Analyst IMS Investment Management Services Ltd.

Position in JPM — Jpmorgan Chase & Co

CIK 1634208 Tel-aviv, L3

Position in JPM

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

Position Value

$974,788

-$191,850 QoQ

Shares Held

2,978

-24.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#3,673

of 5,058 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Analyst IMS Investment Management Services Ltd. holds $5,487,146 across 4 Banks - Diversified names. JPM ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	24,103	$3,373,455
2	JPM	Jpmorgan Chase & Co This page	2,978	$974,788
3	BAC	Bank Of America Corp /De/	14,565	$829,913
4	WFC	Wells Fargo & Company/Mn	3,739	$308,990

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$974,788	2,978	-24.9%	Shares	Defined	2026-07-29
2026-03-31	$1,166,638	3,966	+3.3%	Shares	Defined	2026-04-23
2025-12-31	$1,237,647	3,841	-47.7%	Shares	Defined	2026-01-20
2025-09-30	$2,317,148	7,346	-56.5%	Shares	Defined	2025-10-20
2025-06-30	$4,895,130	16,885	+2.7%	Shares	Defined	2025-08-04
2025-03-31	$4,032,241	16,438	+77.8%	Shares	Defined	2025-04-21
2024-12-31	$2,216,598	9,247	+19.9%	Shares	Defined	2025-02-10
2024-09-30	$1,626,784	7,715	+71.4%	Shares	Defined	2024-11-12
2024-06-30	$910,574	4,502	+249.3%	Shares	Defined	2024-08-12
2024-03-31	$258,186	1,289	-60.3%	Shares	Defined	2024-05-15
2021-12-31	$514,637	3,250	-7.4%	Shares	Defined	2022-02-10
2021-09-30	$574,551	3,510	+6.7%	Shares	Defined	2021-11-16
2021-06-30	$511,571	3,289	+2.0%	Shares	Defined	2021-08-05
2021-03-31	$490,941	3,225	-10.4%	Shares	Defined	2021-05-06
2020-12-31	$457,452	3,600	+10.8%	Shares	Defined	2021-02-04
2020-09-30	$312,877	3,250	—	Shares	Defined	2020-11-10
No filing history on record for this holder in this stock.