VAM
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Verity Asset Management’s JPMorgan Chase JPM Stock Holding History

Verity Asset 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 		$564K Buy
1,918
+533
+38% +$162K 0.24% 117
2025
Q4 		$446K Buy
1,385
+233
+20% +$72.1K 0.19% 142
2025
Q3 		$363K Sell
1,152
-95
-8% -$28.3K 0.12% 167
2025
Q2 		$362K Sell
1,247
-10
-0.8% -$2.55K 0.17% 136
2025
Q1 		$308K Sell
1,257
-25
-2% -$6.37K 0.13% 145
2024
Q4 		$250K Buy
1,282
+7
+0.5% +$1.63K 0.14% 155
2024
Q3 		$269K Sell
1,275
-130
-9% -$27.4K 0.1% 170
2024
Q2 		$284K Sell
1,405
-4
-0.3% -$782 0.11% 151
2024
Q1 		$282K Buy
1,409
+1
+0.1% +$180 0.16% 150
2023
Q4 		$240K Buy
+1,408
New +$213K 0.15% 155
2023
Q2 		– Sell
-1,778
Closed -$232K – 181
2023
Q1 		$232K Sell
1,778
-35
-2% -$4.8K 0.14% 152
2022
Q4 		$243K Sell
1,813
-164
-8% -$20.8K 0.21% 142
2022
Q3 		$207K Buy
+1,977
New +$227K 0.21% 156
2022
Q1 		$389K Buy
2,844
+1,508
+113% +$223K 0.25% 128
2021
Q4 		$211K Buy
1,336
+39
+3% +$6.41K 0.12% 182
2021
Q3 		$212K Sell
1,297
-265
-17% -$41.5K 0.14% 172
2021
Q2 		$243K Buy
1,562
+69
+5% +$10.8K 0.13% 188
2021
Q1 		$227K Buy
+1,493
New +$215K 0.14% 194
2020
Q2 		– Sell
-17,270
Closed -$1.56M – 138
2020
Q1 		$1.56M Buy
17,270
+13,169
+321% +$1.6M 1.96% 10
2019
Q4 		$572K Sell
4,101
-172
-4% -$22.1K 0.57% 56
2019
Q3 		$499K Buy
4,273
+520
+14% +$58.8K 0.52% 65
2019
Q2 		$420K Buy
+3,753
New +$414K 0.47% 74
2018
Q4 		– Sell
-16,725
Closed -$1.89M – 134
2018
Q3 		$1.89M Buy
+16,725
New +$1.9M 1.86% 12

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

Verity Asset Management's JPM Position: Q1 2026 in Review

Verity Asset Management increased its JPMorgan Chase (JPM) stake by 38% in Q1 2026, buying an estimated $162K and bringing the position to 1,918 shares worth $564K. The position accounts for 0.24% of the portfolio, ranked #117.

Verity Asset Management first reported a position in JPM in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.89M in Q3 2018. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Verity Asset Management held 1,918 shares of JPMorgan Chase worth $564K as of Q1 2026.
  • Verity Asset Management bought 533 JPMorgan Chase shares in Q1 2026, an estimated $162K.
  • JPMorgan Chase made up 0.24% of Verity Asset Management's portfolio in Q1 2026, its #117 holding.
  • Verity Asset Management first reported a position in JPMorgan Chase in Q3 2018 and has held it in 23 quarters since.
  • Verity Asset Management's JPMorgan Chase position peaked at $1.89M in Q3 2018.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.