Verition Fund Management
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Verition Fund Management’s JPMorgan Chase JPM Stock Holding History

Verition Fund Management’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 		$2.27M Sell
7,700
-500
-6% -$152K 0.01% 952
2025
Q4 		$2.64M Sell
8,200
-9,200
-53% -$2.85M 0.01% 1364
2025
Q3 		$5.49M Sell
17,400
-6,100
-26% -$1.81M 0.02% 1061
2025
Q2 		$6.81M Buy
23,500
+10,100
+75% +$2.58M 0.03% 804
2025
Q1 		$3.29M Sell
13,400
-22,700
-63% -$5.79M 0.02% 1205
2024
Q4 		$8.65M Buy
36,100
+12,900
+56% +$3M 0.03% 595
2024
Q3 		$4.89M Sell
23,200
-15,400
-40% -$3.24M 0.02% 864
2024
Q2 		$7.81M Buy
38,600
+15,400
+66% +$3.01M 0.04% 476
2024
Q1 		$4.65M Buy
23,200
+10,900
+89% +$1.97M 0.03% 726
2023
Q4 		$2.09M Buy
12,300
+6,600
+116% +$1M 0.02% 813
2023
Q3 		$827K Buy
5,700
+3,600
+171% +$540K 0.01% 1184
2023
Q2 		$305K Buy
+2,100
New +$289K ﹤0.01% 1545
2022
Q4 		– Sell
-2,500
Closed -$261K – 2442
2022
Q3 		$261K Buy
+2,500
New +$287K ﹤0.01% 2324
2022
Q2 		– Sell
-6,000
Closed -$818K – 2711
2022
Q1 		$818K Sell
6,000
-1,000
-14% -$148K 0.01% 1607
2021
Q4 		$1.11M Buy
+7,000
New +$1.15M 0.01% 1234
2020
Q4 		– Sell
-15,000
Closed -$1.44M – 1251
2020
Q3 		$1.44M Sell
15,000
-13,600
-48% -$1.34M 0.03% 303
2020
Q2 		$2.69M Buy
+28,600
New +$2.71M 0.09% 176
2017
Q2 		– Sell
-6,400
Closed -$562K – 1113
2017
Q1 		$562K Buy
+6,400
New +$565K 0.05% 501

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.