JP Morgan Chase
AEL

JP Morgan Chase’s American Equity Investment Life Holding Company AEL Stock Holding History

JP Morgan Chase’s Portfolio AEL Stock Details AEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-252,149
Closed -$14.2M – 7875
2024
Q1 		$14.2M Sell
252,149
-605,228
-71% -$33.6M ﹤0.01% 2178
2023
Q4 		$47.8M Buy
857,377
+218,720
+34% +$11.9M ﹤0.01% 1246
2023
Q3 		$34.3M Buy
638,657
+220,462
+53% +$11.8M ﹤0.01% 1307
2023
Q2 		$21.8M Sell
418,195
-8,674
-2% -$349K ﹤0.01% 1637
2023
Q1 		$15.6M Buy
426,869
+12,950
+3% +$550K ﹤0.01% 1875
2022
Q4 		$18.9M Buy
413,919
+265,291
+178% +$10.7M ﹤0.01% 1718
2022
Q3 		$5.54M Sell
148,628
-97,994
-40% -$3.68M ﹤0.01% 2659
2022
Q2 		$9.02M Sell
246,622
-108,071
-30% -$4.11M ﹤0.01% 2252
2022
Q1 		$14.2M Sell
354,693
-194,034
-35% -$7.81M ﹤0.01% 2059
2021
Q4 		$21.4M Buy
548,727
+45,616
+9% +$1.59M ﹤0.01% 1775
2021
Q3 		$14.9M Sell
503,111
-109,823
-18% -$3.43M ﹤0.01% 2018
2021
Q2 		$19.8M Sell
612,934
-11,211
-2% -$354K ﹤0.01% 1853
2021
Q1 		$19.7M Sell
624,145
-261,632
-30% -$7.79M ﹤0.01% 1776
2020
Q4 		$24.5M Sell
885,777
-205,651
-19% -$5.67M ﹤0.01% 1475
2020
Q3 		$23.9M Buy
1,091,428
+22,926
+2% +$548K ﹤0.01% 1377
2020
Q2 		$26.4M Buy
1,068,502
+215,564
+25% +$4.49M 0.01% 1202
2020
Q1 		$16M Buy
852,938
+116,591
+16% +$2.97M ﹤0.01% 1395
2019
Q4 		$22M Sell
736,347
-166,021
-18% -$4.5M ﹤0.01% 1513
2019
Q3 		$21.8M Sell
902,368
-323,119
-26% -$7.81M ﹤0.01% 1525
2019
Q2 		$32.9M Sell
1,225,487
-118,626
-9% -$3.39M 0.01% 1224
2019
Q1 		$36.3M Buy
1,344,113
+115,028
+9% +$3.49M 0.01% 1140
2018
Q4 		$34.3M Sell
1,229,085
-19,205
-2% -$617K 0.01% 1104
2018
Q3 		$44.1M Sell
1,248,290
-33,166
-3% -$1.2M 0.01% 1087
2018
Q2 		$46.1M Sell
1,281,456
-340,526
-21% -$11M 0.01% 1011
2018
Q1 		$47.6M Buy
1,621,982
+390,131
+32% +$12.5M 0.01% 962
2017
Q4 		$37.9M Buy
1,231,851
+8,797
+0.7% +$267K 0.01% 1137
2017
Q3 		$35.8M Sell
1,223,054
-53,483
-4% -$1.48M 0.01% 1114
2017
Q2 		$33.5M Sell
1,276,537
-105,252
-8% -$2.56M 0.01% 1127
2017
Q1 		$32.7M Buy
1,381,789
+135,763
+11% +$3.37M 0.01% 1157
2016
Q4 		$28.1M Buy
1,246,026
+408,644
+49% +$8.17M 0.01% 1245
2016
Q3 		$14.8M Buy
837,382
+8,702
+1% +$144K ﹤0.01% 1548
2016
Q2 		$11.8M Sell
828,680
-50,494
-6% -$763K ﹤0.01% 1738
2016
Q1 		$14.8M Sell
879,174
-17,967
-2% -$291K ﹤0.01% 1534
2015
Q4 		$21.6M Sell
897,141
-176,207
-16% -$4.5M 0.01% 1272
2015
Q3 		$25M Sell
1,073,348
-773,875
-42% -$19.9M 0.01% 1130
2015
Q2 		$49.8M Sell
1,847,223
-37,536
-2% -$1.03M 0.01% 877
2015
Q1 		$54.9M Buy
1,884,759
+65,081
+4% +$1.83M 0.01% 852
2014
Q4 		$53.1M Sell
1,819,678
-172,742
-9% -$4.49M 0.01% 898
2014
Q3 		$45.6M Buy
1,992,420
+20,575
+1% +$485K 0.01% 945
2014
Q2 		$48.5M Sell
1,971,845
-230,946
-10% -$5.34M 0.01% 867
2014
Q1 		$52M Buy
2,202,791
+163,911
+8% +$3.78M 0.01% 790
2013
Q4 		$53.8M Sell
2,038,880
-536,849
-21% -$12.2M 0.02% 771
2013
Q3 		$54.7M Sell
2,575,729
-1,405,131
-35% -$26.8M 0.02% 745
2013
Q2 		$62.5M Buy
+3,980,860
New +$61.8M 0.02% 672

Other funds holding AEL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase's AEL Position: Q2 2024 in Review

JP Morgan Chase sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 252,149 shares — an estimated $14.2M sold.

JP Morgan Chase first reported a position in AEL in Q2 2013 and held it in 44 quarters. The position peaked at $62.5M in Q2 2013. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • JP Morgan Chase reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 252,149 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $14.2M.
  • JP Morgan Chase first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 44 quarters.
  • JP Morgan Chase's American Equity Investment Life Holding Company position peaked at $62.5M in Q2 2013.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.