JP Morgan Chase’s South Jersey Industries, Inc. Corporate Units SJIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,000
Closed -$138K 7505
2022
Q4
$138K Sell
2,000
-510
-20% -$35K ﹤0.01% 5213
2022
Q3
$167K Sell
2,510
-49,696
-95% -$3.39M ﹤0.01% 5039
2022
Q2
$3.54M Buy
52,206
+27,206
+109% +$1.87M ﹤0.01% 3084
2022
Q1
$1.74M Sell
25,000
-15,000
-38% -$907K ﹤0.01% 3864
2021
Q4
$2.23M Hold
40,000
﹤0.01% 3776
2021
Q3
$1.94M Sell
40,000
-32,500
-45% -$1.74M ﹤0.01% 3817
2021
Q2
$4.05M Buy
+72,500
New +$4.02M ﹤0.01% 3242

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

JP Morgan Chase sold out of South Jersey Industries, Inc. Corporate Units (SJIV) in Q1 2023, closing a stake of 2,000 shares — an estimated $138K sold.

JP Morgan Chase first reported a position in SJIV in Q2 2021 and held it in 7 quarters. The position peaked at $4.05M in Q2 2021. 0 funds tracked by Wall St. Rank hold SJIV as of Q1 2023.

  • JP Morgan Chase reported no remaining South Jersey Industries, Inc. Corporate Units position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 2,000 South Jersey Industries, Inc. Corporate Units shares in Q1 2023, an estimated $138K.
  • JP Morgan Chase first reported a position in South Jersey Industries, Inc. Corporate Units in Q2 2021 and held it in 7 quarters.
  • JP Morgan Chase's South Jersey Industries, Inc. Corporate Units position peaked at $4.05M in Q2 2021.
  • 0 funds tracked by Wall St. Rank held South Jersey Industries, Inc. Corporate Units as of Q1 2023.

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