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New Vernon Capital Holdings II’s JPMorgan Chase JPM Stock Holding History

New Vernon Capital Holdings II’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,887
Closed -$378K – 82
2024
Q1 		$378K Buy
+1,887
New +$340K 0.2% 47

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

New Vernon Capital Holdings II's JPM Position: Q2 2024 in Review

New Vernon Capital Holdings II sold out of JPMorgan Chase (JPM) in Q2 2024, closing a stake of 1,887 shares — an estimated $378K sold.

New Vernon Capital Holdings II first reported a position in JPM in Q1 2024 and held it in 1 quarter. The position peaked at $378K in Q1 2024. 4,170 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • New Vernon Capital Holdings II reported no remaining JPMorgan Chase position as of Q2 2024 after selling out during the quarter.
  • New Vernon Capital Holdings II sold 1,887 JPMorgan Chase shares in Q2 2024, an estimated $378K.
  • New Vernon Capital Holdings II first reported a position in JPMorgan Chase in Q1 2024 and held it in 1 quarter.
  • New Vernon Capital Holdings II's JPMorgan Chase position peaked at $378K in Q1 2024.
  • 4,170 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on New Vernon Capital Holdings II's 13F filing for Q2 2024, filed 14 Aug 2024.