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JPMorgan Chase & Co. shares owned by Verus Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Verus Wealth Management from 13F filings

Historical chart of Verus Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Verus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Verus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $346k 1.1k 322.22
2025-09-30 $402k 1.3k 315.43
2025-06-30 $370k 1.3k 289.91
2025-03-31 $313k 1.3k 245.30

More positions owned by Verus Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust State Street Spd (SPHY)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust State Street Spd (SPIB)

View all positions for Verus Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.