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
Q2 		$4.88M Buy
14,900
+8,000
+116% +$2.48M 0.02% 671
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 $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 $3.37T AUM 44.26% 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

Verition Fund Management's JPM Position: Q2 2026 in Review

Verition Fund Management increased its JPMorgan Chase (JPM) stake by 25% in Q2 2026, buying an estimated $8.2M and bringing the position to 132,952 shares worth $43.5M. The position accounts for 0.22% of the portfolio, ranked #70.

Verition Fund Management first reported a position in JPM in Q2 2013 and has held it in 45 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Verition Fund Management held 132,952 shares of JPMorgan Chase worth $43.5M as of Q2 2026.
  • Verition Fund Management bought 26,416 JPMorgan Chase shares in Q2 2026, an estimated $8.2M.
  • JPMorgan Chase made up 0.22% of Verition Fund Management's portfolio in Q2 2026, its #70 holding.
  • Verition Fund Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 45 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Verition Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.