SEC 13F Intelligence

Phoenix Financial Ltd. / JPM

Phoenix Financial Ltd.’s Jpmorgan Chase & Co Position

Does Phoenix Financial Ltd. own Jpmorgan Chase & Co (JPM)? Yes — 57.0K shares worth $17M (+0.16% of its 13F portfolio) as of Q1 2026, down from 76.6K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
57.0K
% of Portfolio
+0.16%
Quarters Held
27
currently held

Position History JPM

Reported value by quarter
Q3 ’19: $27MQ3 ’19Q4 ’19: $33MQ1 ’20: $19MQ2 ’20: $23MQ3 ’20: $25MQ3 ’20Q4 ’20: $36MQ1 ’21: $43MQ2 ’21: $106MQ3 ’21: $110MQ3 ’21Q4 ’21: $67MQ1 ’22: $51MQ2 ’22: $50MQ3 ’22: $47MQ3 ’22Q4 ’22: $144MQ1 ’23: $40MQ2 ’23: $23MQ3 ’23: $25MQ3 ’23Q4 ’23: $37MQ1 ’24: $47MQ2 ’24: $18MQ3 ’24: $21MQ3 ’24Q4 ’24: $21MQ1 ’25: $17MQ2 ’25: $22MQ3 ’25: $45MQ3 ’25Q4 ’25: $21MQ1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202657.0K$17M+0.16%
Q4 202576.6K$21M+0.23%
Q3 2025142.9K$45M+0.29%
Q2 202576.8K$22M+0.29%
Q1 202567.9K$17M+0.26%
Q4 202488.6K$21M+0.29%
Q3 202498.3K$21M+0.31%
Q2 202487.9K$18M+0.27%
Q1 2024234.6K$47M+0.65%
Q4 2023195.2K$37M+0.62%
Q3 2023173.4K$25M+0.47%
Q2 2023156.3K$23M+0.46%
Q1 2023305.3K$40M+0.89%
Q4 20221.07M$144M+2.79%
Q3 2022443.5K$47M+1.04%
Q2 2022444.9K$50M+1.02%
Q1 2022371.9K$51M+0.85%
Q4 2021421.6K$67M+1.10%
Q3 2021669.0K$110M+1.90%
Q2 2021678.7K$106M+2.01%
Q1 2021282.0K$43M+0.97%
Q4 2020281.5K$36M+0.96%
Q3 2020278.7K$25M+1.06%
Q2 2020260.6K$23M+0.99%
Q1 2020220.1K$19M+0.99%
Q4 2019237.0K$33M+1.37%
Q3 2019237.1K$27M+1.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phoenix Financial Ltd.’s full portfolio or all institutional holders of JPM.