Yahav Achim Ve Achayot - Provident Funds Management Company’s JPMorgan Chase JPM Stock Holding History

Yahav Achim Ve Achayot - Provident Funds Management Company’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	–	Sell	-5,122	Closed	-$1.65M	–	27
2025 Q4	$1.65M	Buy	+5,122	New	+$1.59M	3.79%	10
2025 Q3	–	Sell	-5,960	Closed	-$1.73M	–	21
2025 Q2	$1.73M	Hold	5,960	–	–	5.6%	6
2025 Q1	$1.46M	Buy	+5,960	New	+$1.52M	5.93%	7

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Yahav Achim Ve Achayot - Provident Funds Management Company's JPM Position: Q1 2026 in Review

Yahav Achim Ve Achayot - Provident Funds Management Company sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 5,122 shares — an estimated $1.65M sold.

Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in JPM in Q1 2025 and held it in 3 quarters. The position peaked at $1.73M in Q2 2025. 5,066 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Yahav Achim Ve Achayot - Provident Funds Management Company reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Yahav Achim Ve Achayot - Provident Funds Management Company sold 5,122 JPMorgan Chase shares in Q1 2026, an estimated $1.65M.
Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in JPMorgan Chase in Q1 2025 and held it in 3 quarters.
Yahav Achim Ve Achayot - Provident Funds Management Company's JPMorgan Chase position peaked at $1.73M in Q2 2025.
5,066 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Yahav Achim Ve Achayot - Provident Funds Management Company's 13F filing for Q1 2026, filed 4 May 2026.