Veridan Wealth’s JPMorgan Chase JPM Stock Holding History

Veridan 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 Q1	$299K	Buy	1,016 +91	+10%	+$27.6K	0.11%	70
2025 Q4	$298K	Buy	925 +4	+0.4%	+$1.24K	0.1%	69
2025 Q3	$290K	Buy	+921	New	+$274K	0.1%	67
2025 Q1	$264K	Buy	1,078 +13	+1%	+$3.31K	0.12%	66
2024 Q4	$284K	Buy	+1,065	New	+$248K	0.13%	71
2024 Q2	$321K	Buy	+1,106	New	+$216K	0.13%	67

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Veridan Wealth's JPM Position: Q1 2026 in Review

Veridan Wealth increased its JPMorgan Chase (JPM) stake by 9.8% in Q1 2026, buying an estimated $27.6K and bringing the position to 1,016 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #70.

Veridan Wealth first reported a position in JPM in Q2 2024 and has held it in 6 quarters since. The position peaked at $321K in Q2 2024. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Veridan Wealth held 1,016 shares of JPMorgan Chase worth $299K as of Q1 2026.
Veridan Wealth bought 91 JPMorgan Chase shares in Q1 2026, an estimated $27.6K.
JPMorgan Chase made up 0.11% of Veridan Wealth's portfolio in Q1 2026, its #70 holding.
Veridan Wealth first reported a position in JPMorgan Chase in Q2 2024 and has held it in 6 quarters since.
Veridan Wealth's JPMorgan Chase position peaked at $321K in Q2 2024.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.