Psagot Value Holdings’s JPMorgan Chase JPM Stock Holding History

Psagot Value 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
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%	+$4.95K	0.95%	24
2023 Q2	$1.81M	Buy	12,690 +5,200	+69%	+$715K	0.92%	21
2023 Q1	$956K	Buy	7,490 +955	+15%	+$131K	0.4%	56
2022 Q4	$876K	Sell	6,535 -7,595	-54%	-$962K	0.26%	76
2022 Q3	$1.48M	Sell	14,130 -8,695	-38%	-$998K	0.42%	53
2022 Q2	$2.57M	Sell	22,825 -46,054	-67%	-$5.71M	0.6%	40
2022 Q1	$9.39M	Sell	68,879 -12,591	-15%	-$1.86M	2.07%	10
2021 Q4	$12.9M	Sell	81,470 -9,514	-10%	-$1.56M	2.47%	8
2021 Q3	$14.9M	Sell	90,984 -304,510	-77%	-$47.7M	2.57%	7
2021 Q2	$61.5M	Sell	395,494 -23,786	-6%	-$3.74M	2.2%	10
2021 Q1	$63.8M	Sell	419,280 -80,277	-16%	-$11.5M	1.43%	18
2020 Q4	$63.5M	Sell	499,557 -89,488	-15%	-$10M	1.47%	15
2020 Q3	$56.7M	Sell	589,045 -61,377	-9%	-$6.03M	1.43%	20
2020 Q2	$61.2M	Buy	650,422 +264,870	+69%	+$25.1M	1.71%	17
2020 Q1	$34.7M	Buy	385,552 +45,411	+13%	+$5.52M	1.42%	18
2019 Q4	$47.4M	Sell	340,141 -1,642	-0.5%	-$211K	1.6%	14
2019 Q3	$40.2M	Buy	341,783 +516	+0.2%	+$58.4K	1.65%	14
2019 Q2	$38.2M	Sell	341,267 -15,263	-4%	-$1.68M	1.55%	15
2019 Q1	$36.1M	Buy	356,530 +119,862	+51%	+$12.3M	1.53%	17
2018 Q4	$23.1M	Buy	236,668 +41,252	+21%	+$4.4M	1.06%	25
2018 Q3	$22.1M	Sell	195,416 -2,900	-1%	-$329K	0.98%	31
2018 Q2	$20.7M	Sell	198,316 -5,486	-3%	-$602K	0.96%	34
2018 Q1	$22.4M	Buy	203,802 +121,899	+149%	+$13.8M	0.97%	33
2017 Q4	$8.76M	Buy	81,903 +13,291	+19%	+$1.35M	0.38%	50
2017 Q3	$6.55M	Buy	68,612 +7,518	+12%	+$693K	0.28%	59
2017 Q2	$5.58M	Buy	61,094 +946	+2%	+$81.6K	0.24%	64
2017 Q1	$5.28M	Sell	60,148 -5,840	-9%	-$515K	0.22%	63
2016 Q4	$5.69M	Sell	65,988 -7,578	-10%	-$578K	0.24%	59
2016 Q3	$4.9M	Buy	73,566 +1,702	+2%	+$111K	0.21%	66
2016 Q2	$4.47M	Sell	71,864 -47,380	-40%	-$2.96M	0.19%	72
2016 Q1	$7.06M	Sell	119,244 -34,454	-22%	-$2.01M	0.29%	72
2015 Q4	$10.1M	Sell	153,698 -73,002	-32%	-$4.75M	0.36%	56
2015 Q3	$13.8M	Buy	226,700 +25,093	+12%	+$1.64M	0.5%	44
2015 Q2	$13.7M	Buy	201,607 +38,946	+24%	+$2.54M	0.43%	54
2015 Q1	$9.85M	Sell	162,661 -7,261	-4%	-$430K	0.31%	62
2014 Q4	$10.6M	Buy	169,922 +13,583	+9%	+$817K	0.36%	53
2014 Q3	$9.42M	Sell	156,339 -14,065	-8%	-$822K	0.32%	54
2014 Q2	$9.82M	Sell	170,404 -6,303	-4%	-$354K	0.33%	49
2014 Q1	$10.7M	Buy	176,707 +15,667	+10%	+$905K	0.36%	53
2013 Q4	$9.42M	Sell	161,040 -19,724	-11%	-$1.08M	0.33%	50
2013 Q3	$9.34M	Buy	180,764 +16,253	+10%	+$872K	0.35%	52
2013 Q2	$8.69M	Buy	+164,511	New	+$8.36M	0.37%	53

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Psagot Value Holdings's JPM Position: Q1 2024 in Review

Psagot Value Holdings sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 12,723 shares — an estimated $2.17M sold.

Psagot Value Holdings first reported a position in JPM in Q2 2013 and held it in 43 quarters. The position peaked at $63.8M in Q1 2021. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

Psagot Value Holdings reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 12,723 JPMorgan Chase shares in Q1 2024, an estimated $2.17M.
Psagot Value Holdings first reported a position in JPMorgan Chase in Q2 2013 and held it in 43 quarters.
Psagot Value Holdings's JPMorgan Chase position peaked at $63.8M in Q1 2021.
4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.