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
-87,500
Closed -$17.7M – 6123
2018
Q3 		$17.7M Buy
87,500
+77,500
+775% +$15.1M ﹤0.01% 1754
2018
Q2 		$1.83M Hold
10,000
– – ﹤0.01% 3472
2018
Q1 		$1.69M Sell
10,000
-35,800
-78% -$6.43M ﹤0.01% 3377
2017
Q4 		$8.26M Buy
45,800
+25,300
+123% +$4.35M ﹤0.01% 2276
2017
Q3 		$3.23M Sell
20,500
-6,000
-23% -$937K ﹤0.01% 2879
2017
Q2 		$4.02M Sell
26,500
-3,104,700
-99% -$439M ﹤0.01% 2616
2017
Q1 		$399M Buy
+3,131,200
New +$393M 0.09% 235
2016
Q3 		– Sell
-28,000
Closed -$3.42M – 4980
2016
Q2 		$3.42M Buy
28,000
+22,200
+383% +$2.55M ﹤0.01% 2523
2016
Q1 		$652K Buy
+5,800
New +$621K ﹤0.01% 3252
2015
Q1 		– Sell
-10,100
Closed -$897K – 4389
2014
Q4 		$897K Sell
10,100
-4,200
-29% -$352K ﹤0.01% 3406
2014
Q3 		$1.16M Buy
+14,300
New +$1.16M ﹤0.01% 3247

Other funds holding AET

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $52.5B AUM 27.12% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 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.