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Verdad Advisers’s JPMorgan Chase JPM Stock Holding History

Verdad Advisers’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
Q3 		$511K Buy
+2,422
New +$510K 0.68% 59
2024
Q2 		– Sell
-2,103
Closed -$421K – 135
2024
Q1 		$421K Buy
+2,103
New +$379K 0.46% 81
2023
Q3 		– Sell
-9,267
Closed -$1.35M – 56
2023
Q2 		$1.35M Sell
9,267
-5,700
-38% -$784K 2.11% 16
2023
Q1 		$1.95M Buy
+14,967
New +$2.05M 3.93% 8

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Verdad Advisers's JPM Position: Q3 2024 in Review

Verdad Advisers opened a new position in JPMorgan Chase (JPM) in Q3 2024: 2,422 shares worth $511K. The stake represents 0.68% of the portfolio and ranks #59 among its holdings. This is a return to the name: Verdad Advisers previously reported a position in JPM as recently as Q1 2024.

Verdad Advisers first reported a position in JPM in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.95M in Q1 2023. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Verdad Advisers held 2,422 shares of JPMorgan Chase worth $511K as of Q3 2024.
  • JPMorgan Chase was a new Verdad Advisers position in Q3 2024.
  • JPMorgan Chase made up 0.68% of Verdad Advisers's portfolio in Q3 2024, its #59 holding.
  • Verdad Advisers first reported a position in JPMorgan Chase in Q1 2023 and has held it in 4 quarters since.
  • Verdad Advisers's JPMorgan Chase position peaked at $1.95M in Q1 2023.
  • 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Verdad Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.