New Vernon Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.34M | Hold |
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|
2025
Q2 | $1.23M | Hold |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $3.57M | Buy |
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|
2024
Q3 | $897K | Hold |
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|
2024
Q2 | $860K | Hold |
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|
2024
Q1 | $852K | Hold |
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|
2023
Q4 | $723K | Hold |
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|
2023
Q3 | $617K | Hold |
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|
2023
Q2 | $619K | Hold |
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|
2023
Q1 | $554K | Hold |
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|
2022
Q4 | $570K | Hold |
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|
2022
Q3 | $444K | Hold |
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|
2022
Q2 | $479K | Hold |
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|
2022
Q1 | $580K | Hold |
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|
2021
Q4 | $673K | Hold |
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|
2021
Q3 | $696K | Hold |
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|
2021
Q2 | $662K | Hold |
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|
2021
Q1 | $647K | Hold |
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|
2020
Q4 | $540K | Hold |
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|
2020
Q3 | $409K | Hold |
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|
2020
Q2 | $400K | Hold |
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|
2020
Q1 | $383K | Hold |
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|
2019
Q4 | $593K | Hold |
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|
2019
Q3 | $501K | Hold |
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|
2019
Q2 | $475K | Hold |
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|
2019
Q1 | $431K | Hold |
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|
2018
Q4 | $415K | Sell |
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|
2018
Q3 | $672K | Hold |
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|
2018
Q2 | $620K | Hold |
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|
2018
Q1 | $655K | Hold |
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|
2017
Q4 | $637K | Hold |
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|
2017
Q3 | $569K | Hold |
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|
2017
Q2 | $544K | Hold |
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|
2017
Q1 | $523K | Sell |
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|
2016
Q4 | $754K | Hold |
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|
2016
Q3 | $582K | Sell |
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|
2016
Q2 | $905K | Sell |
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|
2016
Q1 | $990K | Sell |
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|
2015
Q4 | $1.53M | Hold |
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|
2015
Q3 | $1.42M | Hold |
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|
2015
Q2 | $1.57M | Sell |
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|
2015
Q1 | $1.59M | Hold |
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|
2014
Q4 | $1.64M | Buy |
|