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
VCM
VPM