JP Morgan Chase
AET

JP Morgan Chase’s Aetna Inc AET Stock Holding History

JP Morgan Chase’s Portfolio AET Stock Details AET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,134,604
Closed -$433M – 6122
2018
Q3 		$433M Sell
2,134,604
-417,393
-16% -$81.6M 0.08% 254
2018
Q2 		$468M Sell
2,551,997
-226,698
-8% -$40.4M 0.1% 222
2018
Q1 		$470M Buy
2,778,695
+882,997
+47% +$159M 0.1% 220
2017
Q4 		$342M Sell
1,895,698
-1,033,852
-35% -$178M 0.07% 284
2017
Q3 		$461M Sell
2,929,550
-2,232,679
-43% -$349M 0.1% 225
2017
Q2 		$784M Sell
5,162,229
-26,805
-0.5% -$3.79M 0.18% 121
2017
Q1 		$662M Sell
5,189,034
-2,903,144
-36% -$365M 0.15% 148
2016
Q4 		$1B Sell
8,092,178
-2,307,685
-22% -$276M 0.24% 91
2016
Q3 		$1.2B Sell
10,399,863
-2,879,196
-22% -$337M 0.3% 74
2016
Q2 		$1.62B Buy
13,279,059
+144,362
+1% +$16.6M 0.4% 39
2016
Q1 		$1.48B Sell
13,134,697
-1,434,854
-10% -$154M 0.38% 44
2015
Q4 		$1.58B Buy
14,569,551
+2,603,738
+22% +$281M 0.4% 46
2015
Q3 		$1.31B Buy
11,965,813
+1,826,399
+18% +$211M 0.35% 52
2015
Q2 		$1.29B Buy
10,139,414
+868,279
+9% +$99.1M 0.3% 57
2015
Q1 		$988M Buy
9,271,135
+2,888,002
+45% +$283M 0.22% 92
2014
Q4 		$567M Buy
6,383,133
+134,215
+2% +$11.3M 0.13% 181
2014
Q3 		$506M Sell
6,248,918
-238,888
-4% -$19.4M 0.12% 191
2014
Q2 		$526M Buy
6,487,806
+2,345,895
+57% +$178M 0.13% 168
2014
Q1 		$311M Buy
4,141,911
+2,793,425
+207% +$198M 0.09% 261
2013
Q4 		$92.5M Sell
1,348,486
-530,356
-28% -$34.6M 0.03% 559
2013
Q3 		$120M Buy
1,878,842
+463,294
+33% +$29.7M 0.04% 476
2013
Q2 		$89.9M Buy
+1,415,548
New +$83.2M 0.03% 541

Other funds holding AET

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

JP Morgan Chase's AET Position: Q4 2018 in Review

JP Morgan Chase sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,134,604 shares — an estimated $433M sold.

JP Morgan Chase first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $1.62B in Q2 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • JP Morgan Chase reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Chase sold 2,134,604 Aetna Inc shares in Q4 2018, an estimated $433M.
  • JP Morgan Chase first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • JP Morgan Chase's Aetna Inc position peaked at $1.62B in Q2 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on JP Morgan Chase's 13F filing for Q4 2018, filed 11 Feb 2019.