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Veery Capital’s JPMorgan Chase JPM Stock Holding History

Veery Capital’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
2026
Q2 		$874K Sell
2,670
-86
-3% -$26.7K 0.23% 38
2026
Q1 		$811K Sell
2,756
-3
-0.1% -$910 0.25% 37
2025
Q4 		$889K Hold
2,759
– – 0.27% 36
2025
Q3 		$870K Buy
2,759
+1
+0% +$297 0.27% 38
2025
Q2 		$800K Buy
2,758
+4
+0.1% +$1.02K 0.28% 36
2025
Q1 		$676K Buy
2,754
+78
+3% +$19.9K 0.26% 38
2024
Q4 		$641K Sell
2,676
-6
-0.2% -$1.4K 0.25% 39
2024
Q3 		$565K Buy
2,682
+29
+1% +$6.11K 0.21% 46
2024
Q2 		$537K Buy
2,653
+16
+0.6% +$3.13K 0.22% 49
2024
Q1 		$528K Buy
2,637
+37
+1% +$6.68K 0.22% 51
2023
Q4 		$442K Sell
2,600
-81
-3% -$12.3K 0.2% 56
2023
Q3 		$389K Buy
2,681
+15
+0.6% +$2.25K 0.19% 59
2023
Q2 		$388K Buy
2,666
+45
+2% +$6.19K 0.18% 55
2023
Q1 		$342K Buy
2,621
+719
+38% +$98.5K 0.18% 54
2022
Q4 		$255K Buy
+1,902
New +$241K 0.15% 60
2022
Q2 		– Sell
-1,730
Closed -$236K – 80
2022
Q1 		$236K Sell
1,730
-376
-18% -$55.5K 0.13% 68
2021
Q4 		$334K Sell
2,106
-10
-0.5% -$1.64K 0.18% 59
2021
Q3 		$346K Buy
2,116
+134
+7% +$21K 0.2% 57
2021
Q2 		$308K Sell
1,982
-98
-5% -$15.4K 0.18% 58
2021
Q1 		$317K Sell
2,080
-794
-28% -$114K 0.2% 53
2020
Q4 		$365K Buy
+2,874
New +$321K 0.25% 50

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Veery Capital's JPM Position: Q2 2026 in Review

Veery Capital reduced its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, selling an estimated $26.7K and leaving 2,670 shares worth $874K. The position accounts for 0.23% of the portfolio, ranked #38.

Veery Capital first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $889K in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Veery Capital held 2,670 shares of JPMorgan Chase worth $874K as of Q2 2026.
  • Veery Capital sold 86 JPMorgan Chase shares in Q2 2026, an estimated $26.7K.
  • JPMorgan Chase made up 0.23% of Veery Capital's portfolio in Q2 2026, its #38 holding.
  • Veery Capital first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • Veery Capital's JPMorgan Chase position peaked at $889K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.