Vericrest Private Wealth
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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
Q3 		$374K Hold
1,130
– – 0.33% 31
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Vericrest Private Wealth's JPM Position: Q3 2026 in Review

Vericrest Private Wealth held its JPMorgan Chase (JPM) position steady in Q3 2026 at 1,130 shares worth $374K. The position accounts for 0.33% of the portfolio, ranked #31.

Vericrest Private Wealth first reported a position in JPM in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.42M in Q4 2025. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Vericrest Private Wealth held 1,130 shares of JPMorgan Chase worth $374K as of Q3 2026.
  • Vericrest Private Wealth left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.33% of Vericrest Private Wealth's portfolio in Q3 2026, its #31 holding.
  • Vericrest Private Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 7 quarters since.
  • Vericrest Private Wealth's JPMorgan Chase position peaked at $1.42M in Q4 2025.
  • 3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Vericrest Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.