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Disclosery

Phoenix Financial Ltd.: JPM position timeline

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

Phoenix Financial Ltd. held 46,994 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,994 shares
    Change vs previous 13F -10,041 shares

    0.11% of the 13F portfolio, value $15,387,803.

    13F-HR 0001178913-26-004030 filed by Phoenix Financial 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 57,035 shares
    Change vs previous 13F -19,558 shares

    0.16% of the 13F portfolio, value $16,774,014.

    13F-HR 0001178913-26-002511 filed by Phoenix Financial 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 76,593 shares
    Change vs previous 13F +10,926 shares

    0.23% of the 13F portfolio, value $21,152,765.

    13F-HR 0001178913-26-000305 filed by Phoenix Financial 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/A 65,667 shares
    Change vs previous 13F -11,099 shares

    0.25% of the 13F portfolio, value $20,715,867.

    13F-HR/A 0001178913-25-003791 filed by Phoenix Financial 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 76,766 shares
    Change vs previous 13F +8,912 shares

    0.29% of the 13F portfolio, value $22,185,299.

    13F-HR 0001178913-25-002533 filed by Phoenix Financial 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 67,854 shares
    Change vs previous 13F -20,783 shares

    0.26% of the 13F portfolio, value $16,661,294.

    13F-HR 0001178913-25-001625 filed by Phoenix Financial 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 88,637 shares
    Change vs previous 13F -9,624 shares

    0.29% of the 13F portfolio, value $21,247,675.

    13F-HR 0001178913-25-000450 filed by Phoenix Financial 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 98,261 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $20,729,743.

    13F-HR 0001178913-24-003477 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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