ELI
Empire Life Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-706
| Closed | -$90K | – | 112 |
|
|
2020
Q4 | $90K | Sell |
706
-51
| -7% | -$6.5K | 0.01% | 101 |
|
|
2020
Q3 | $73K | Hold |
757
| – | – | 0.01% | 98 |
|
|
2020
Q2 | $71K | Sell |
757
-218
| -22% | -$20.4K | 0.01% | 95 |
|
|
2020
Q1 | $88K | Sell |
975
-200
| -17% | -$18.1K | 0.01% | 106 |
|
|
2019
Q4 | $164K | Buy |
1,175
+596
| +103% | +$83.2K | 0.01% | 95 |
|
|
2019
Q3 | $68K | Sell |
579
-52,416
| -99% | -$6.16M | 0.01% | 92 |
|
|
2019
Q2 | $5.92M | Sell |
52,995
-172,066
| -76% | -$19.2M | 0.48% | 62 |
|
|
2019
Q1 | $22.8M | Buy |
225,061
+3,863
| +2% | +$391K | 1.91% | 17 |
|
|
2018
Q4 | $21.6M | Sell |
221,198
-1,405
| -0.6% | -$137K | 1.94% | 17 |
|
|
2018
Q3 | $25.1M | Sell |
222,603
-6,216
| -3% | -$701K | 1.92% | 15 |
|
|
2018
Q2 | $23.8M | Buy |
228,819
+3,760
| +2% | +$392K | 1.72% | 21 |
|
|
2018
Q1 | $24.8M | Buy |
225,059
+3,453
| +2% | +$380K | 1.76% | 22 |
|
|
2017
Q4 | $23.7M | Sell |
221,606
-5,486
| -2% | -$587K | 1.83% | 18 |
|
|
2017
Q3 | $21.7M | Buy |
227,092
+48,230
| +27% | +$4.61M | 1.75% | 21 |
|
|
2017
Q2 | $16.3M | Sell |
178,862
-74,683
| -29% | -$6.83M | 1.42% | 30 |
|
|
2017
Q1 | $16.5M | Sell |
253,545
-232,590
| -48% | -$15.1M | 1.61% | 20 |
|
|
2016
Q4 | $41.9M | Buy |
+486,135
| New | +$41.9M | 3.4% | 4 |
|