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Veritas Investment Management’s JPMorgan Chase JPM Stock Holding History

Veritas Investment Management’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
2020
Q2 		– Sell
-4,795
Closed -$432K – 74
2020
Q1 		$432K Buy
4,795
+1,960
+69% +$238K 0.04% 33
2019
Q4 		$395K Buy
2,835
+115
+4% +$14.7K 0.03% 35
2019
Q3 		$320K Buy
+2,720
New +$308K 0.03% 42
2017
Q1 		– Sell
-1,320
Closed -$114K – 76
2016
Q4 		$114K Buy
+1,320
New +$101K 0.02% 53

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Veritas Investment Management's JPM Position: Q2 2020 in Review

Veritas Investment Management sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 4,795 shares — an estimated $432K sold.

Veritas Investment Management first reported a position in JPM in Q4 2016 and held it in 4 quarters. The position peaked at $432K in Q1 2020. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Veritas Investment Management reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • Veritas Investment Management sold 4,795 JPMorgan Chase shares in Q2 2020, an estimated $432K.
  • Veritas Investment Management first reported a position in JPMorgan Chase in Q4 2016 and held it in 4 quarters.
  • Veritas Investment Management's JPMorgan Chase position peaked at $432K in Q1 2020.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Veritas Investment Management's 13F filing for Q2 2020, filed 6 Aug 2020.