Veritas Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,795
| Closed | -$432K | – | 74 |
|
|
2020
Q1 | $432K | Buy |
4,795
+1,960
| +69% | +$177K | 0.04% | 33 |
|
|
2019
Q4 | $395K | Buy |
2,835
+115
| +4% | +$16K | 0.03% | 35 |
|
|
2019
Q3 | $320K | Buy |
+2,720
| New | +$320K | 0.03% | 42 |
|
|
2017
Q1 | – | Sell |
-1,320
| Closed | -$114K | – | 76 |
|
|
2016
Q4 | $114K | Buy |
+1,320
| New | +$114K | 0.02% | 53 |
|