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Verus Wealth Management’s JPMorgan Chase JPM Stock Holding History

Verus Wealth 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
Q2 		$351K Hold
1,072
– – 0.29% 46
2026
Q1 		$315K Sell
1,072
-1
-0.1% -$303 0.29% 44
2025
Q4 		$346K Sell
1,073
-200
-16% -$61.9K 0.32% 43
2025
Q3 		$402K Sell
1,273
-2
-0.2% -$595 0.37% 40
2025
Q2 		$370K Hold
1,275
– – 0.37% 41
2025
Q1 		$313K Sell
1,275
-119
-9% -$30.3K 0.34% 41
2024
Q4 		$334K Buy
+1,394
New +$325K 0.37% 41

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Verus Wealth Management's JPM Position: Q2 2026 in Review

Verus Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,072 shares worth $351K. The position accounts for 0.29% of the portfolio, ranked #46.

Verus Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $402K in Q3 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Verus Wealth Management held 1,072 shares of JPMorgan Chase worth $351K as of Q2 2026.
  • Verus Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.29% of Verus Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Verus Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Verus Wealth Management's JPMorgan Chase position peaked at $402K in Q3 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Verus Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.