SEC 13F Intelligence

Verity & Verity, LLC / JPM

Verity & Verity, LLC’s Jpmorgan Chase & Co Position

Does Verity & Verity, LLC own Jpmorgan Chase & Co (JPM)? Yes125.1K shares worth $37M (+2.74% of its 13F portfolio) as of Q1 2026, up from 125.0K shares the prior filed quarter.

Position Value
$37M
Q1 2026
Shares
125.1K
% of Portfolio
+2.74%
Quarters Held
29
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $11MQ2 ’19: $12MQ3 ’19: $13MQ4 ’19: $16MQ4 ’19Q1 ’20: $9MQ2 ’20: $11MQ3 ’20: $12MQ4 ’20: $17MQ4 ’20Q2 ’21: $19MQ3 ’21: $22MQ4 ’21: $20MQ1 ’22: $18MQ1 ’22Q2 ’22: $18MQ3 ’22: $17MQ4 ’22: $23MQ1 ’23: $23MQ1 ’23Q2 ’23: $26MQ3 ’23: $21MQ4 ’23: $24MQ1 ’24: $23MQ1 ’24Q2 ’24: $23MQ3 ’24: $92MQ4 ’24: $30MQ1 ’25: $31MQ1 ’25Q2 ’25: $36MQ3 ’25: $39MQ4 ’25: $40MQ1 ’26: $37MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026125.1K$37M+2.74%
Q4 2025125.0K$40M+3.13%
Q3 2025124.0K$39M+3.13%
Q2 2025124.0K$36M+3.09%
Q1 2025126.1K$31M+2.72%
Q4 2024125.6K$30M+2.75%
Q3 2024520.3K$92M+2.64%
Q2 2024112.9K$23M+2.54%
Q1 2024174.6K$23M+1.38%
Q4 2023144.0K$24M+2.86%
Q3 2023143.0K$21M+2.66%
Q2 2023180.5K$26M+3.28%
Q1 2023174.6K$23M+2.96%
Q4 2022172.5K$23M+3.02%
Q3 2022161.8K$17M+2.72%
Q2 2022157.1K$18M+2.71%
Q1 2022135.6K$18M+2.56%
Q4 2021127.3K$20M+2.88%
Q3 2021127.4K$22M+3.25%
Q2 2021127.6K$19M+3.05%
Q4 2020124.5K$17M+3.25%
Q3 2020116.8K$12M+2.54%
Q2 2020112.6K$11M+2.62%
Q1 2020105.4K$9M+2.67%
Q4 2019117.6K$16M+3.18%
Q3 2019111.7K$13M+2.66%
Q2 2019107.9K$12M+2.62%
Q1 2019106.4K$11M+2.47%
Q4 2018102.6K$10M+2.68%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Verity & Verity, LLC’s full portfolio or all institutional holders of JPM.