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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
Q2 		$351K Buy
1,072
+56
+6% +$17.4K 0.12% 69
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
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 $3.38T AUM 44.17% 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

Veridan Wealth's JPM Position: Q2 2026 in Review

Veridan Wealth increased its JPMorgan Chase (JPM) stake by 5.5% in Q2 2026, buying an estimated $17.4K and bringing the position to 1,072 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #69.

Veridan Wealth first reported a position in JPM in Q2 2024 and has held it in 7 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Veridan Wealth held 1,072 shares of JPMorgan Chase worth $351K as of Q2 2026.
  • Veridan Wealth bought 56 JPMorgan Chase shares in Q2 2026, an estimated $17.4K.
  • JPMorgan Chase made up 0.12% of Veridan Wealth's portfolio in Q2 2026, its #69 holding.
  • Veridan Wealth first reported a position in JPMorgan Chase in Q2 2024 and has held it in 7 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.