Auto-Owners Insurance’s JPMorgan Chase JPM Stock Holding History

Auto-Owners Insurance’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
2024 Q4	–	Sell	-3,915	Closed	-$826K	–	115
2024 Q3	$826K	Hold	3,915	–	–	0.02%	86
2024 Q2	$792K	Hold	3,915	–	–	0.02%	83
2024 Q1	$784K	Hold	3,915	–	–	0.02%	82
2023 Q4	$666K	Hold	3,915	–	–	0.02%	89
2023 Q3	$568K	Hold	3,915	–	–	0.02%	93
2023 Q2	$569K	Hold	3,915	–	–	0.02%	93
2023 Q1	$510K	Hold	3,915	–	–	0.02%	93
2022 Q4	$525K	Buy	+3,915	New	+$496K	0.02%	91

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Auto-Owners Insurance's JPM Position: Q4 2024 in Review

Auto-Owners Insurance sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 3,915 shares — an estimated $826K sold.

Auto-Owners Insurance first reported a position in JPM in Q4 2022 and held it in 8 quarters. The position peaked at $826K in Q3 2024. 4,672 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Auto-Owners Insurance reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
Auto-Owners Insurance sold 3,915 JPMorgan Chase shares in Q4 2024, an estimated $826K.
Auto-Owners Insurance first reported a position in JPMorgan Chase in Q4 2022 and held it in 8 quarters.
Auto-Owners Insurance's JPMorgan Chase position peaked at $826K in Q3 2024.
4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Auto-Owners Insurance's 13F filing for Q4 2024, filed 14 Feb 2025.