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Vericrest Private Wealth’s JPMorgan Chase JPM Stock Holding History

Vericrest Private Wealth’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 		$370K Sell
1,130
-3,277
-74% -$1.02M 0.33% 30
2026
Q1 		$1.3M Hold
4,407
– – 1.16% 22
2025
Q4 		$1.42M Buy
+4,407
New +$1.36M 1.26% 21
2022
Q2 		$477K Hold
4,237
– – 0.59% 30
2022
Q1 		$578K Hold
4,237
– – 0.6% 31
2021
Q4 		$671K Buy
+4,237
New +$696K 0.62% 29

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vericrest Private Wealth's JPM Position: Q2 2026 in Review

Vericrest Private Wealth reduced its JPMorgan Chase (JPM) stake by 74% in Q2 2026, selling an estimated $1.02M and leaving 1,130 shares worth $370K. The position accounts for 0.33% of the portfolio, ranked #30.

Vericrest Private Wealth first reported a position in JPM in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.42M in Q4 2025. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Vericrest Private Wealth held 1,130 shares of JPMorgan Chase worth $370K as of Q2 2026.
  • Vericrest Private Wealth sold 3,277 JPMorgan Chase shares in Q2 2026, an estimated $1.02M.
  • JPMorgan Chase made up 0.33% of Vericrest Private Wealth's portfolio in Q2 2026, its #30 holding.
  • Vericrest Private Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 6 quarters since.
  • Vericrest Private Wealth's JPMorgan Chase position peaked at $1.42M in Q4 2025.
  • 5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.