SEC 13F Intelligence

Vericrest Private Wealth / JPM

Vericrest Private Wealth’s Jpmorgan Chase & Co Position

Does Vericrest Private Wealth own Jpmorgan Chase & Co (JPM)? Yes — 4.4K shares worth $1M (+1.16% of its 13F portfolio) as of Q1 2026, up from 4.2K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
4.4K
% of Portfolio
+1.16%
Quarters Held
4
currently held

Position History JPM

Reported value by quarter
Q4 ’21: $671,000Q4 ’21Q1 ’22: $578,000Q1 ’22Q2 ’22: $477,000Q2 ’22Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.4K$1M+1.16%
Q2 20224.2K$477,000+0.59%
Q1 20224.2K$578,000+0.60%
Q4 20214.2K$671,000+0.62%

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