Verition Fund Management’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
Q1
$31.3M Buy
106,536
+13,494
+15% +$4.1M 0.2% 83
2025
Q4
$30M Buy
93,042
+7,520
+9% +$2.33M 0.12% 119
2025
Q3
$27M Buy
85,522
+52,213
+157% +$15.5M 0.11% 125
2025
Q2
$9.66M Sell
33,309
-631
-2% -$161K 0.04% 540
2025
Q1
$8.33M Sell
33,940
-7,129
-17% -$1.82M 0.04% 541
2024
Q4
$9.84M Buy
41,069
+32,234
+365% +$7.51M 0.04% 531
2024
Q3
$1.86M Sell
8,835
-5,182
-37% -$1.09M 0.01% 1465
2024
Q2
$2.84M Sell
14,017
-8,668
-38% -$1.69M 0.02% 1070
2024
Q1
$4.54M Sell
22,685
-373
-2% -$67.3K 0.03% 739
2023
Q4
$3.92M Sell
23,058
-6,791
-23% -$1.03M 0.03% 535
2023
Q3
$4.33M Sell
29,849
-30,049
-50% -$4.5M 0.05% 498
2023
Q2
$8.71M Sell
59,898
-26,122
-30% -$3.59M 0.12% 239
2023
Q1
$11.2M Buy
86,020
+56,601
+192% +$7.76M 0.16% 174
2022
Q4
$3.95M Sell
29,419
-61,589
-68% -$7.8M 0.06% 399
2022
Q3
$9.51M Buy
91,008
+67,563
+288% +$7.75M 0.11% 227
2022
Q2
$2.64M Sell
23,445
-6,443
-22% -$798K 0.05% 520
2022
Q1
$4.08M Buy
29,888
+17,396
+139% +$2.57M 0.05% 495
2021
Q4
$1.98M Buy
12,492
+9,725
+351% +$1.6M 0.01% 896
2021
Q3
$453K Sell
2,767
-5,776
-68% -$906K ﹤0.01% 1267
2021
Q2
$1.33M Buy
8,543
+3,934
+85% +$618K 0.01% 684
2021
Q1
$702K Buy
+4,609
New +$663K 0.01% 718
2020
Q4
Sell
-62,934
Closed -$6.06M 1252
2020
Q3
$6.06M Sell
62,934
-59,221
-48% -$5.82M 0.12% 110
2020
Q2
$11.5M Buy
+122,155
New +$11.6M 0.38% 52
2020
Q1
Sell
-8,367
Closed -$1.17M 836
2019
Q4
$1.17M Sell
8,367
-2,769
-25% -$355K 0.02% 405
2019
Q3
$1.31M Sell
11,136
-24,882
-69% -$2.81M 0.04% 342
2019
Q2
$4.03M Buy
36,018
+7,979
+28% +$880K 0.11% 130
2019
Q1
$2.84M Sell
28,039
-67,710
-71% -$6.98M 0.11% 131
2018
Q4
$9.35M Sell
95,749
-42,456
-31% -$4.52M 0.67% 25
2018
Q3
$15.6M Buy
138,205
+48,955
+55% +$5.56M 0.56% 18
2018
Q2
$9.3M Buy
89,250
+64,646
+263% +$7.09M 0.57% 20
2018
Q1
$2.71M Buy
24,604
+11,923
+94% +$1.35M 0.2% 95
2017
Q4
$1.36M Sell
12,681
-4,678
-27% -$474K 0.13% 167
2017
Q3
$1.66M Buy
17,359
+13,406
+339% +$1.24M 0.13% 149
2017
Q2
$361K Sell
3,953
-18,713
-83% -$1.61M 0.04% 597
2017
Q1
$1.99M Buy
+22,666
New +$2M 0.19% 95
2016
Q4
Sell
-19,622
Closed -$1.31M 1284
2016
Q3
$1.31M Buy
+19,622
New +$1.28M 0.14% 155
2016
Q1
Sell
-4,233
Closed -$280K 759
2015
Q4
$280K Buy
+4,233
New +$276K 0.05% 315
2015
Q2
Sell
-5,654
Closed -$343K 670
2015
Q1
$343K Buy
5,654
+158
+3% +$9.36K 0.04% 167
2014
Q4
$344K Sell
5,496
-13,786
-71% -$830K 0.08% 120
2014
Q3
$1.16M Buy
19,282
+11,921
+162% +$697K 0.16% 99
2014
Q2
$424K Buy
+7,361
New +$414K 0.05% 303
2014
Q1
Sell
-16,832
Closed -$984K 569
2013
Q4
$984K Sell
16,832
-16,197
-49% -$887K 0.17% 91
2013
Q3
$1.71M Buy
33,029
+5,884
+22% +$316K 0.26% 73
2013
Q2
$1.43M Buy
+27,145
New +$1.38M 0.26% 66

Other funds holding JPM

Verition Fund Management's JPM Position: Q1 2026 in Review

Verition Fund Management increased its JPMorgan Chase (JPM) stake by 15% in Q1 2026, buying an estimated $4.1M and bringing the position to 106,536 shares worth $31.3M. The position accounts for 0.2% of the portfolio, ranked #83.

Verition Fund Management first reported a position in JPM in Q2 2013 and has held it in 44 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Verition Fund Management held 106,536 shares of JPMorgan Chase worth $31.3M as of Q1 2026.
  • Verition Fund Management bought 13,494 JPMorgan Chase shares in Q1 2026, an estimated $4.1M.
  • JPMorgan Chase made up 0.2% of Verition Fund Management's portfolio in Q1 2026, its #83 holding.
  • Verition Fund Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 44 quarters since.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.