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 		$2.03M Sell
6,900
-5,600
-45% -$1.7M 0.01% 1017
2025
Q4 		$4.03M Sell
12,500
-36,300
-74% -$11.2M 0.02% 1042
2025
Q3 		$15.4M Buy
48,800
+18,900
+63% +$5.62M 0.06% 295
2025
Q2 		$8.67M Buy
29,900
+13,700
+85% +$3.5M 0.04% 613
2025
Q1 		$3.97M Sell
16,200
-73,300
-82% -$18.7M 0.02% 1018
2024
Q4 		$21.5M Buy
89,500
+22,400
+33% +$5.22M 0.08% 219
2024
Q3 		$14.1M Sell
67,100
-44,800
-40% -$9.44M 0.07% 261
2024
Q2 		$22.6M Buy
111,900
+50,800
+83% +$9.93M 0.12% 115
2024
Q1 		$12.2M Buy
61,100
+19,900
+48% +$3.59M 0.08% 250
2023
Q4 		$7.01M Sell
41,200
-26,700
-39% -$4.05M 0.05% 343
2023
Q3 		$9.85M Buy
67,900
+51,200
+307% +$7.68M 0.11% 219
2023
Q2 		$2.43M Buy
+16,700
New +$2.3M 0.03% 592
2023
Q1 		– Sell
-66,900
Closed -$8.97M – 2362
2022
Q4 		$8.97M Buy
66,900
+19,300
+41% +$2.45M 0.14% 175
2022
Q3 		$4.97M Buy
+47,600
New +$5.46M 0.06% 410
2022
Q2 		– Sell
-32,500
Closed -$4.43M – 2712
2022
Q1 		$4.43M Buy
32,500
+5,800
+22% +$856K 0.05% 446
2021
Q4 		$4.23M Buy
+26,700
New +$4.38M 0.03% 441
2020
Q3 		– Sell
-2,400
Closed -$226K – 1233
2020
Q2 		$226K Buy
+2,400
New +$228K 0.01% 915
2017
Q2 		– Sell
-7,200
Closed -$632K – 1114
2017
Q1 		$632K Buy
+7,200
New +$635K 0.06% 440

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.