JP Morgan Chase
ETFC

JP Morgan Chase’s E*Trade Financial Corporation ETFC Stock Holding History

JP Morgan Chase’s Portfolio ETFC Stock Details ETFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-127,400
Closed -$5.78M – 5923
2019
Q4 		$5.78M Buy
+127,400
New +$5.44M ﹤0.01% 2567
2019
Q1 		– Sell
-45,000
Closed -$1.98M – 6170
2018
Q4 		$1.98M Sell
45,000
-380,000
-89% -$18.6M ﹤0.01% 3285
2018
Q3 		$22.3M Buy
425,000
+380,000
+844% +$22.3M ﹤0.01% 1580
2018
Q2 		$2.75M Sell
45,000
-121,800
-73% -$7.54M ﹤0.01% 3153
2018
Q1 		$9.24M Buy
166,800
+119,900
+256% +$6.39M ﹤0.01% 2084
2017
Q4 		$2.33M Buy
+46,900
New +$2.15M ﹤0.01% 3230
2015
Q3 		– Sell
-600,000
Closed -$18M – 4163
2015
Q2 		$18M Buy
600,000
+541,200
+920% +$15.9M ﹤0.01% 1476
2015
Q1 		$1.68M Buy
58,800
+37,500
+176% +$956K ﹤0.01% 2960
2014
Q4 		$517K Sell
21,300
-3,700
-15% -$82.9K ﹤0.01% 3653
2014
Q3 		$565K Buy
+25,000
New +$549K ﹤0.01% 3610
2013
Q3 		– Sell
-11,900
Closed -$151K – 4492
2013
Q2 		$151K Buy
+11,900
New +$131K ﹤0.01% 4065

Other funds holding ETFC

CIC
Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

JP Morgan Chase's ETFC Position: Q4 2020 in Review

JP Morgan Chase sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 200,914 shares — an estimated $9.83M sold.

JP Morgan Chase first reported a position in ETFC in Q2 2013 and held it in 30 quarters. The position peaked at $68M in Q4 2019. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • JP Morgan Chase reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • JP Morgan Chase sold 200,914 E*Trade Financial Corporation shares in Q4 2020, an estimated $9.83M.
  • JP Morgan Chase first reported a position in E*Trade Financial Corporation in Q2 2013 and held it in 30 quarters.
  • JP Morgan Chase's E*Trade Financial Corporation position peaked at $68M in Q4 2019.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on JP Morgan Chase's 13F filing for Q4 2020, filed 11 Feb 2021.