Veritas Investment Management (UK)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-380
| Closed | -$60K | – | 21 |
|
|
2021
Q4 | $60K | Hold |
380
| – | – | 0.01% | 32 |
|
|
2021
Q3 | $62K | Hold |
380
| – | – | 0.01% | 37 |
|
|
2021
Q2 | $59K | Hold |
380
| – | – | 0.01% | 40 |
|
|
2021
Q1 | $58K | Hold |
380
| – | – | 0.01% | 31 |
|
|
2020
Q4 | $48K | Hold |
380
| – | – | 0.01% | 30 |
|
|
2020
Q3 | $37K | Hold |
380
| – | – | 0.01% | 30 |
|
|
2020
Q2 | $36K | Sell |
380
-1,800
| -83% | -$171K | 0.01% | 29 |
|
|
2020
Q1 | $196K | Hold |
2,180
| – | – | 0.06% | 27 |
|
|
2019
Q4 | $304K | Hold |
2,180
| – | – | 0.08% | 26 |
|
|
2019
Q3 | $257K | Hold |
2,180
| – | – | 0.07% | 25 |
|
|
2019
Q2 | $244K | Hold |
2,180
| – | – | 0.07% | 27 |
|
|
2019
Q1 | $221K | Hold |
2,180
| – | – | 0.07% | 27 |
|
|
2018
Q4 | $213K | Sell |
2,180
-60
| -3% | -$6.39K | 0.07% | 25 |
|
|
2018
Q3 | $253K | Hold |
2,240
| – | – | 0.07% | 25 |
|
|
2018
Q2 | $233K | Sell |
2,240
-60
| -3% | -$6.58K | 0.08% | 27 |
|
|
2018
Q1 | $253K | Hold |
2,300
| – | – | 0.09% | 30 |
|
|
2017
Q4 | $246K | Hold |
2,300
| – | – | 0.09% | 28 |
|
|
2017
Q3 | $220K | Hold |
2,300
| – | – | 0.08% | 34 |
|
|
2017
Q2 | $210K | Hold |
2,300
| – | – | 0.08% | 34 |
|
|
2017
Q1 | $202K | Sell |
2,300
-730
| -24% | -$64.4K | 0.08% | 36 |
|
|
2016
Q4 | $261K | Hold |
3,030
| – | – | 0.11% | 36 |
|
|
2016
Q3 | $202K | Hold |
3,030
| – | – | 0.1% | 37 |
|
|
2016
Q2 | $188K | Hold |
3,030
| – | – | 0.09% | 35 |
|
|
2016
Q1 | $179K | Hold |
3,030
| – | – | 0.09% | 34 |
|
|
2015
Q4 | $200K | Sell |
3,030
-2,770
| -48% | -$180K | 0.1% | 36 |
|
|
2015
Q3 | $354K | Buy |
5,800
+2,590
| +81% | +$170K | 0.22% | 30 |
|
|
2015
Q2 | $218K | Hold |
3,210
| – | – | 0.15% | 34 |
|
|
2015
Q1 | $194K | Hold |
3,210
| – | – | 0.14% | 33 |
|
|
2014
Q4 | $201K | Hold |
3,210
| – | – | 0.16% | 34 |
|
|
2014
Q3 | $193K | Sell |
3,210
-175
| -5% | -$10.2K | 0.14% | 37 |
|
|
2014
Q2 | $206K | Hold |
3,385
| – | – | 0.15% | 37 |
|
|
2014
Q1 | $206K | Hold |
3,385
| – | – | 0.15% | 38 |
|
|
2013
Q4 | $198K | Hold |
3,385
| – | – | 0.16% | 39 |
|
|
2013
Q3 | $175K | Hold |
3,385
| – | – | 0.14% | 43 |
|
|
2013
Q2 | $179K | Buy |
+3,385
| New | +$172K | 0.15% | 40 |
|
Other funds holding JPM
WA
Veritas Investment Management (UK)'s JPM Position: Q1 2022 in Review
Veritas Investment Management (UK) sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 380 shares — an estimated $60K sold.
Veritas Investment Management (UK) first reported a position in JPM in Q2 2013 and held it in 35 quarters. The position peaked at $354K in Q3 2015. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.
- Veritas Investment Management (UK) reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
- Veritas Investment Management (UK) sold 380 JPMorgan Chase shares in Q1 2022, an estimated $60K.
- Veritas Investment Management (UK) first reported a position in JPMorgan Chase in Q2 2013 and held it in 35 quarters.
- Veritas Investment Management (UK)'s JPMorgan Chase position peaked at $354K in Q3 2015.
- 3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.
Based on Veritas Investment Management (UK)'s 13F filing for Q1 2022.