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Guardian Life Insurance’s JPMorgan Chase JPM Stock Holding History

Guardian Life 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
2020
Q1 		– Sell
-9,238
Closed -$1.29M – 253
2019
Q4 		$1.29M Sell
9,238
-121
-1% -$15.5K 0.3% 14
2019
Q3 		$1.1M Sell
9,359
-126
-1% -$14.3K 0.16% 26
2019
Q2 		$1.06M Buy
9,485
+42
+0.4% +$4.63K 0.15% 29
2019
Q1 		$956K Sell
9,443
-77
-0.8% -$7.93K 0.12% 32
2018
Q4 		$929K Buy
9,520
+24
+0.3% +$2.56K 0.16% 25
2018
Q3 		$1.07M Buy
9,496
+77
+0.8% +$8.74K 0.18% 22
2018
Q2 		$981K Buy
9,419
+1,433
+18% +$157K 0.17% 22
2018
Q1 		$878K Sell
7,986
-3,410
-30% -$386K 0.16% 21
2017
Q4 		$1.22M Buy
11,396
+3,387
+42% +$343K 0.27% 22
2017
Q3 		$765K Sell
8,009
-28
-0.3% -$2.58K 0.12% 27
2017
Q2 		$735K Sell
8,037
-5,767
-42% -$498K 0.11% 17
2017
Q1 		$1.21M Buy
13,804
+93
+0.7% +$8.21K 0.18% 27
2016
Q4 		$1.18M Buy
13,711
+36
+0.3% +$2.75K 0.17% 35
2016
Q3 		$911K Sell
13,675
-89
-0.6% -$5.8K 0.08% 71
2016
Q2 		$855K Buy
13,764
+149
+1% +$9.31K 0.07% 90
2016
Q1 		$806K Sell
13,615
-3,854
-22% -$225K 0.07% 93
2015
Q4 		$1.15M Sell
17,469
-4,155
-19% -$271K 0.12% 76
2015
Q3 		$1.32M Buy
21,624
+5,362
+33% +$351K 0.13% 78
2015
Q2 		$1.1M Sell
16,262
-44
-0.3% -$2.87K 0.1% 79
2015
Q1 		$988K Sell
16,306
-5,002
-23% -$296K 0.09% 86
2014
Q4 		$1.33M Sell
21,308
-86
-0.4% -$5.17K 0.14% 83
2014
Q3 		$1.29M Sell
21,394
-89
-0.4% -$5.2K 0.13% 80
2014
Q2 		$1.24M Buy
21,483
+320
+2% +$18K 0.12% 79
2014
Q1 		$1.28M Sell
21,163
-77
-0.4% -$4.45K 0.11% 87
2013
Q4 		$1.24M Sell
21,240
-13,414
-39% -$735K 0.11% 87
2013
Q3 		$1.79M Sell
34,654
-11,407
-25% -$612K 0.15% 93
2013
Q2 		$2.43M Buy
+46,061
New +$2.34M 0.22% 86

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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

Guardian Life Insurance's JPM Position: Q1 2020 in Review

Guardian Life Insurance sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 9,238 shares — an estimated $1.29M sold.

Guardian Life Insurance first reported a position in JPM in Q2 2013 and held it in 27 quarters. The position peaked at $2.43M in Q2 2013. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Guardian Life Insurance reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
  • Guardian Life Insurance sold 9,238 JPMorgan Chase shares in Q1 2020, an estimated $1.29M.
  • Guardian Life Insurance first reported a position in JPMorgan Chase in Q2 2013 and held it in 27 quarters.
  • Guardian Life Insurance's JPMorgan Chase position peaked at $2.43M in Q2 2013.
  • 2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.