JP Morgan Chase’s National Western Life Group, Inc. Class A NWLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,088
| Closed | -$2.53M | – | 7828 |
|
|
2024
Q2 | $2.53M | Sell |
5,088
-28,680
| -85% | -$14.1M | ﹤0.01% | 3577 |
|
|
2024
Q1 | $16.6M | Buy |
33,768
+27,885
| +474% | +$13.5M | ﹤0.01% | 2037 |
|
|
2023
Q4 | $2.84M | Buy |
5,883
+3,309
| +129% | +$1.57M | ﹤0.01% | 3556 |
|
|
2023
Q3 | $1.13M | Sell |
2,574
-163
| -6% | -$71.6K | ﹤0.01% | 3981 |
|
|
2023
Q2 | $1.14M | Buy |
2,737
+403
| +17% | +$128K | ﹤0.01% | 3959 |
|
|
2023
Q1 | $566K | Buy |
2,334
+673
| +41% | +$175K | ﹤0.01% | 4419 |
|
|
2022
Q4 | $467K | Buy |
1,661
+128
| +8% | +$27.3K | ﹤0.01% | 4568 |
|
|
2022
Q3 | $263K | Buy |
1,533
+94
| +7% | +$18.3K | ﹤0.01% | 4817 |
|
|
2022
Q2 | $292K | Buy |
1,439
+31
| +2% | +$6.34K | ﹤0.01% | 4878 |
|
|
2022
Q1 | $296K | Sell |
1,408
-2,348
| -63% | -$501K | ﹤0.01% | 4981 |
|
|
2021
Q4 | $805K | Buy |
3,756
+2,658
| +242% | +$578K | ﹤0.01% | 4538 |
|
|
2021
Q3 | $231K | Sell |
1,098
-753
| -41% | -$163K | ﹤0.01% | 5159 |
|
|
2021
Q2 | $415K | Sell |
1,851
-3,834
| -67% | -$914K | ﹤0.01% | 4814 |
|
|
2021
Q1 | $1.42M | Sell |
5,685
-153
| -3% | -$32.8K | ﹤0.01% | 3958 |
|
|
2020
Q4 | $1.21M | Buy |
5,838
+2,842
| +95% | +$552K | ﹤0.01% | 3838 |
|
|
2020
Q3 | $551K | Buy |
2,996
+609
| +26% | +$125K | ﹤0.01% | 3937 |
|
|
2020
Q2 | $486K | Sell |
2,387
-1,577
| -40% | -$301K | ﹤0.01% | 3860 |
|
|
2020
Q1 | $683K | Sell |
3,964
-176
| -4% | -$43.1K | ﹤0.01% | 3656 |
|
|
2019
Q4 | $1.21M | Buy |
4,140
+3,175
| +329% | +$851K | ﹤0.01% | 3723 |
|
|
2019
Q3 | $259K | Sell |
965
-755
| -44% | -$199K | ﹤0.01% | 4511 |
|
|
2019
Q2 | $439K | Sell |
1,720
-886
| -34% | -$236K | ﹤0.01% | 4298 |
|
|
2019
Q1 | $684K | Buy |
2,606
+747
| +40% | +$219K | ﹤0.01% | 4027 |
|
|
2018
Q4 | $558K | Buy |
1,859
+777
| +72% | +$227K | ﹤0.01% | 4077 |
|
|
2018
Q3 | $346K | Sell |
1,082
-127
| -11% | -$40.8K | ﹤0.01% | 4459 |
|
|
2018
Q2 | $372K | Buy |
1,209
+164
| +16% | +$51.2K | ﹤0.01% | 4298 |
|
|
2018
Q1 | $319K | Buy |
1,045
+356
| +52% | +$113K | ﹤0.01% | 4198 |
|
|
2017
Q4 | $228K | Buy |
689
+262
| +61% | +$91.5K | ﹤0.01% | 4373 |
|
|
2017
Q3 | $149K | Sell |
427
-123
| -22% | -$41.3K | ﹤0.01% | 4198 |
|
|
2017
Q2 | $176K | Sell |
550
-1,135
| -67% | -$354K | ﹤0.01% | 4023 |
|
|
2017
Q1 | $512K | Sell |
1,685
-2,586
| -61% | -$801K | ﹤0.01% | 3700 |
|
|
2016
Q4 | $1.33M | Buy |
+4,271
| New | +$1.07M | ﹤0.01% | 3305 |
|
|
2016
Q2 | – | Sell |
-7
| Closed | -$2K | – | 5006 |
|
|
2016
Q1 | $2K | Sell |
7
-13
| -65% | -$2.87K | ﹤0.01% | 4518 |
|
|
2015
Q4 | $5K | Buy |
+20
| New | +$5.09K | ﹤0.01% | 4353 |
|
Other funds holding NWLI
JP Morgan Chase's NWLI Position: Q3 2024 in Review
JP Morgan Chase sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 5,088 shares — an estimated $2.53M sold.
JP Morgan Chase first reported a position in NWLI in Q4 2015 and held it in 33 quarters. The position peaked at $16.6M in Q1 2024. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.
- JP Morgan Chase reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
- JP Morgan Chase sold 5,088 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $2.53M.
- JP Morgan Chase first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 33 quarters.
- JP Morgan Chase's National Western Life Group, Inc. Class A position peaked at $16.6M in Q1 2024.
- 1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.
Based on JP Morgan Chase's 13F filing for Q3 2024, filed 8 Nov 2024.