MLIC

Mandatum Life Insurance Company’s JPMorgan Chase JPM Stock Holding History

Mandatum Life Insurance Company’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10M	Hold	34,502	–	–	2.63%	6
2025 Q1	$8.46M	Hold	34,502	–	–	2.6%	5
2024 Q4	$8.27M	Sell	34,502 -7,000	-17%	-$1.68M	2.45%	7
2024 Q3	$8.75M	Hold	41,502	–	–	2.68%	6
2024 Q2	$8.39M	Hold	41,502	–	–	2.81%	7
2024 Q1	$8.31M	Hold	41,502	–	–	2.78%	7
2023 Q4	$7.06M	Hold	41,502	–	–	2.62%	7
2023 Q3	$6.02M	Hold	41,502	–	–	2.51%	7
2023 Q2	$6.04M	Hold	41,502	–	–	2.5%	7
2023 Q1	$5.41M	Hold	41,502	–	–	1.59%	9
2022 Q4	$5.57M	Buy	41,502 +1,502	+4%	+$201K	1.69%	7
2022 Q3	$4.18M	Hold	40,000	–	–	1.33%	12
2022 Q2	$4.5M	Buy	40,000 +3,399	+9%	+$383K	1.01%	14
2022 Q1	$4.99M	Buy	36,601 +101	+0.3%	+$13.8K	0.92%	16
2021 Q4	$5.78M	Hold	36,500	–	–	1.53%	12
2021 Q3	$5.98M	Hold	36,500	–	–	1.11%	27
2021 Q2	$5.68M	Hold	36,500	–	–	1.03%	31
2021 Q1	$5.56M	Hold	36,500	–	–	1.1%	29
2020 Q4	$4.64M	Buy	36,500 +11,986	+49%	+$1.52M	0.97%	35
2020 Q3	$2.36M	Hold	24,514	–	–	0.52%	51
2020 Q2	$2.31M	Hold	24,514	–	–	0.55%	47
2020 Q1	$2.21M	Buy	24,514 +10,435	+74%	+$939K	0.59%	48
2019 Q4	$1.96M	Buy	14,079 +8,279	+143%	+$1.15M	0.41%	63
2019 Q3	$683K	Hold	5,800	–	–	0.14%	106
2019 Q2	$648K	Hold	5,800	–	–	0.14%	108
2019 Q1	$587K	Hold	5,800	–	–	0.13%	111
2018 Q4	$566K	Hold	5,800	–	–	0.13%	105
2018 Q3	$654K	Hold	5,800	–	–	0.12%	100
2018 Q2	$604K	Hold	5,800	–	–	0.12%	89
2018 Q1	$638K	Hold	5,800	–	–	0.12%	86
2017 Q4	$620K	Hold	5,800	–	–	0.1%	113
2017 Q3	$554K	Sell	5,800 -500	-8%	-$47.8K	0.07%	121
2017 Q2	$576K	Sell	6,300 -7,035	-53%	-$643K	0.08%	117
2017 Q1	$1.17M	Sell	13,335 -241	-2%	-$21.2K	0.15%	92
2016 Q4	$1.17M	Buy	13,576 +241	+2%	+$20.8K	0.16%	89
2016 Q3	$888K	Buy	13,335 +1,562	+13%	+$104K	0.12%	90
2016 Q2	$732K	Hold	11,773	–	–	0.1%	104
2016 Q1	$697K	Hold	11,773	–	–	0.09%	103
2015 Q4	$777K	Buy	+11,773	New	+$777K	0.11%	100