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Harel Insurance Investments & Financial Services Ltd.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Harel Insurance Investments & Financial Services Ltd. on JPM, newest first. How the timeline and the estimate are built.

Harel Insurance Investments & Financial Services Ltd. held 26,975 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,975 shares
    Change vs previous 13F +2,430 shares

    0.04% of the 13F portfolio, value $8,826,000.

    13F-HR 0001178913-26-003625 filed by Harel Insurance Investments & Financial Services Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,545 shares
    Change vs previous 13F -148,774 shares

    0.05% of the 13F portfolio, value $7,217,000.

    13F-HR 0001178913-26-002381 filed by Harel Insurance Investments & Financial Services Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 173,319 shares
    Change vs previous 13F +158,806 shares

    0.48% of the 13F portfolio, value $55,843,000.

    13F-HR 0001178913-26-000282 filed by Harel Insurance Investments & Financial Services Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,513 shares
    Change vs previous 13F +4,205 shares

    0.04% of the 13F portfolio, value $4,571,000.

    13F-HR 0001178913-25-003589 filed by Harel Insurance Investments & Financial Services Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,308 shares
    Change vs previous 13F -934 shares

    0.03% of the 13F portfolio, value $2,988,000.

    13F-HR 0001178913-25-002623 filed by Harel Insurance Investments & Financial Services Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,242 shares
    Change vs previous 13F -335 shares

    0.04% of the 13F portfolio, value $2,758,000.

    13F-HR 0001178913-25-001489 filed by Harel Insurance Investments & Financial Services Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,577 shares
    Change vs previous 13F +1,595 shares

    0.05% of the 13F portfolio, value $2,775,000.

    13F-HR 0001178913-25-000185 filed by Harel Insurance Investments & Financial Services Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,982 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,105,000.

    13F-HR 0001178913-24-003279 filed by Harel Insurance Investments & Financial Services Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).