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Empire Life Investments’s JPMorgan Chase JPM Stock Holding History

Empire Life Investments’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
Q1 		– Sell
-706
Closed -$90K – 112
2020
Q4 		$90K Sell
706
-51
-7% -$5.7K 0.01% 101
2020
Q3 		$73K Hold
757
– – 0.01% 98
2020
Q2 		$71K Sell
757
-218
-22% -$20.7K 0.01% 95
2020
Q1 		$88K Sell
975
-200
-17% -$24.3K 0.01% 106
2019
Q4 		$164K Buy
1,175
+596
+103% +$76.4K 0.01% 95
2019
Q3 		$68K Sell
579
-52,416
-99% -$5.93M 0.01% 92
2019
Q2 		$5.92M Sell
52,995
-172,066
-76% -$19M 0.48% 62
2019
Q1 		$22.8M Buy
225,061
+3,863
+2% +$398K 1.91% 17
2018
Q4 		$21.6M Sell
221,198
-1,405
-0.6% -$150K 1.94% 17
2018
Q3 		$25.1M Sell
222,603
-6,216
-3% -$706K 1.92% 15
2018
Q2 		$23.8M Buy
228,819
+3,760
+2% +$412K 1.72% 21
2018
Q1 		$24.8M Buy
225,059
+3,453
+2% +$391K 1.76% 22
2017
Q4 		$23.7M Sell
221,606
-5,486
-2% -$555K 1.83% 18
2017
Q3 		$21.7M Buy
227,092
+48,230
+27% +$4.45M 1.75% 21
2017
Q2 		$16.3M Sell
178,862
-74,683
-29% -$6.44M 1.42% 30
2017
Q1 		$16.5M Sell
253,545
-232,590
-48% -$20.5M 1.61% 20
2016
Q4 		$41.9M Buy
+486,135
New +$37.1M 3.4% 4

Other funds holding JPM

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empire Life Investments's JPM Position: Q1 2021 in Review

Empire Life Investments sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 706 shares — an estimated $90K sold.

Empire Life Investments first reported a position in JPM in Q4 2016 and held it in 17 quarters. The position peaked at $41.9M in Q4 2016. 3,214 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • Empire Life Investments reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
  • Empire Life Investments sold 706 JPMorgan Chase shares in Q1 2021, an estimated $90K.
  • Empire Life Investments first reported a position in JPMorgan Chase in Q4 2016 and held it in 17 quarters.
  • Empire Life Investments's JPMorgan Chase position peaked at $41.9M in Q4 2016.
  • 3,214 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Empire Life Investments's 13F filing for Q1 2021, filed 29 Apr 2021.