Harel Insurance Investments & Financial Services Ltd.

Insurance

Position in JPM — Jpmorgan Chase & Co

CIK 1429390 Ramat Gan, L3

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$8,829,726

+$1,609,569 QoQ

Shares Held

26,975

+9.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,580

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Harel Insurance Investments & Financial Services Ltd. holds $26,719,382 across 6 Banks - Diversified names. JPM ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	70,862	$9,917,845
2	JPM	Jpmorgan Chase & Co This page	26,975	$8,829,726
3	BAC	Bank Of America Corp /De/	134,358	$7,655,718
4	WFC	Wells Fargo & Company/Mn	1,600	$132,224
5	BNY	Bank of New York Mellon Corp	900	$130,149
6	BCS	Barclays PLC	2,000	$53,720

All Filings in JPM

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,829,726	26,975	+9.9%	Shares	Defined	2026-07-29
2026-03-31	$7,220,157	24,545	-85.8%	Shares	Defined	2026-05-05
2025-12-31	$55,846,848	173,319	+1094.2%	Shares	Defined	2026-02-03
2025-09-30	$4,577,835	14,513	+40.8%	Shares	Defined	2025-10-29
2025-06-30	$2,988,392	10,308	-8.3%	Shares	Defined	2025-08-05
2025-03-31	$2,757,662	11,242	-2.9%	Shares	Defined	2025-04-29
2024-12-31	$2,775,122	11,577	+16.0%	Shares	Defined	2025-01-21
2024-09-30	$2,104,804	9,982	-3.2%	Shares	Defined	2024-10-15
2024-06-30	$2,085,705	10,312	-7.7%	Shares	Defined	2024-07-22
2024-03-31	$2,238,152	11,174	+19.2%	Shares	Defined	2024-04-30
2023-12-31	$1,594,347	9,373	-2.8%	Shares	Defined	2024-01-30
2023-09-30	$1,398,427	9,643	+18.2%	Shares	Defined	2023-10-30
2023-06-30	$1,186,499	8,158	-0.1%	Shares	Defined	2023-07-17
2023-03-31	$1,064,241	8,167	-19.4%	Shares	Defined	2023-05-02
2022-12-31	$1,359,371	10,137	-14.6%	Shares	Defined	2023-01-26
2022-09-30	$1,240,728	11,873	+49.3%	Shares	Defined	2022-10-31
2022-06-30	$895,249	7,950	-98.6%	Shares	Defined	2022-07-19
2022-03-31	$76,947,596	564,463	-1.0%	Shares	Defined	2022-05-03
2021-12-31	$90,269,792	570,065	-27.9%	Shares	Defined	2022-02-07
2021-09-30	$129,426,736	790,682	-2.6%	Shares	Defined	2021-10-25
2021-06-30	$126,254,617	811,718	-16.0%	Shares	Defined	2021-07-26
2021-03-31	$147,088,127	966,223	-0.0%	Shares	Defined	2021-04-27
2020-12-31	$122,786,851	966,293	+78.5%	Shares	Defined	2021-01-26
2020-09-30	$52,112,491	541,316	+89.1%	Shares	Defined	2020-10-20
2020-06-30	$26,923,922	286,242	+27.7%	Shares	Defined	2020-07-14
2020-03-31	$20,185,626	224,210	—	Shares	Defined	2020-04-28
No filing history on record for this holder in this stock.