New Vernon Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Hold |
4,253
| – | – | 1.43% | 23 |
|
|
2025
Q1 | $1.04M | Sell |
4,253
-108,476
| -96% | -$26.6M | 1.4% | 23 |
|
|
2024
Q4 | $3.57M | Buy |
112,729
+108,476
| +2,551% | +$3.44M | 4.72% | 6 |
|
|
2024
Q3 | $897K | Hold |
4,253
| – | – | 0.97% | 26 |
|
|
2024
Q2 | $860K | Hold |
4,253
| – | – | 1.12% | 26 |
|
|
2024
Q1 | $852K | Hold |
4,253
| – | – | 0.72% | 24 |
|
|
2023
Q4 | $723K | Hold |
4,253
| – | – | 0.83% | 26 |
|
|
2023
Q3 | $617K | Hold |
4,253
| – | – | 0.94% | 22 |
|
|
2023
Q2 | $619K | Hold |
4,253
| – | – | 1% | 22 |
|
|
2023
Q1 | $554K | Hold |
4,253
| – | – | 1.14% | 23 |
|
|
2022
Q4 | $570K | Hold |
4,253
| – | – | 0.88% | 26 |
|
|
2022
Q3 | $444K | Hold |
4,253
| – | – | 0.91% | 25 |
|
|
2022
Q2 | $479K | Hold |
4,253
| – | – | 0.82% | 28 |
|
|
2022
Q1 | $580K | Hold |
4,253
| – | – | 0.81% | 28 |
|
|
2021
Q4 | $673K | Hold |
4,253
| – | – | 1.08% | 25 |
|
|
2021
Q3 | $696K | Hold |
4,253
| – | – | 1.18% | 21 |
|
|
2021
Q2 | $662K | Hold |
4,253
| – | – | 1.11% | 24 |
|
|
2021
Q1 | $647K | Hold |
4,253
| – | – | 1.07% | 26 |
|
|
2020
Q4 | $540K | Hold |
4,253
| – | – | 1.03% | 29 |
|
|
2020
Q3 | $409K | Hold |
4,253
| – | – | 0.92% | 34 |
|
|
2020
Q2 | $400K | Hold |
4,253
| – | – | 1% | 33 |
|
|
2020
Q1 | $383K | Hold |
4,253
| – | – | 1% | 33 |
|
|
2019
Q4 | $593K | Hold |
4,253
| – | – | 1.26% | 19 |
|
|
2019
Q3 | $501K | Hold |
4,253
| – | – | 1.05% | 26 |
|
|
2019
Q2 | $475K | Hold |
4,253
| – | – | 0.94% | 30 |
|
|
2019
Q1 | $431K | Hold |
4,253
| – | – | 1.03% | 35 |
|
|
2018
Q4 | $415K | Sell |
4,253
-1,700
| -29% | -$166K | 1.2% | 23 |
|
|
2018
Q3 | $672K | Hold |
5,953
| – | – | 0.8% | 34 |
|
|
2018
Q2 | $620K | Hold |
5,953
| – | – | 0.71% | 32 |
|
|
2018
Q1 | $655K | Hold |
5,953
| – | – | 0.78% | 32 |
|
|
2017
Q4 | $637K | Hold |
5,953
| – | – | 0.66% | 34 |
|
|
2017
Q3 | $569K | Hold |
5,953
| – | – | 0.63% | 35 |
|
|
2017
Q2 | $544K | Hold |
5,953
| – | – | 0.69% | 35 |
|
|
2017
Q1 | $523K | Sell |
5,953
-2,783
| -32% | -$245K | 0.68% | 37 |
|
|
2016
Q4 | $754K | Hold |
8,736
| – | – | 1.05% | 26 |
|
|
2016
Q3 | $582K | Sell |
8,736
-5,824
| -40% | -$388K | 0.61% | 40 |
|
|
2016
Q2 | $905K | Sell |
14,560
-2,160
| -13% | -$134K | 0.79% | 43 |
|
|
2016
Q1 | $990K | Sell |
16,720
-6,502
| -28% | -$385K | 0.85% | 43 |
|
|
2015
Q4 | $1.53M | Hold |
23,222
| – | – | 1.16% | 35 |
|
|
2015
Q3 | $1.42M | Hold |
23,222
| – | – | 1.12% | 34 |
|
|
2015
Q2 | $1.57M | Sell |
23,222
-2,986
| -11% | -$202K | 1.08% | 32 |
|
|
2015
Q1 | $1.59M | Hold |
26,208
| – | – | 1.09% | 40 |
|
|
2014
Q4 | $1.64M | Buy |
+26,208
| New | +$1.64M | 1.11% | 45 |
|