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Verus Financial Partners’s JPMorgan Chase JPM Stock Holding History

Verus Financial 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 		$979K Sell
2,992
-39
-1% -$12.1K 0.08% 50
2026
Q1 		$940K Buy
3,031
+112
+4% +$34K 0.08% 50
2025
Q4 		$879K Buy
2,919
+103
+4% +$31.9K 0.08% 50
2025
Q3 		$888K Sell
2,816
-238
-8% -$70.8K 0.09% 50
2025
Q2 		$865K Buy
3,054
+854
+39% +$218K 0.09% 48
2025
Q1 		$513K Buy
2,200
+291
+15% +$74.2K 0.06% 52
2024
Q4 		$458K Buy
1,909
+2
+0.1% +$466 0.05% 58
2024
Q3 		$395K Sell
1,907
-144
-7% -$30.3K 0.04% 64
2024
Q2 		$415K Buy
2,051
+2
+0.1% +$391 0.05% 61
2024
Q1 		$411K Buy
2,049
+1
+0% +$180 0.05% 64
2023
Q4 		$353K Sell
2,048
-21
-1% -$3.18K 0.04% 70
2023
Q3 		$306K Buy
2,069
+1
+0% +$150 0.04% 75
2023
Q2 		$324K Sell
2,068
-235
-10% -$32.3K 0.04% 72
2023
Q1 		$309K Buy
2,303
+85
+4% +$11.6K 0.04% 70
2022
Q4 		$310K Sell
2,218
-648
-23% -$82.1K 0.04% 72
2022
Q3 		$341K Buy
2,866
+280
+11% +$32.1K 0.05% 69
2022
Q2 		$298K Sell
2,586
-604
-19% -$74.8K 0.04% 72
2022
Q1 		$420K Sell
3,190
-13
-0.4% -$1.92K 0.06% 60
2021
Q4 		$507K Sell
3,203
-241
-7% -$39.6K 0.07% 52
2021
Q3 		$574K Buy
3,444
+248
+8% +$38.9K 0.09% 46
2021
Q2 		$479K Buy
3,196
+520
+19% +$81.7K 0.07% 51
2021
Q1 		$415K Sell
2,676
-67
-2% -$9.64K 0.07% 56
2020
Q4 		$349K Sell
2,743
-18,763
-87% -$2.1M 0.06% 62
2020
Q3 		$2.07M Buy
+21,506
New +$2.11M 0.76% 22
2020
Q1 		– Sell
-1,792
Closed -$250K – 71
2019
Q4 		$250K Buy
+1,792
New +$230K 0.08% 63

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 Financial Partners's JPM Position: Q2 2026 in Review

Verus Financial Partners reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $12.1K and leaving 2,992 shares worth $979K. The position accounts for 0.08% of the portfolio, ranked #50.

Verus Financial Partners first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.07M in Q3 2020. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Verus Financial Partners held 2,992 shares of JPMorgan Chase worth $979K as of Q2 2026.
  • Verus Financial Partners sold 39 JPMorgan Chase shares in Q2 2026, an estimated $12.1K.
  • JPMorgan Chase made up 0.08% of Verus Financial Partners's portfolio in Q2 2026, its #50 holding.
  • Verus Financial Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
  • Verus Financial Partners's JPMorgan Chase position peaked at $2.07M in Q3 2020.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.