JP Morgan Chase
STON

JP Morgan Chase’s StoneMor Inc. STON Stock Holding History

JP Morgan Chase’s Portfolio STON Stock Details STON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-14,981
Closed -$52K – 7351
2022
Q3 		$52K Sell
14,981
-22
-0.1% -$75 ﹤0.01% 5541
2022
Q2 		$51K Sell
15,003
-5,232
-26% -$14.9K ﹤0.01% 5654
2022
Q1 		$52K Sell
20,235
-26,386
-57% -$67.9K ﹤0.01% 5788
2021
Q4 		$106K Buy
46,621
+21,043
+82% +$52.8K ﹤0.01% 5656
2021
Q3 		$64K Buy
25,578
+13,226
+107% +$34K ﹤0.01% 5753
2021
Q2 		$32K Buy
+12,352
New +$28.1K ﹤0.01% 5846
2018
Q1 		– Sell
-3,100
Closed -$20K – 5709
2017
Q4 		$20K Buy
3,100
+1,500
+94% +$10.1K ﹤0.01% 5163
2017
Q3 		$10K Hold
1,600
– – ﹤0.01% 4724
2017
Q2 		$15K Sell
1,600
-200
-11% -$1.78K ﹤0.01% 4597
2017
Q1 		$14K Sell
1,800
-1,232
-41% -$12.5K ﹤0.01% 4761
2016
Q4 		$27K Sell
3,032
-82,726
-96% -$1.16M ﹤0.01% 4654
2016
Q3 		$2.15M Sell
85,758
-33,424
-28% -$840K ﹤0.01% 2762
2016
Q2 		$2.98M Buy
119,182
+20,230
+20% +$490K ﹤0.01% 2590
2016
Q1 		$2.42M Buy
98,952
+1,952
+2% +$51.5K ﹤0.01% 2600
2015
Q4 		$2.59M Buy
97,000
+2,200
+2% +$62.8K ﹤0.01% 2626
2015
Q3 		$2.59M Buy
94,800
+20,385
+27% +$577K ﹤0.01% 2618
2015
Q2 		$2.24M Buy
74,415
+27,699
+59% +$827K ﹤0.01% 2846
2015
Q1 		$1.34M Buy
46,716
+11,716
+33% +$326K ﹤0.01% 3068
2014
Q4 		$902K Sell
35,000
-1,700
-5% -$44K ﹤0.01% 3402
2014
Q3 		$947K Buy
+36,700
New +$913K ﹤0.01% 3369

Other funds holding STON

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase's STON Position: Q4 2022 in Review

JP Morgan Chase sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 14,981 shares — an estimated $52K sold.

JP Morgan Chase first reported a position in STON in Q3 2014 and held it in 20 quarters. The position peaked at $2.98M in Q2 2016. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

  • JP Morgan Chase reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Chase sold 14,981 StoneMor Inc. shares in Q4 2022, an estimated $52K.
  • JP Morgan Chase first reported a position in StoneMor Inc. in Q3 2014 and held it in 20 quarters.
  • JP Morgan Chase's StoneMor Inc. position peaked at $2.98M in Q2 2016.
  • 3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on JP Morgan Chase's 13F filing for Q4 2022, filed 13 Feb 2023.