Veratis Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$308K Buy
+942
New +$293K 0.22% 66
2025
Q4
$343K Buy
+1,125
New +$348K 0.27% 58

Other funds holding JPM

Veratis Advisors's JPM Position: Q2 2026 in Review

Veratis Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 942 shares worth $308K. The stake represents 0.22% of the portfolio and ranks #66 among its holdings. This is a return to the name: Veratis Advisors previously reported a position in JPM as recently as Q4 2025.

Veratis Advisors first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $343K in Q4 2025. 5,121 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Veratis Advisors held 942 shares of JPMorgan Chase worth $308K as of Q2 2026.
  • JPMorgan Chase was a new Veratis Advisors position in Q2 2026.
  • JPMorgan Chase made up 0.22% of Veratis Advisors's portfolio in Q2 2026, its #66 holding.
  • Veratis Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • Veratis Advisors's JPMorgan Chase position peaked at $343K in Q4 2025.
  • 5,121 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Veratis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.