JP Morgan Chase
SJI

JP Morgan Chase’s South Jersey Industries, Inc. SJI Stock Holding History

JP Morgan Chase’s Portfolio SJI Stock Details SJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-559,213
Closed -$19.9M – 7515
2022
Q4 		$19.9M Sell
559,213
-21,199
-4% -$732K ﹤0.01% 1684
2022
Q3 		$19.4M Buy
580,412
+463,527
+397% +$15.8M ﹤0.01% 1605
2022
Q2 		$3.99M Sell
116,885
-310,568
-73% -$10.6M ﹤0.01% 2983
2022
Q1 		$14.8M Buy
427,453
+172,033
+67% +$4.96M ﹤0.01% 2024
2021
Q4 		$6.67M Buy
255,420
+105,308
+70% +$2.5M ﹤0.01% 2800
2021
Q3 		$3.19M Buy
150,112
+31,290
+26% +$771K ﹤0.01% 3410
2021
Q2 		$3.08M Sell
118,822
-304,359
-72% -$7.84M ﹤0.01% 3462
2021
Q1 		$9.55M Sell
423,181
-292,135
-41% -$6.91M ﹤0.01% 2403
2020
Q4 		$15.4M Sell
715,316
-300,336
-30% -$6.48M ﹤0.01% 1837
2020
Q3 		$19.5M Buy
1,015,652
+688,413
+210% +$15.4M ﹤0.01% 1506
2020
Q2 		$8.18M Buy
327,239
+1,995
+0.6% +$52.6K ﹤0.01% 2065
2020
Q1 		$8.13M Buy
325,244
+2,613
+0.8% +$77.1K ﹤0.01% 1896
2019
Q4 		$10.6M Buy
322,631
+278,411
+630% +$8.78M ﹤0.01% 2072
2019
Q3 		$1.46M Sell
44,220
-16,246
-27% -$530K ﹤0.01% 3612
2019
Q2 		$2.02M Buy
60,466
+12,977
+27% +$419K ﹤0.01% 3374
2019
Q1 		$1.52M Sell
47,489
-18,796
-28% -$569K ﹤0.01% 3525
2018
Q4 		$1.84M Sell
66,285
-8,072
-11% -$256K ﹤0.01% 3336
2018
Q3 		$2.62M Buy
74,357
+37,993
+104% +$1.29M ﹤0.01% 3265
2018
Q2 		$1.22M Buy
36,364
+8,584
+31% +$269K ﹤0.01% 3708
2018
Q1 		$782K Sell
27,780
-127,918
-82% -$3.59M ﹤0.01% 3813
2017
Q4 		$4.86M Buy
155,698
+129,714
+499% +$4.29M ﹤0.01% 2701
2017
Q3 		$904K Sell
25,984
-117,888
-82% -$4.09M ﹤0.01% 3568
2017
Q2 		$4.92M Buy
143,872
+54,324
+61% +$1.97M ﹤0.01% 2481
2017
Q1 		$3.19M Sell
89,548
-57,990
-39% -$1.94M ﹤0.01% 2737
2016
Q4 		$4.97M Buy
+147,538
New +$4.6M ﹤0.01% 2465
2016
Q3 		– Sell
-639
Closed -$20K – 4902
2016
Q2 		$20K Buy
639
+5
+0.8% +$143 ﹤0.01% 4228
2016
Q1 		$18K Buy
634
+192
+43% +$4.92K ﹤0.01% 4115
2015
Q4 		$10K Sell
442
-8,328
-95% -$204K ﹤0.01% 4219
2015
Q3 		$221K Buy
+8,770
New +$214K ﹤0.01% 3659
2015
Q2 		– Sell
-8,112
Closed -$220K – 4241
2015
Q1 		$220K Buy
8,112
+200
+3% +$5.7K ﹤0.01% 3796
2014
Q4 		$233K Sell
7,912
-44,838
-85% -$1.28M ﹤0.01% 3980
2014
Q3 		$1.41M Buy
52,750
+27,258
+107% +$766K ﹤0.01% 3144
2014
Q2 		$771K Sell
25,492
-12,752
-33% -$363K ﹤0.01% 2963
2014
Q1 		$1.07M Sell
38,244
-69,726
-65% -$1.91M ﹤0.01% 2813
2013
Q4 		$3.02M Sell
107,970
-21,494
-17% -$614K ﹤0.01% 2480
2013
Q3 		$3.79M Sell
129,464
-38,782
-23% -$1.14M ﹤0.01% 2372
2013
Q2 		$4.83M Buy
+168,246
New +$4.92M ﹤0.01% 2158

Other funds holding SJI

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase's SJI Position: Q1 2023 in Review

JP Morgan Chase sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 559,213 shares — an estimated $19.9M sold.

JP Morgan Chase first reported a position in SJI in Q2 2013 and held it in 37 quarters. The position peaked at $19.9M in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

  • JP Morgan Chase reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 559,213 South Jersey Industries, Inc. shares in Q1 2023, an estimated $19.9M.
  • JP Morgan Chase first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 37 quarters.
  • JP Morgan Chase's South Jersey Industries, Inc. position peaked at $19.9M in Q4 2022.
  • 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.