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Industrial Alliance Investment Management’s JPMorgan Chase JPM Stock Holding History

Industrial Alliance Investment Management’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
2023
Q3 		– Sell
-5,397
Closed -$785K – 90
2023
Q2 		$785K Sell
5,397
-342,832
-98% -$47.2M 0.41% 13
2023
Q1 		$45.4M Sell
348,229
-166,466
-32% -$22.8M 1.26% 18
2022
Q4 		$69M Buy
514,695
+130,296
+34% +$16.5M 1.92% 10
2022
Q3 		$40.2M Buy
384,399
+46,172
+14% +$5.3M 1.18% 15
2022
Q2 		$38.1M Buy
338,227
+17,225
+5% +$2.13M 1.09% 19
2022
Q1 		$43.8M Buy
321,002
+46,179
+17% +$6.82M 1.04% 18
2021
Q4 		$43.5M Buy
+274,823
New +$45.1M 1% 19

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Industrial Alliance Investment Management's JPM Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of JPMorgan Chase (JPM) in Q3 2023, closing a stake of 5,397 shares — an estimated $785K sold.

Industrial Alliance Investment Management first reported a position in JPM in Q4 2021 and held it in 7 quarters. The position peaked at $69M in Q4 2022. 3,703 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining JPMorgan Chase position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 5,397 JPMorgan Chase shares in Q3 2023, an estimated $785K.
  • Industrial Alliance Investment Management first reported a position in JPMorgan Chase in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's JPMorgan Chase position peaked at $69M in Q4 2022.
  • 3,703 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.