JP Morgan Private Wealth Advisors’s Veritone VERI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VERI Stock Details VERI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-10,000	Closed	-$84K	–	1484
2019 Q2	$84K	Hold	10,000	–	–	﹤0.01%	1343
2019 Q1	$52K	Hold	10,000	–	–	﹤0.01%	1435
2018 Q4	$38K	Buy	+10,000	New	+$66.3K	﹤0.01%	1427
2017 Q4	–	Sell	-6,000	Closed	-$272K	–	1330
2017 Q3	$272K	Buy	+6,000	New	+$111K	﹤0.01%	1051

Other funds holding VERI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VERI Position: Q3 2019 in Review

JP Morgan Private Wealth Advisors sold out of Veritone (VERI) in Q3 2019, closing a stake of 10,000 shares — an estimated $84K sold.

JP Morgan Private Wealth Advisors first reported a position in VERI in Q3 2017 and held it in 4 quarters. The position peaked at $272K in Q3 2017. 45 funds tracked by Wall St. Rank hold VERI as of Q3 2019.

JP Morgan Private Wealth Advisors reported no remaining Veritone position as of Q3 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,000 Veritone shares in Q3 2019, an estimated $84K.
JP Morgan Private Wealth Advisors first reported a position in Veritone in Q3 2017 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's Veritone position peaked at $272K in Q3 2017.
45 funds tracked by Wall St. Rank held Veritone as of Q3 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.