JP Morgan Chase’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.8M | Buy |
119,178
+14,336
| +14% | +$3.27M | ﹤0.01% | 1871 |
|
|
2025
Q4 | $25.3M | Sell |
104,842
-20,151
| -16% | -$4.5M | ﹤0.01% | 1866 |
|
|
2025
Q3 | $27.1M | Buy |
124,993
+16,388
| +15% | +$3.33M | ﹤0.01% | 1851 |
|
|
2025
Q2 | $21.5M | Sell |
108,605
-41,139
| -27% | -$8.08M | ﹤0.01% | 1908 |
|
|
2025
Q1 | $31.4M | Buy |
149,744
+27,107
| +22% | +$5.66M | ﹤0.01% | 1572 |
|
|
2024
Q4 | $26.1M | Sell |
122,637
-48,733
| -28% | -$10.1M | ﹤0.01% | 1790 |
|
|
2024
Q3 | $34.1M | Buy |
171,370
+24,887
| +17% | +$4.53M | ﹤0.01% | 1592 |
|
|
2024
Q2 | $24.4M | Buy |
146,483
+2,254
| +2% | +$391K | ﹤0.01% | 1711 |
|
|
2024
Q1 | $27.1M | Sell |
144,229
-5,274
| -4% | -$919K | ﹤0.01% | 1681 |
|
|
2023
Q4 | $25.2M | Buy |
149,503
+58,411
| +64% | +$9.28M | ﹤0.01% | 1658 |
|
|
2023
Q3 | $13.1M | Sell |
91,092
-52,409
| -37% | -$7.18M | ﹤0.01% | 2026 |
|
|
2023
Q2 | $18M | Buy |
143,501
+66,570
| +87% | +$8.29M | ﹤0.01% | 1782 |
|
|
2023
Q1 | $9.24M | Sell |
76,931
-17,352
| -18% | -$2.17M | ﹤0.01% | 2351 |
|
|
2022
Q4 | $11.8M | Sell |
94,283
-9,056
| -9% | -$1.21M | ﹤0.01% | 2107 |
|
|
2022
Q3 | $15M | Sell |
103,339
-15,509
| -13% | -$2.53M | ﹤0.01% | 1808 |
|
|
2022
Q2 | $20.5M | Buy |
118,848
+659
| +0.6% | +$119K | ﹤0.01% | 1603 |
|
|
2022
Q1 | $21.5M | Buy |
118,189
+38,029
| +47% | +$6.23M | ﹤0.01% | 1714 |
|
|
2021
Q4 | $12.5M | Sell |
80,160
-162
| -0.2% | -$25.7K | ﹤0.01% | 2249 |
|
|
2021
Q3 | $12.7M | Sell |
80,322
-38,414
| -32% | -$6.2M | ﹤0.01% | 2181 |
|
|
2021
Q2 | $18.5M | Buy |
118,736
+33,897
| +40% | +$5.29M | ﹤0.01% | 1909 |
|
|
2021
Q1 | $12M | Sell |
84,839
-2,660
| -3% | -$358K | ﹤0.01% | 2191 |
|
|
2020
Q4 | $11.9M | Buy |
87,499
+15,708
| +22% | +$2.03M | ﹤0.01% | 2064 |
|
|
2020
Q3 | $8.66M | Buy |
71,791
+5,557
| +8% | +$638K | ﹤0.01% | 2153 |
|
|
2020
Q2 | $6.84M | Sell |
66,234
-35,406
| -35% | -$3.67M | ﹤0.01% | 2209 |
|
|
2020
Q1 | $10.6M | Buy |
101,640
+17,885
| +21% | +$2.2M | ﹤0.01% | 1693 |
|
|
2019
Q4 | $11M | Buy |
83,755
+4,409
| +6% | +$567K | ﹤0.01% | 2039 |
|
|
2019
Q3 | $9.98M | Sell |
79,346
-359
| -0.5% | -$42.6K | ﹤0.01% | 2139 |
|
|
2019
Q2 | $8.32M | Sell |
79,705
-37,172
| -32% | -$3.67M | ﹤0.01% | 2247 |
|
|
2019
Q1 | $11.1M | Buy |
116,877
+42,958
| +58% | +$4.16M | ﹤0.01% | 1956 |
|
|
2018
Q4 | $6.61M | Sell |
73,919
-4,004
| -5% | -$392K | ﹤0.01% | 2345 |
|
|
2018
Q3 | $8.41M | Sell |
77,923
-229,923
| -75% | -$24.3M | ﹤0.01% | 2336 |
|
|
2018
Q2 | $31.9M | Buy |
307,846
+56,211
| +22% | +$5.29M | 0.01% | 1251 |
|
|
2018
Q1 | $23M | Buy |
251,635
+99,777
| +66% | +$9.12M | 0.01% | 1414 |
|
|
2017
Q4 | $15.3M | Sell |
151,858
-60,057
| -28% | -$5.94M | ﹤0.01% | 1783 |
|
|
2017
Q3 | $20.3M | Sell |
211,915
-184,803
| -47% | -$18.5M | ﹤0.01% | 1482 |
|
|
2017
Q2 | $41.1M | Buy |
396,718
+130,649
| +49% | +$13M | 0.01% | 1014 |
|
|
2017
Q1 | $25.5M | Buy |
266,069
+92,282
| +53% | +$8.93M | 0.01% | 1315 |
|
|
2016
Q4 | $16.1M | Sell |
173,787
-103,058
| -37% | -$9.01M | ﹤0.01% | 1601 |
|
|
2016
Q3 | $25.5M | Sell |
276,845
-157,092
| -36% | -$13.7M | 0.01% | 1221 |
|
|
2016
Q2 | $37.5M | Buy |
433,937
+166,716
| +62% | +$14M | 0.01% | 991 |
|
|
2016
Q1 | $20.6M | Buy |
267,221
+190,751
| +249% | +$14.5M | 0.01% | 1315 |
|
|
2015
Q4 | $6.16M | Buy |
76,470
+6,496
| +9% | +$536K | ﹤0.01% | 2093 |
|
|
2015
Q3 | $5.53M | Sell |
69,974
-96,855
| -58% | -$7.23M | ﹤0.01% | 2161 |
|
|
2015
Q2 | $11.2M | Sell |
166,829
-409,851
| -71% | -$26.4M | ﹤0.01% | 1849 |
|
|
2015
Q1 | $35.4M | Buy |
576,680
+255,497
| +80% | +$16.2M | 0.01% | 1068 |
|
|
2014
Q4 | $22M | Buy |
321,183
+48,949
| +18% | +$3.26M | 0.01% | 1408 |
|
|
2014
Q3 | $17.5M | Sell |
272,234
-279,022
| -51% | -$18.3M | ﹤0.01% | 1534 |
|
|
2014
Q2 | $36.1M | Sell |
551,256
-67,508
| -11% | -$4.51M | 0.01% | 1016 |
|
|
2014
Q1 | $40.2M | Sell |
618,764
-3,421
| -0.5% | -$224K | 0.01% | 928 |
|
|
2013
Q4 | $41.3M | Sell |
622,185
-15,814
| -2% | -$968K | 0.01% | 912 |
|
|
2013
Q3 | $34.5M | Buy |
637,999
+348,451
| +120% | +$18.8M | 0.01% | 998 |
|
|
2013
Q2 | $14.7M | Buy |
+289,548
| New | +$14M | ﹤0.01% | 1431 |
|
Other funds holding AIZ
VCM
VPM
