JMPWA
AET

JP Morgan Private Wealth Advisors’s Aetna Inc AET Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AET Stock Details AET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-20,443
Closed -$4.15M – 1652
2018
Q3 		$4.15M Sell
20,443
-1,268
-6% -$248K 0.02% 468
2018
Q2 		$3.98M Sell
21,711
-505
-2% -$90K 0.02% 451
2018
Q1 		$3.75M Sell
22,216
-69,018
-76% -$12.4M 0.03% 376
2017
Q4 		$16.5M Buy
91,234
+4,825
+6% +$829K 0.11% 179
2017
Q3 		$13.7M Buy
86,409
+2,833
+3% +$443K 0.1% 184
2017
Q2 		$12.7M Buy
83,576
+3,158
+4% +$446K 0.1% 187
2017
Q1 		$10.3M Buy
80,418
+4,023
+5% +$505K 0.08% 208
2016
Q4 		$9.47M Sell
76,395
-8,377
-10% -$1M 0.08% 201
2016
Q3 		$9.79M Buy
84,772
+8,830
+12% +$1.04M 0.09% 196
2016
Q2 		$9.27M Buy
75,942
+16,090
+27% +$1.85M 0.09% 192
2016
Q1 		$6.72M Buy
59,852
+42,480
+245% +$4.55M 0.06% 218
2015
Q4 		$1.88M Buy
17,372
+3,036
+21% +$328K 0.02% 385
2015
Q3 		$1.57M Sell
14,336
-4,395
-23% -$508K 0.02% 380
2015
Q2 		$2.39M Buy
18,731
+4,131
+28% +$472K 0.03% 337
2015
Q1 		$1.55M Sell
14,600
-1,629
-10% -$160K 0.02% 424
2014
Q4 		$1.44M Buy
16,229
+2,006
+14% +$168K 0.02% 444
2014
Q3 		$1.15M Buy
14,223
+4,919
+53% +$400K 0.01% 481
2014
Q2 		$754K Buy
9,304
+374
+4% +$28.3K 0.01% 467
2014
Q1 		$669K Buy
8,930
+4,551
+104% +$322K 0.01% 485
2013
Q4 		$300K Buy
+4,379
New +$286K 0.01% 530

Other funds holding AET

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AET Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 20,443 shares — an estimated $4.15M sold.

JP Morgan Private Wealth Advisors first reported a position in AET in Q4 2013 and held it in 20 quarters. The position peaked at $16.5M in Q4 2017. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 20,443 Aetna Inc shares in Q4 2018, an estimated $4.15M.
  • JP Morgan Private Wealth Advisors first reported a position in Aetna Inc in Q4 2013 and held it in 20 quarters.
  • JP Morgan Private Wealth Advisors's Aetna Inc position peaked at $16.5M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.