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Ameritas Investment Company’s JPMorgan Chase JPM Stock Holding History

Ameritas Investment Company’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$4.2M Buy
25,651
+12,689
+98% +$1.99M 0.19% 92
2021
Q2 		$3.79M Sell
12,962
-16,647
-56% -$2.61M 0.18% 88
2021
Q1 		$4.51M Buy
29,609
+17,934
+154% +$2.58M 0.39% 59
2020
Q4 		$1.48M Buy
11,675
+710
+6% +$79.4K 0.29% 81
2020
Q3 		$1.03M Hold
10,965
– – 0.32% 83
2020
Q2 		$1.03M Sell
10,965
-5,575
-34% -$529K 0.3% 87
2020
Q1 		$1.46M Sell
16,540
-6,887
-29% -$837K 0.23% 70
2019
Q4 		$3.27M Buy
23,427
+11,294
+93% +$1.45M 0.69% 25
2019
Q3 		$1.46M Buy
12,133
+5,224
+76% +$591K 0.29% 64
2019
Q2 		$772K Sell
6,909
-7,200
-51% -$794K 0.37% 67
2019
Q1 		$1.43M Sell
14,109
-33,485
-70% -$3.45M 0.26% 79
2018
Q4 		$4.65M Buy
+47,594
New +$5.07M 1% 18

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameritas Investment Company's JPM Position: Q3 2021 in Review

Ameritas Investment Company increased its JPMorgan Chase (JPM) stake by 98% in Q3 2021, buying an estimated $1.99M and bringing the position to 25,651 shares worth $4.2M. The position accounts for 0.19% of the portfolio, ranked #92.

Ameritas Investment Company first reported a position in JPM in Q4 2018 and has held it in 12 quarters since. The position peaked at $4.65M in Q4 2018. 3,233 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Ameritas Investment Company held 25,651 shares of JPMorgan Chase worth $4.2M as of Q3 2021.
  • Ameritas Investment Company bought 12,689 JPMorgan Chase shares in Q3 2021, an estimated $1.99M.
  • JPMorgan Chase made up 0.19% of Ameritas Investment Company's portfolio in Q3 2021, its #92 holding.
  • Ameritas Investment Company first reported a position in JPMorgan Chase in Q4 2018 and has held it in 12 quarters since.
  • Ameritas Investment Company's JPMorgan Chase position peaked at $4.65M in Q4 2018.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.