Verdence Capital 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 | $28.7M | Buy |
87,633
+4,707
| +6% | +$1.46M | 1.51% | 10 |
|
|
2026
Q1 | $24.4M | Sell |
82,926
-2,382
| -3% | -$723K | 1.42% | 11 |
|
|
2025
Q4 | $27.5M | Sell |
85,308
-2,752
| -3% | -$852K | 1.63% | 8 |
|
|
2025
Q3 | $26.8M | Buy |
88,060
+5,486
| +7% | +$1.63M | 1.54% | 8 |
|
|
2025
Q2 | $23.9M | Buy |
82,574
+2,389
| +3% | +$610K | 1.64% | 7 |
|
|
2025
Q1 | $19.7M | Sell |
80,185
-454
| -0.6% | -$116K | 1.5% | 8 |
|
|
2024
Q4 | $19.3M | Sell |
80,639
-2,306
| -3% | -$537K | 1.55% | 7 |
|
|
2024
Q3 | $17.5M | Sell |
82,945
-6,996
| -8% | -$1.47M | 1.39% | 7 |
|
|
2024
Q2 | $18.2M | Buy |
89,941
+205
| +0.2% | +$40.1K | 1.62% | 5 |
|
|
2024
Q1 | $18M | Sell |
89,736
-2,406
| -3% | -$434K | 1.64% | 4 |
|
|
2023
Q4 | $15.7M | Sell |
92,142
-12,047
| -12% | -$1.83M | 1.52% | 5 |
|
|
2023
Q3 | $15.1M | Buy |
104,189
+5,462
| +6% | +$819K | 1.64% | 4 |
|
|
2023
Q2 | $14.4M | Buy |
98,727
+3,228
| +3% | +$444K | 1.67% | 4 |
|
|
2023
Q1 | $12.4M | Sell |
95,499
-1,164
| -1% | -$159K | 1.5% | 4 |
|
|
2022
Q4 | $13M | Sell |
96,663
-3,365
| -3% | -$426K | 1.59% | 7 |
|
|
2022
Q3 | $10.5M | Buy |
100,028
+3,421
| +4% | +$393K | 1.44% | 6 |
|
|
2022
Q2 | $10.9M | Sell |
96,607
-2,289
| -2% | -$284K | 1.41% | 6 |
|
|
2022
Q1 | $13.5M | Buy |
98,896
+20,987
| +27% | +$3.1M | 1.53% | 6 |
|
|
2021
Q4 | $12.3M | Buy |
77,909
+422
| +0.5% | +$69.3K | 1.45% | 7 |
|
|
2021
Q3 | $12.7M | Sell |
77,487
-874
| -1% | -$137K | 1.67% | 6 |
|
|
2021
Q2 | $12.2M | Buy |
78,361
+19,117
| +32% | +$3M | 1.69% | 6 |
|
|
2021
Q1 | $9.02M | Sell |
59,244
-3,248
| -5% | -$467K | 1.52% | 7 |
|
|
2020
Q4 | $7.94M | Buy |
62,492
+1,212
| +2% | +$135K | 1.51% | 8 |
|
|
2020
Q3 | $5.9M | Buy |
61,280
+983
| +2% | +$96.5K | 1.35% | 11 |
|
|
2020
Q2 | $5.67M | Buy |
60,297
+1,342
| +2% | +$127K | 1.4% | 11 |
|
|
2020
Q1 | $5.31M | Buy |
58,955
+3,047
| +5% | +$370K | 1.59% | 11 |
|
|
2019
Q4 | $7.79M | Sell |
55,908
-424
| -0.8% | -$54.4K | 1.91% | 5 |
|
|
2019
Q3 | $6.63M | Sell |
56,332
-4,101
| -7% | -$464K | 1.86% | 5 |
|
|
2019
Q2 | $6.76M | Sell |
60,433
-10,777
| -15% | -$1.19M | 1.94% | 5 |
|
|
2019
Q1 | $7.21M | Buy |
71,210
+10,386
| +17% | +$1.07M | 1.95% | 8 |
|
|
2018
Q4 | $5.94M | Sell |
60,824
-1,140
| -2% | -$121K | 1.66% | 13 |
|
|
2018
Q3 | $6.99M | Sell |
61,964
-1,426
| -2% | -$162K | 1.73% | 14 |
|
|
2018
Q2 | $6.61M | Buy |
63,390
+9,721
| +18% | +$1.07M | 1.61% | 15 |
|
|
2018
Q1 | $5.9M | Buy |
53,669
+24,599
| +85% | +$2.79M | 1.42% | 18 |
|
|
2017
Q4 | $3.11M | Buy |
+29,070
| New | +$2.94M | 0.74% | 39 |
|
Other funds holding JPM
RG
TWC
Verdence Capital Advisors's JPM Position: Q2 2026 in Review
Verdence Capital Advisors increased its JPMorgan Chase (JPM) stake by 5.7% in Q2 2026, buying an estimated $1.46M and bringing the position to 87,633 shares worth $28.7M. The position accounts for 1.51% of the portfolio, ranked #10.
Verdence Capital Advisors first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Verdence Capital Advisors held 87,633 shares of JPMorgan Chase worth $28.7M as of Q2 2026.
- Verdence Capital Advisors bought 4,707 JPMorgan Chase shares in Q2 2026, an estimated $1.46M.
- JPMorgan Chase made up 1.51% of Verdence Capital Advisors's portfolio in Q2 2026, its #10 holding.
- Verdence Capital Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.