JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionVersant Capital Management, Inc
Latest Disclosed Ownership12,225 shares
Latest Disclosed Value $ 3,596,056
Versant Capital Management, Inc reports 28.75% increase in ownership of JPM / JPMorgan Chase & Co.

On April 6, 2026 - Versant Capital Management, Inc filed a 13F-HR form disclosing ownership of 12,225 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,596,056 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 9,495 shares of JPMorgan Chase & Co.. This represents a change in shares of 28.75% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-06 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,225 2,730 28.75 3,596 17.55 0.3545
2026-01-08 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 9,495 891 10.36 3,060 12.71 0.3838
2025-10-27 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,604 426 5.21 2,714 14.51 0.3693
2025-07-07 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,178 868 11.87 2,371 32.18 0.3599
2025-04-03 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 7,310 3,513 92.52 1,793 97.03 0.3009
2025-01-03 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 3,797 1,028 37.13 910 56.09 0.1962
2024-10-07 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,769 705 34.16 584 39.81 0.1331
2024-07-08 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,064 831 67.40 417 69.51 0.1056
2024-04-03 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,233 -739 -37.47 247 -26.57 0.0705
2024-01-08 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,972 -77 -3.76 335 12.79 0.1000
2023-10-12 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,049 0 0.00 297 -0.34 0.0944
2023-07-10 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,049 -519 -20.21 298 -10.78 0.0953
2023-04-10 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,568 1,157 82.00 335 76.72 0.1125
2023-01-25 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,411 0 0.00 189 28.57 0.0685
2022-12-30 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,411 88 6.65 147 -1.34 0.0576
2022-08-02 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,323 -18 -1.34 149 -18.58 0.0546
2022-04-29 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,341 415 44.82 183 24.49 0.0584
2022-01-06 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 926 2 0.22 147 -2.65 0.0479
2021-10-29 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 924 113 13.93 151 19.84 0.0534
2021-07-22 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 811 -10,207 -92.64 126 -92.49 0.0466
2021-04-27 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,018 -1,000 -8.32 1,677 9.82 0.6113
2021-02-08 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,018 -4 -0.03 1,527 31.98 0.6019
2020-11-02 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,022 -435 -3.49 1,157 -1.20 0.5160
2020-07-16 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,457 -251 -1.98 1,171 2.36 0.5373
2020-04-17 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,708 575 4.74 1,144 -32.35 0.6024
2020-01-28 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,133 -221 -1.79 1,691 16.38 0.8525
2019-10-18 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,354 -26 -0.21 1,453 4.99 0.6817
2019-07-16 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,380 -325 -2.56 1,384 7.62 0.6312
2019-04-23 2019-03-31 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 12,705 7 0.06 1,286 3.79 0.5484
2019-04-23 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,286 1,286
2019-01-28 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,698 -33 -0.26 1,239 -13.72 0.5709
2018-10-12 2018-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,731 -432 -3.28 1,436 4.74 0.5873
2018-07-06 2018-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,163 -80 -0.60 1,371 -5.84 0.5779
2018-04-19 2018-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,243 -176 -1.31 1,456 1.46 0.6013
2018-04-18 2017-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,419 9,496 242.06 1,435 283.69 0.5808
2018-04-23 2017-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,923 -102 -2.53 374 1.91 0.2041
2018-04-23 2017-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,025 310 8.34 367 12.58 0.2022
2018-04-23 2017-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,715 104 2.88 326 4.82 0.1803
2018-04-23 2016-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,611 851 30.83 311 69.95 0.1775
2018-04-23 2016-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,760 -187 -6.35 183 0.00 0.1042
2018-04-23 2016-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,947 -18 -0.61 183 4.57 0.1081
2018-04-23 2016-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,965 -134 -4.32 175 -14.22 0.1059
2018-04-23 2015-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,099 3,099 204 0.1277
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.