JP Morgan Chase’s Erie Indemnity ERIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.71M Sell
35,136
-14,059
-29% -$3.77M ﹤0.01% 2811
2025
Q4
$14.1M Sell
49,195
-85,133
-63% -$25.4M ﹤0.01% 2384
2025
Q3
$42.7M Buy
134,328
+12,853
+11% +$4.44M ﹤0.01% 1511
2025
Q2
$42.1M Buy
121,475
+20,459
+20% +$7.59M ﹤0.01% 1432
2025
Q1
$42.3M Buy
101,016
+24,500
+32% +$10M ﹤0.01% 1409
2024
Q4
$31.5M Buy
76,516
+1,783
+2% +$798K ﹤0.01% 1634
2024
Q3
$40.3M Sell
74,733
-51,505
-41% -$23.4M ﹤0.01% 1467
2024
Q2
$45.7M Buy
126,238
+6,366
+5% +$2.42M ﹤0.01% 1298
2024
Q1
$48.1M Buy
119,872
+13,207
+12% +$4.86M ﹤0.01% 1306
2023
Q4
$35.7M Buy
106,665
+4,018
+4% +$1.21M ﹤0.01% 1417
2023
Q3
$30.2M Buy
102,647
+16,113
+19% +$4.17M ﹤0.01% 1380
2023
Q2
$18.2M Buy
86,534
+5,294
+7% +$1.18M ﹤0.01% 1774
2023
Q1
$18.8M Buy
81,240
+44,324
+120% +$10.6M ﹤0.01% 1713
2022
Q4
$9.18M Sell
36,916
-56,272
-60% -$14.5M ﹤0.01% 2338
2022
Q3
$20.7M Buy
93,188
+43,720
+88% +$9.21M ﹤0.01% 1555
2022
Q2
$9.51M Buy
49,468
+24,752
+100% +$4.3M ﹤0.01% 2212
2022
Q1
$4.35M Buy
24,716
+3,006
+14% +$540K ﹤0.01% 3129
2021
Q4
$4.18M Sell
21,710
-6,460
-23% -$1.3M ﹤0.01% 3219
2021
Q3
$5.03M Sell
28,170
-38,262
-58% -$6.92M ﹤0.01% 3018
2021
Q2
$12.8M Sell
66,432
-1,606
-2% -$331K ﹤0.01% 2207
2021
Q1
$15M Buy
68,038
+38,492
+130% +$9.34M ﹤0.01% 1986
2020
Q4
$7.26M Buy
29,546
+1,580
+6% +$369K ﹤0.01% 2474
2020
Q3
$5.88M Buy
27,966
+17,885
+177% +$3.75M ﹤0.01% 2432
2020
Q2
$1.94M Sell
10,081
-1,060
-10% -$187K ﹤0.01% 3123
2020
Q1
$1.65M Buy
11,141
+5,737
+106% +$924K ﹤0.01% 3094
2019
Q4
$897K Sell
5,404
-67,039
-93% -$11.8M ﹤0.01% 3935
2019
Q3
$13.4M Buy
72,443
+68,463
+1,720% +$15.5M ﹤0.01% 1896
2019
Q2
$995K Sell
3,980
-4,908
-55% -$1.02M ﹤0.01% 3875
2019
Q1
$1.59M Buy
8,888
+6,154
+225% +$988K ﹤0.01% 3499
2018
Q4
$364K Buy
2,734
+2,295
+523% +$298K ﹤0.01% 4295
2018
Q3
$56K Sell
439
-3
-0.7% -$373 ﹤0.01% 5157
2018
Q2
$52K Sell
442
-1,798
-80% -$208K ﹤0.01% 5067
2018
Q1
$264K Buy
2,240
+353
+19% +$41.1K ﹤0.01% 4269
2017
Q4
$230K Buy
1,887
+519
+38% +$62.9K ﹤0.01% 4366
2017
Q3
$163K Buy
1,368
+332
+32% +$40.5K ﹤0.01% 4166
2017
Q2
$130K Sell
1,036
-56
-5% -$6.76K ﹤0.01% 4099
2017
Q1
$134K Buy
1,092
+240
+28% +$28K ﹤0.01% 4212
2016
Q4
$96K Buy
852
+29
+4% +$3.08K ﹤0.01% 4409
2016
Q3
$84K Buy
823
+92
+13% +$9.13K ﹤0.01% 3902
2016
Q2
$73K Buy
731
+327
+81% +$31.2K ﹤0.01% 3945
2016
Q1
$38K Sell
404
-238
-37% -$22.4K ﹤0.01% 3960
2015
Q4
$61K Buy
+642
New +$58.2K ﹤0.01% 3880
2014
Q4
Sell
-3,974
Closed -$301K 4259
2014
Q3
$301K Buy
+3,974
New +$299K ﹤0.01% 3856
2013
Q4
Sell
-4,591
Closed -$333K 4134
2013
Q3
$333K Sell
4,591
-586
-11% -$45.2K ﹤0.01% 3825
2013
Q2
$412K Buy
+5,177
New +$403K ﹤0.01% 3680

Other funds holding ERIE