Phoenix Holdings Ltd. Jpmorgan Chase & CO Transaction History

Phoenix Holdings Ltd.

$7.93 Billion
Q3 2025

A detailed history of Phoenix Holdings Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Phoenix Holdings Ltd. holds 65,667 shares of JPM stock, worth $20.3 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

65,667

Previous 77,261 15.01%

Holding current value

$20.3 Million

Previous $24.4 Million 15.01%

% of portfolio

0.26%

Previous 0.33%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$282.78 - $316.06 $3.28 Million - $3.66 Million	11,594 Added 17.66%	77,261 $24.4 Million
Q3 2025 Nov 13, 2025	SELL	$282.78 - $316.06 $3.28 Million - $3.66 Million	-11,594 Reduced 15.01%	65,667 $20.7 Million
Q3 2025 Nov 03, 2025	BUY	$282.78 - $316.06 $139,976 - $156,449	495 Added 0.64%	77,261 $24.4 Million
Q2 2025 Jul 30, 2025	BUY	$210.28 - $289.91 $1.87 Million - $2.58 Million	8,912 Added 13.13%	76,766 $22.3 Million
Q1 2025 May 07, 2025	SELL	$225.19 - $279.95 $4.68 Million - $5.82 Million	-20,783 Reduced 23.45%	67,854 $16.6 Million
Q4 2024 Feb 13, 2025	SELL	$205.18 - $250.29 $1.97 Million - $2.41 Million	-9,624 Reduced 9.79%	88,637 $21.2 Million
Q3 2024 Nov 05, 2024	BUY	$194.9 - $224.8 $2.02 Million - $2.33 Million	10,344 Added 11.77%	98,261 $20.7 Million
Q2 2024 Aug 12, 2024	SELL	$180.08 - $204.79 $26.4 Million - $30 Million	-146,684 Reduced 62.52%	87,917 $17.8 Million
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $6.59 Million - $7.9 Million	39,424 Added 20.2%	234,601 $47 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $2.95 Million - $3.7 Million	21,754 Added 12.54%	195,177 $33.2 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $2.45 Million - $2.7 Million	17,102 Added 10.94%	173,423 $25.1 Million
Q2 2023 Aug 07, 2023	SELL	$127.47 - $145.44 $19 Million - $21.7 Million	-148,963 Reduced 48.79%	156,321 $22.7 Million
Q1 2023 May 11, 2023	SELL	$124.91 - $143.8 $95.9 Million - $110 Million	-767,597 Reduced 71.55%	305,284 $39.8 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $64.2 Million - $86.8 Million	629,377 Added 141.91%	1,072,881 $144 Million
Q3 2022 Nov 10, 2022	SELL	$20.73 - $120.58 $28,711 - $167,003	-1,385 Reduced 0.31%	443,504 $47.1 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $8.22 Million - $9.92 Million	72,988 Added 19.63%	444,889 $50.1 Million
Q1 2022 May 10, 2022	SELL	$128.3 - $168.44 $6.38 Million - $8.37 Million	-49,709 Reduced 11.79%	371,901 $50.7 Million
Q4 2021 Feb 07, 2022	SELL	$153.94 - $171.78 $38.1 Million - $42.5 Million	-247,388 Reduced 36.98%	421,610 $66.8 Million
Q3 2021 Oct 27, 2021	SELL	$146.97 - $166.98 $1.43 Million - $1.62 Million	-9,712 Reduced 1.43%	668,998 $110 Million
Q2 2021 Aug 10, 2021	BUY	$147.37 - $166.44 $58.5 Million - $66 Million	396,758 Added 140.72%	678,710 $106 Million
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $60,437 - $75,829	481 Added 0.17%	281,952 $42.9 Million
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $271,760 - $357,702	2,815 Added 1.01%	281,471 $35.7 Million
Q3 2020 Nov 10, 2020	BUY	$91.28 - $103.82 $1.65 Million - $1.88 Million	18,076 Added 6.94%	278,656 $25.3 Million
Q2 2020 Aug 10, 2020	BUY	$84.03 - $113.45 $3.41 Million - $4.6 Million	40,530 Added 18.42%	260,580 $23.3 Million
Q1 2020 May 20, 2020	SELL	$79.03 - $141.09 $1.34 Million - $2.39 Million	-16,950 Reduced 7.15%	220,050 $19.5 Million
Q4 2019 Feb 18, 2020	SELL	$111.82 - $139.4 $11,517 - $14,358	-103 Reduced 0.04%	237,000 $32.8 Million
Q3 2019 Nov 18, 2019	BUY	$104.8 - $120.23 $24.8 Million - $28.5 Million	237,103 New	237,103 $26.6 Million

Others Institutions Holding JPM

# of Institutions

5,404

Shares Held

1.96B

Call Options Held

29.7M

Put Options Held

30.8M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $908B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Phoenix Holdings Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Phoenix Holdings Ltd. with notifications on news.

Account

Phoenix Holdings Ltd. Jpmorgan Chase & CO Transaction History