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Veritable, L.P.

SEC CIK
0001300311
Latest filing
Nov 14, 2023

JPM holding history

JPMorgan Chase & Co in every 13F filed by Veritable, L.P., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q3 2023 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of JPM by Veritable, L.P., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−168,916−100.0%Sold outHolders
Q2 2023168,916$24.6M0.4%+775+0.5%AddedHolders
Q1 2023168,141$21.9M0.4%−5,249−3.0%ReducedHolders
Q4 2022173,390$23.3M0.4%+3,862+2.3%AddedHolders
Q3 2022169,528$17.7M0.3%−9,110−5.1%ReducedHolders
Q2 2022178,638$20.1M0.4%−1,011−0.6%ReducedHolders
Q1 2022179,649$24.5M0.4%−6,105−3.3%ReducedHolders
Q4 2021185,754$29.4M0.4%−614−0.3%ReducedHolders
Q3 2021186,368$30.5M0.5%+1,764+1.0%AddedHolders
Q2 2021184,604$28.7M0.5%+482+0.3%AddedHolders
Q1 2021184,122$28.0M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.