Verum Partners’s JPMorgan Chase JPM Stock Holding History

Verum Partners’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	$2.79M	Buy	8,511 +1,852	+28%	+$575K	0.42%	40
2026 Q1	$1.96M	Buy	6,659 +711	+12%	+$216K	0.37%	46
2025 Q4	$1.92M	Sell	5,948 -14	-0.2%	-$4.33K	0.39%	45
2025 Q3	$1.88M	Sell	5,962 -468	-7%	-$139K	0.4%	45
2025 Q2	$1.86M	Buy	6,430 +68	+1%	+$17.4K	0.43%	44
2025 Q1	$1.56M	Hold	6,362	–	–	0.42%	45
2024 Q4	$1.53M	Buy	6,362 +51	+0.8%	+$11.9K	0.44%	47
2024 Q3	$1.33M	Sell	6,311 -4	-0.1%	-$843	0.39%	49
2024 Q2	$1.28M	Buy	6,315 +120	+2%	+$23.5K	0.41%	47
2024 Q1	$1.24M	Buy	6,195 +243	+4%	+$43.8K	0.44%	47
2023 Q4	$1.01M	Buy	5,952 +335	+6%	+$50.8K	0.4%	52
2023 Q3	$815K	Buy	5,617 +1,577	+39%	+$236K	0.36%	57
2023 Q2	$588K	Buy	+4,040	New	+$556K	0.53%	42

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Verum Partners's JPM Position: Q2 2026 in Review

Verum Partners increased its JPMorgan Chase (JPM) stake by 28% in Q2 2026, buying an estimated $575K and bringing the position to 8,511 shares worth $2.79M. The position accounts for 0.42% of the portfolio, ranked #40.

Verum Partners first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Verum Partners held 8,511 shares of JPMorgan Chase worth $2.79M as of Q2 2026.
Verum Partners bought 1,852 JPMorgan Chase shares in Q2 2026, an estimated $575K.
JPMorgan Chase made up 0.42% of Verum Partners's portfolio in Q2 2026, its #40 holding.
Verum Partners first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.