Veritable’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-168,916
| Closed | -$24.6M | – | 435 |
|
|
2023
Q2 | $24.6M | Buy |
168,916
+775
| +0.5% | +$107K | 0.38% | 28 |
|
|
2023
Q1 | $21.9M | Sell |
168,141
-5,249
| -3% | -$719K | 0.36% | 30 |
|
|
2022
Q4 | $23.3M | Buy |
173,390
+3,862
| +2% | +$489K | 0.4% | 28 |
|
|
2022
Q3 | $17.7M | Sell |
169,528
-9,110
| -5% | -$1.05M | 0.34% | 32 |
|
|
2022
Q2 | $20.1M | Sell |
178,638
-1,011
| -0.6% | -$125K | 0.36% | 34 |
|
|
2022
Q1 | $24.5M | Sell |
179,649
-6,105
| -3% | -$901K | 0.38% | 33 |
|
|
2021
Q4 | $29.4M | Sell |
185,754
-614
| -0.3% | -$101K | 0.44% | 29 |
|
|
2021
Q3 | $30.5M | Buy |
186,368
+1,764
| +1% | +$277K | 0.49% | 27 |
|
|
2021
Q2 | $28.7M | Buy |
184,604
+482
| +0.3% | +$75.7K | 0.46% | 29 |
|
|
2021
Q1 | $28M | Sell |
184,122
-3,473
| -2% | -$500K | 0.48% | 28 |
|
|
2020
Q4 | $23.8M | Sell |
187,595
-4,132
| -2% | -$462K | 0.44% | 32 |
|
|
2020
Q3 | $18.5M | Buy |
191,727
+13,050
| +7% | +$1.28M | 0.37% | 34 |
|
|
2020
Q2 | $16.8M | Sell |
178,677
-7,530
| -4% | -$714K | 0.36% | 34 |
|
|
2020
Q1 | $16.8M | Buy |
186,207
+24,731
| +15% | +$3M | 0.41% | 32 |
|
|
2019
Q4 | $22.5M | Buy |
161,476
+2,942
| +2% | +$377K | 0.41% | 33 |
|
|
2019
Q3 | $18.7M | Sell |
158,534
-4,281
| -3% | -$484K | 0.36% | 36 |
|
|
2019
Q2 | $18.2M | Sell |
162,815
-3,532
| -2% | -$389K | 0.36% | 36 |
|
|
2019
Q1 | $16.8M | Buy |
166,347
+6,417
| +4% | +$661K | 0.34% | 36 |
|
|
2018
Q4 | $15.6M | Buy |
159,930
+6,908
| +5% | +$736K | 0.36% | 34 |
|
|
2018
Q3 | $17.3M | Buy |
153,022
+970
| +0.6% | +$110K | 0.35% | 32 |
|
|
2018
Q2 | $15.8M | Sell |
152,052
-810
| -0.5% | -$88.9K | 0.33% | 35 |
|
|
2018
Q1 | $16.8M | Buy |
152,862
+747
| +0.5% | +$84.6K | 0.36% | 33 |
|
|
2017
Q4 | $16.3M | Sell |
152,115
-12,968
| -8% | -$1.31M | 0.33% | 36 |
|
|
2017
Q3 | $15.8M | Sell |
165,083
-3,270
| -2% | -$302K | 0.33% | 38 |
|
|
2017
Q2 | $15.4M | Buy |
168,353
+11,367
| +7% | +$981K | 0.35% | 36 |
|
|
2017
Q1 | $13.8M | Sell |
156,986
-3,369
| -2% | -$297K | 0.33% | 38 |
|
|
2016
Q4 | $13.8M | Buy |
160,355
+4,996
| +3% | +$381K | 0.34% | 38 |
|
|
2016
Q3 | $10.3M | Buy |
155,359
+5,598
| +4% | +$365K | 0.26% | 59 |
|
|
2016
Q2 | $9.31M | Buy |
149,761
+4,426
| +3% | +$276K | 0.24% | 64 |
|
|
2016
Q1 | $8.61M | Sell |
145,335
-7,058
| -5% | -$412K | 0.23% | 65 |
|
|
2015
Q4 | $10.1M | Buy |
152,393
+10,876
| +8% | +$708K | 0.28% | 51 |
|
|
2015
Q3 | $8.63M | Buy |
141,517
+4,441
| +3% | +$291K | 0.25% | 61 |
|
|
2015
Q2 | $9.29M | Sell |
137,076
-119,298
| -47% | -$7.79M | 0.25% | 58 |
|
|
2015
Q1 | $15.5M | Sell |
256,374
-103,939
| -29% | -$6.16M | 0.32% | 44 |
|
|
2014
Q4 | $22.5M | Sell |
360,313
-31,091
| -8% | -$1.87M | 0.47% | 32 |
|
|
2014
Q3 | $23.6M | Buy |
391,404
+129,834
| +50% | +$7.59M | 0.5% | 31 |
|
|
2014
Q2 | $15.1M | Sell |
261,570
-105,494
| -29% | -$5.93M | 0.32% | 47 |
|
|
2014
Q1 | $22.3M | Sell |
367,064
-1,467
| -0.4% | -$84.8K | 0.48% | 33 |
|
|
2013
Q4 | $21.6M | Buy |
368,531
+131,752
| +56% | +$7.22M | 0.47% | 36 |
|
|
2013
Q3 | $12.2M | Sell |
236,779
-120,192
| -34% | -$6.45M | 0.29% | 58 |
|
|
2013
Q2 | $18.8M | Buy |
+356,971
| New | +$18.1M | 0.45% | 33 |
|
Other funds holding JPM
Veritable's JPM Position: Q3 2023 in Review
Veritable sold out of JPMorgan Chase (JPM) in Q3 2023, closing a stake of 168,916 shares — an estimated $24.6M sold.
Veritable first reported a position in JPM in Q2 2013 and held it in 41 quarters. The position peaked at $30.5M in Q3 2021. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.
- Veritable reported no remaining JPMorgan Chase position as of Q3 2023 after selling out during the quarter.
- Veritable sold 168,916 JPMorgan Chase shares in Q3 2023, an estimated $24.6M.
- Veritable first reported a position in JPMorgan Chase in Q2 2013 and held it in 41 quarters.
- Veritable's JPMorgan Chase position peaked at $30.5M in Q3 2021.
- 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.
Based on Veritable's 13F filing for Q3 2023.