JP Morgan Chase
EBIX

JP Morgan Chase’s Ebix Inc EBIX Stock Holding History

JP Morgan Chase’s Portfolio EBIX Stock Details EBIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-43,882
Closed -$434K – 8119
2023
Q3 		$434K Buy
43,882
+8,372
+24% +$163K ﹤0.01% 4567
2023
Q2 		$895K Buy
35,510
+2,976
+9% +$55.8K ﹤0.01% 4142
2023
Q1 		$430K Buy
32,534
+6,713
+26% +$117K ﹤0.01% 4598
2022
Q4 		$515K Buy
25,821
+2,514
+11% +$48.6K ﹤0.01% 4492
2022
Q3 		$442K Sell
23,307
-71,165
-75% -$1.57M ﹤0.01% 4542
2022
Q2 		$1.6M Sell
94,472
-24,801
-21% -$694K ﹤0.01% 3722
2022
Q1 		$3.95M Buy
119,273
+13,860
+13% +$433K ﹤0.01% 3204
2021
Q4 		$3.2M Buy
105,413
+1,006
+1% +$32.1K ﹤0.01% 3430
2021
Q3 		$2.81M Buy
104,407
+88,719
+566% +$2.6M ﹤0.01% 3495
2021
Q2 		$531K Sell
15,688
-23,670
-60% -$733K ﹤0.01% 4657
2021
Q1 		$1.26M Buy
39,358
+23,255
+144% +$897K ﹤0.01% 4062
2020
Q4 		$611K Buy
16,103
+1,893
+13% +$53.2K ﹤0.01% 4262
2020
Q3 		$292K Buy
14,210
+1,590
+13% +$35.4K ﹤0.01% 4209
2020
Q2 		$282K Sell
12,620
-32,809
-72% -$676K ﹤0.01% 4108
2020
Q1 		$689K Buy
45,429
+33,550
+282% +$956K ﹤0.01% 3650
2019
Q4 		$396K Buy
11,879
+954
+9% +$35.3K ﹤0.01% 4359
2019
Q3 		$460K Buy
10,925
+366
+3% +$15.4K ﹤0.01% 4217
2019
Q2 		$512K Buy
10,559
+1,730
+20% +$86K ﹤0.01% 4224
2019
Q1 		$436K Buy
8,829
+66
+0.8% +$3.48K ﹤0.01% 4274
2018
Q4 		$373K Buy
8,763
+826
+10% +$44K ﹤0.01% 4280
2018
Q3 		$628K Buy
7,937
+973
+14% +$77.5K ﹤0.01% 4179
2018
Q2 		$531K Sell
6,964
-79,877
-92% -$6.13M ﹤0.01% 4143
2018
Q1 		$6.47M Buy
86,841
+80,261
+1,220% +$6.52M ﹤0.01% 2362
2017
Q4 		$521K Buy
6,580
+5,578
+557% +$405K ﹤0.01% 4045
2017
Q3 		$65K Buy
1,002
+143
+17% +$8.24K ﹤0.01% 4418
2017
Q2 		$46K Sell
859
-79,266
-99% -$4.57M ﹤0.01% 4370
2017
Q1 		$4.91M Sell
80,125
-27,447
-26% -$1.63M ﹤0.01% 2440
2016
Q4 		$6.14M Buy
+107,572
New +$6.25M ﹤0.01% 2282
2016
Q3 		– Sell
-10,916
Closed -$523K – 5112
2016
Q2 		$523K Sell
10,916
-227
-2% -$10.4K ﹤0.01% 3418
2016
Q1 		$455K Buy
11,143
+11,115
+39,696% +$388K ﹤0.01% 3375
2015
Q4 		$1K Buy
+28
New +$887 ﹤0.01% 4663
2015
Q3 		– Sell
-47,857
Closed -$1.56M – 4332
2015
Q2 		$1.56M Sell
47,857
-18,679
-28% -$600K ﹤0.01% 3048
2015
Q1 		$2.02M Sell
66,536
-30,820
-32% -$774K ﹤0.01% 2862
2014
Q4 		$1.65M Buy
97,356
+85,469
+719% +$1.31M ﹤0.01% 3072
2014
Q3 		$169K Sell
11,887
-243,891
-95% -$3.39M ﹤0.01% 4026
2014
Q2 		$3.66M Buy
+255,778
New +$3.97M ﹤0.01% 2234
2014
Q1 		– Sell
-40,448
Closed -$595K – 4244
2013
Q4 		$595K Sell
40,448
-3,562
-8% -$45.7K ﹤0.01% 3401
2013
Q3 		$438K Sell
44,010
-9,214
-17% -$100K ﹤0.01% 3697
2013
Q2 		$492K Buy
+53,224
New +$951K ﹤0.01% 3621

Other funds holding EBIX

Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DTL
Dynamic Technology Lab Singapore $615M AUM 11.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase's EBIX Position: Q4 2023 in Review

JP Morgan Chase sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 43,882 shares — an estimated $434K sold.

JP Morgan Chase first reported a position in EBIX in Q2 2013 and held it in 39 quarters. The position peaked at $6.47M in Q1 2018. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • JP Morgan Chase reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 43,882 Ebix Inc shares in Q4 2023, an estimated $434K.
  • JP Morgan Chase first reported a position in Ebix Inc in Q2 2013 and held it in 39 quarters.
  • JP Morgan Chase's Ebix Inc position peaked at $6.47M in Q1 2018.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.