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Verus Capital Partners’s JPMorgan Chase JPM Stock Holding History

Verus Capital 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
Q1 		$4.54M Sell
15,448
-395
-2% -$120K 0.31% 63
2025
Q4 		$5.1M Buy
15,843
+208
+1% +$64.4K 0.34% 52
2025
Q3 		$4.93M Buy
15,635
+1,151
+8% +$342K 0.38% 43
2025
Q2 		$4.2M Buy
14,484
+673
+5% +$172K 0.37% 44
2025
Q1 		$3.39M Buy
13,811
+453
+3% +$115K 0.34% 45
2024
Q4 		$3.2M Sell
13,358
-653
-5% -$152K 0.31% 48
2024
Q3 		$2.95M Buy
14,011
+3
+0% +$632 0.29% 50
2024
Q2 		$2.83M Buy
14,008
+429
+3% +$83.9K 0.29% 51
2024
Q1 		$2.72M Buy
13,579
+213
+2% +$38.4K 0.3% 49
2023
Q4 		$2.27M Sell
13,366
-70
-0.5% -$10.6K 0.28% 56
2023
Q3 		$1.95M Sell
13,436
-417
-3% -$62.5K 0.27% 61
2023
Q2 		$2.01M Buy
13,853
+500
+4% +$68.8K 0.29% 57
2023
Q1 		$1.74M Buy
13,353
+352
+3% +$48.2K 0.27% 63
2022
Q4 		$1.74M Buy
13,001
+19
+0.1% +$2.41K 0.33% 52
2022
Q3 		$1.36M Sell
12,982
-2,576
-17% -$296K 0.26% 61
2022
Q2 		$1.86M Sell
15,558
-1,713
-10% -$212K 0.37% 43
2022
Q1 		$2.2M Buy
+17,271
New +$2.55M 0.34% 49
2020
Q1 		$947K Buy
10,521
+2,515
+31% +$306K 0.3% 54
2019
Q4 		$1.12M Buy
+8,006
New +$1.03M 0.37% 49

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

Verus Capital Partners's JPM Position: Q1 2026 in Review

Verus Capital Partners reduced its JPMorgan Chase (JPM) stake by 2.5% in Q1 2026, selling an estimated $120K and leaving 15,448 shares worth $4.54M. The position accounts for 0.31% of the portfolio, ranked #63.

Verus Capital Partners first reported a position in JPM in Q4 2019 and has held it in 19 quarters since. The position peaked at $5.1M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Verus Capital Partners held 15,448 shares of JPMorgan Chase worth $4.54M as of Q1 2026.
  • Verus Capital Partners sold 395 JPMorgan Chase shares in Q1 2026, an estimated $120K.
  • JPMorgan Chase made up 0.31% of Verus Capital Partners's portfolio in Q1 2026, its #63 holding.
  • Verus Capital Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 19 quarters since.
  • Verus Capital Partners's JPMorgan Chase position peaked at $5.1M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.