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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
Q2 		$4.97M Sell
15,179
-269
-2% -$83.5K 0.27% 62
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 $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

Verus Capital Partners's JPM Position: Q2 2026 in Review

Verus Capital Partners reduced its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, selling an estimated $83.5K and leaving 15,179 shares worth $4.97M. The position accounts for 0.27% of the portfolio, ranked #62.

Verus Capital Partners first reported a position in JPM in Q4 2019 and has held it in 20 quarters since. The position peaked at $5.1M in Q4 2025. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Verus Capital Partners held 15,179 shares of JPMorgan Chase worth $4.97M as of Q2 2026.
  • Verus Capital Partners sold 269 JPMorgan Chase shares in Q2 2026, an estimated $83.5K.
  • JPMorgan Chase made up 0.27% of Verus Capital Partners's portfolio in Q2 2026, its #62 holding.
  • Verus Capital Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 20 quarters since.
  • Verus Capital Partners's JPMorgan Chase position peaked at $5.1M in Q4 2025.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.