Veritable’s JPMorgan Chase JPM Stock Holding History

Veritable’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-168,916	Closed	-$24.6M	–	435
2023 Q2	$24.6M	Buy	168,916 +775	+0.5%	+$113K	0.38%	27
2023 Q1	$21.9M	Sell	168,141 -5,249	-3%	-$684K	0.36%	29
2022 Q4	$23.3M	Buy	173,390 +3,862	+2%	+$518K	0.4%	27
2022 Q3	$17.7M	Sell	169,528 -9,110	-5%	-$952K	0.34%	32
2022 Q2	$20.1M	Sell	178,638 -1,011	-0.6%	-$114K	0.36%	34
2022 Q1	$24.5M	Sell	179,649 -6,105	-3%	-$832K	0.38%	33
2021 Q4	$29.4M	Sell	185,754 -614	-0.3%	-$97.2K	0.44%	29
2021 Q3	$30.5M	Buy	186,368 +1,764	+1%	+$289K	0.49%	27
2021 Q2	$28.7M	Buy	184,604 +482	+0.3%	+$75K	0.46%	28
2021 Q1	$28M	Sell	184,122 -3,473	-2%	-$529K	0.48%	28
2020 Q4	$23.8M	Sell	187,595 -4,132	-2%	-$525K	0.44%	30
2020 Q3	$18.5M	Buy	191,727 +13,050	+7%	+$1.26M	0.37%	33
2020 Q2	$16.8M	Sell	178,677 -7,530	-4%	-$708K	0.36%	34
2020 Q1	$16.8M	Buy	186,207 +24,731	+15%	+$2.23M	0.41%	32
2019 Q4	$22.5M	Buy	161,476 +2,942	+2%	+$410K	0.41%	33
2019 Q3	$18.7M	Sell	158,534 -4,281	-3%	-$504K	0.36%	36
2019 Q2	$18.2M	Sell	162,815 -3,532	-2%	-$395K	0.36%	36
2019 Q1	$16.8M	Buy	166,347 +6,417	+4%	+$650K	0.34%	36
2018 Q4	$15.6M	Buy	159,930 +6,908	+5%	+$674K	0.36%	34
2018 Q3	$17.3M	Buy	153,022 +970	+0.6%	+$109K	0.35%	31
2018 Q2	$15.8M	Sell	152,052 -810	-0.5%	-$84.4K	0.33%	33
2018 Q1	$16.8M	Buy	152,862 +747	+0.5%	+$82.1K	0.36%	31
2017 Q4	$16.3M	Sell	152,115 -12,968	-8%	-$1.39M	0.33%	34
2017 Q3	$15.8M	Sell	165,083 -3,270	-2%	-$312K	0.33%	36
2017 Q2	$15.4M	Buy	168,353 +11,367	+7%	+$1.04M	0.35%	35
2017 Q1	$13.8M	Sell	156,986 -3,369	-2%	-$296K	0.33%	38
2016 Q4	$13.8M	Buy	160,355 +4,996	+3%	+$431K	0.34%	38
2016 Q3	$10.3M	Buy	155,359 +5,598	+4%	+$373K	0.26%	59
2016 Q2	$9.31M	Buy	149,761 +4,426	+3%	+$275K	0.24%	64
2016 Q1	$8.61M	Sell	145,335 -7,058	-5%	-$418K	0.23%	65
2015 Q4	$10.1M	Buy	152,393 +10,876	+8%	+$718K	0.28%	51
2015 Q3	$8.63M	Buy	141,517 +4,441	+3%	+$271K	0.25%	61
2015 Q2	$9.29M	Sell	137,076 -119,298	-47%	-$8.08M	0.25%	58
2015 Q1	$15.5M	Sell	256,374 -103,939	-29%	-$6.3M	0.32%	44
2014 Q4	$22.5M	Sell	360,313 -31,091	-8%	-$1.95M	0.47%	32
2014 Q3	$23.6M	Buy	391,404 +129,834	+50%	+$7.82M	0.5%	31
2014 Q2	$15.1M	Sell	261,570 -105,494	-29%	-$6.08M	0.32%	47
2014 Q1	$22.3M	Sell	367,064 -1,467	-0.4%	-$89.1K	0.48%	33
2013 Q4	$21.6M	Buy	368,531 +131,752	+56%	+$7.7M	0.47%	36
2013 Q3	$12.2M	Sell	236,779 -120,192	-34%	-$6.21M	0.29%	57
2013 Q2	$18.8M	Buy	+356,971	New	+$18.8M	0.45%	33