Phoenix Financial Ltd.

Position in JPM — Jpmorgan Chase & Co

CIK 1679543 Givatayim, L3

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$15,382,545

-$1,394,870 QoQ

Shares Held

46,994

-17.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,152

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

Phoenix Financial Ltd. holds $138,106,726 across 4 Banks - Diversified names. JPM ranks #2 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	1,311,131	$108,351,865
2	JPM	Jpmorgan Chase & Co This page	46,994	$15,382,545
3	C	Citigroup Inc	59,808	$8,370,727
4	BAC	Bank Of America Corp /De/	105,328	$6,001,589

All Filings in JPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,382,545	46,994	-17.6%	Shares	Sole	2026-08-11
2026-03-31	$16,777,415	57,035	-25.5%	Shares	Defined	2026-05-11
2025-12-31	$24,679,796	76,593	-0.9%	Shares	Sole	2026-02-05
2025-09-30	$24,370,437	77,261	+0.6%	Shares	Sole	2025-11-13
2025-06-30	$22,255,230	76,766	+13.1%	Shares	Sole	2025-07-30
2025-03-31	$16,644,586	67,854	-23.4%	Shares	Sole	2025-05-07
2024-12-31	$21,247,174	88,637	-9.8%	Shares	Sole	2025-02-13
2024-09-30	$20,719,313	98,261	+11.8%	Shares	Sole	2024-11-05
2024-06-30	$17,782,091	87,917	-62.5%	Shares	Sole	2024-08-12
2024-03-31	$46,990,580	234,601	+20.2%	Shares	Sole	2024-05-15
2023-12-31	$33,199,607	195,177	+12.5%	Shares	Sole	2024-02-14
2023-09-30	$25,149,802	173,423	+10.9%	Shares	Sole	2023-12-04
2023-06-30	$22,735,326	156,321	-48.8%	Shares	Sole	2023-08-07
2023-03-31	$39,781,558	305,284	-71.5%	Shares	Sole	2023-05-11
2022-12-31	$143,873,342	1,072,881	+141.9%	Shares	Sole	2023-02-13
2022-09-30	$46,346,167	443,504	-0.3%	Shares	Sole	2022-11-10
2022-06-30	$50,098,949	444,889	+19.6%	Shares	Sole	2022-08-15
2022-03-31	$50,697,543	371,901	-11.8%	Shares	Sole	2022-05-10
2021-12-31	$66,761,942	421,610	-37.0%	Shares	Sole	2022-02-07
2021-09-30	$109,508,282	668,998	-1.4%	Shares	Sole	2021-10-27
2021-06-30	$105,566,552	678,710	+140.7%	Shares	Sole	2021-08-10
2021-03-31	$42,921,552	281,952	+0.2%	Shares	Sole	2021-05-10
2020-12-31	$35,766,519	281,471	+1.0%	Shares	Sole	2021-02-11
2020-09-30	$26,826,213	278,656	+6.9%	Shares	Sole	2020-11-10
2020-06-30	$24,510,154	260,580	+18.4%	Shares	Sole	2020-08-10
2020-03-31	$19,811,101	220,050	—	Shares	Sole	2020-05-20
No filing history on record for this holder in this stock.