% | 14 |
|
2019
Q2 | $38.2M | Sell |
341,267
-15,263
| -4% | -$1.71M | 1.55% | 15 |
|
2019
Q1 | $36.1M | Buy |
356,530
+119,862
| +51% | +$12.1M | 1.53% | 17 |
|
2018
Q4 | $23.1M | Buy |
236,668
+41,252
| +21% | +$4.03M | 1.06% | 25 |
|
2018
Q3 | $22.1M | Sell |
195,416
-2,900
| -1% | -$327K | 0.98% | 31 |
|
2018
Q2 | $20.7M | Sell |
198,316
-5,486
| -3% | -$572K | 0.96% | 34 |
|
2018
Q1 | $22.4M | Buy |
203,802
+121,899
| +149% | +$13.4M | 0.97% | 33 |
|
2017
Q4 | $8.76M | Buy |
81,903
+13,291
| +19% | +$1.42M | 0.38% | 50 |
|
2017
Q3 | $6.55M | Buy |
68,612
+7,518
| +12% | +$718K | 0.28% | 59 |
|
2017
Q2 | $5.58M | Buy |
61,094
+946
| +2% | +$86.5K | 0.24% | 64 |
|
2017
Q1 | $5.28M | Sell |
60,148
-5,840
| -9% | -$513K | 0.22% | 63 |
|
2016
Q4 | $5.69M | Sell |
65,988
-7,578
| -10% | -$654K | 0.24% | 59 |
|
2016
Q3 | $4.9M | Buy |
73,566
+1,702
| +2% | +$113K | 0.21% | 66 |
|
2016
Q2 | $4.47M | Sell |
71,864
-47,380
| -40% | -$2.94M | 0.19% | 72 |
|
2016
Q1 | $7.06M | Sell |
119,244
-34,454
| -22% | -$2.04M | 0.29% | 72 |
|
2015
Q4 | $10.1M | Sell |
153,698
-73,002
| -32% | -$4.82M | 0.36% | 56 |
|
2015
Q3 | $13.8M | Buy |
226,700
+25,093
| +12% | +$1.53M | 0.5% | 44 |
|
2015
Q2 | $13.7M | Buy |
201,607
+38,946
| +24% | +$2.64M | 0.43% | 54 |
|
2015
Q1 | $9.85M | Sell |
162,661
-7,261
| -4% | -$440K | 0.31% | 62 |
|
2014
Q4 | $10.6M | Buy |
169,922
+13,583
| +9% | +$850K | 0.36% | 53 |
|
2014
Q3 | $9.42M | Sell |
156,339
-14,065
| -8% | -$847K | 0.32% | 54 |
|
2014
Q2 | $9.82M | Sell |
170,404
-6,303
| -4% | -$363K | 0.33% | 49 |
|
2014
Q1 | $10.7M | Buy |
176,707
+15,667
| +10% | +$951K | 0.36% | 53 |
|
2013
Q4 | $9.42M | Sell |
161,040
-19,724
| -11% | -$1.15M | 0.33% | 50 |
|
2013
Q3 | $9.34M | Buy |
180,764
+16,253
| +10% | +$840K | 0.35% | 52 |
|
2013
Q2 | $8.69M | Buy |
+164,511
| New | +$8.69M | 0.37% | 53 |
|