Veery Capital
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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
Q3 		$884K Buy
2,671
+1
+0% +$350 0.24% 38
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Veery Capital's JPM Position: Q3 2026 in Review

Veery Capital increased its JPMorgan Chase (JPM) stake by 0.04% in Q3 2026, buying an estimated $350 and bringing the position to 2,671 shares worth $884K. The position accounts for 0.24% of the portfolio, ranked #38.

Veery Capital first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $889K in Q4 2025. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Veery Capital held 2,671 shares of JPMorgan Chase worth $884K as of Q3 2026.
  • Veery Capital bought 1 JPMorgan Chase share in Q3 2026, an estimated $350.
  • JPMorgan Chase made up 0.24% of Veery Capital's portfolio in Q3 2026, its #38 holding.
  • Veery Capital first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Veery Capital's JPMorgan Chase position peaked at $889K in Q4 2025.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Veery Capital's 13F filing for Q3 2026, filed 7 Oct 2026.