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Versant Capital Management’s JPMorgan Chase JPM Stock Holding History

Versant Capital 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 		$3.5M Sell
10,685
-1,540
-13% -$478K 0.31% 52
2026
Q1 		$3.6M Buy
12,225
+2,730
+29% +$829K 0.35% 41
2025
Q4 		$3.06M Buy
9,495
+891
+10% +$276K 0.38% 37
2025
Q3 		$2.71M Buy
8,604
+426
+5% +$127K 0.37% 41
2025
Q2 		$2.37M Buy
8,178
+868
+12% +$222K 0.36% 42
2025
Q1 		$1.79M Buy
7,310
+3,513
+93% +$896K 0.3% 47
2024
Q4 		$910K Buy
3,797
+1,028
+37% +$239K 0.2% 64
2024
Q3 		$584K Buy
2,769
+705
+34% +$148K 0.13% 82
2024
Q2 		$417K Buy
2,064
+831
+67% +$162K 0.11% 84
2024
Q1 		$247K Sell
1,233
-739
-37% -$133K 0.07% 113
2023
Q4 		$335K Sell
1,972
-77
-4% -$11.7K 0.1% 90
2023
Q3 		$297K Hold
2,049
– – 0.09% 94
2023
Q2 		$298K Sell
2,049
-519
-20% -$71.4K 0.1% 95
2023
Q1 		$335K Buy
2,568
+1,157
+82% +$159K 0.11% 87
2022
Q4 		$189K Hold
1,411
– – 0.07% 103
2022
Q3 		$147K Buy
1,411
+88
+7% +$10.1K 0.06% 120
2022
Q2 		$149K Sell
1,323
-18
-1% -$2.23K 0.05% 122
2022
Q1 		$183K Buy
1,341
+415
+45% +$61.3K 0.06% 117
2021
Q4 		$147K Buy
926
+2
+0.2% +$328 0.05% 124
2021
Q3 		$151K Buy
924
+113
+14% +$17.7K 0.05% 119
2021
Q2 		$126K Sell
811
-10,207
-93% -$1.6M 0.05% 128
2021
Q1 		$1.68M Sell
11,018
-1,000
-8% -$144K 0.61% 29
2020
Q4 		$1.53M Sell
12,018
-4
-0% -$447 0.6% 28
2020
Q3 		$1.16M Sell
12,022
-435
-3% -$42.7K 0.52% 28
2020
Q2 		$1.17M Sell
12,457
-251
-2% -$23.8K 0.54% 28
2020
Q1 		$1.14M Buy
12,708
+575
+5% +$69.9K 0.6% 29
2019
Q4 		$1.69M Sell
12,133
-221
-2% -$28.3K 0.85% 27
2019
Q3 		$1.45M Sell
12,354
-26
-0.2% -$2.94K 0.68% 28
2019
Q2 		$1.38M Sell
12,380
-325
-3% -$35.8K 0.63% 30
2019
Q1 		$1.29M Buy
12,705
+7
+0.1% +$721 0.55% 29
2018
Q4 		$1.24M Sell
12,698
-33
-0.3% -$3.52K 0.57% 27
2018
Q3 		$1.44M Sell
12,731
-432
-3% -$49K 0.59% 26
2018
Q2 		$1.37M Sell
13,163
-80
-0.6% -$8.78K 0.58% 27
2018
Q1 		$1.46M Sell
13,243
-176
-1% -$19.9K 0.6% 28
2017
Q4 		$1.44M Buy
13,419
+9,496
+242% +$961K 0.58% 30
2017
Q3 		$374K Sell
3,923
-102
-3% -$9.41K 0.2% 52
2017
Q2 		$367K Buy
4,025
+310
+8% +$26.7K 0.2% 52
2017
Q1 		$326K Buy
3,715
+104
+3% +$9.18K 0.18% 51
2016
Q4 		$311K Buy
3,611
+851
+31% +$64.9K 0.18% 52
2016
Q3 		$183K Sell
2,760
-187
-6% -$12.2K 0.1% 82
2016
Q2 		$183K Sell
2,947
-18
-0.6% -$1.12K 0.11% 76
2016
Q1 		$175K Sell
2,965
-134
-4% -$7.83K 0.11% 78
2015
Q4 		$204K Buy
+3,099
New +$202K 0.13% 65

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Versant Capital Management's JPM Position: Q2 2026 in Review

Versant Capital Management reduced its JPMorgan Chase (JPM) stake by 13% in Q2 2026, selling an estimated $478K and leaving 10,685 shares worth $3.5M. The position accounts for 0.31% of the portfolio, ranked #52.

Versant Capital Management first reported a position in JPM in Q4 2015 and has held it in 43 quarters since. The position peaked at $3.6M in Q1 2026. 1,041 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Versant Capital Management held 10,685 shares of JPMorgan Chase worth $3.5M as of Q2 2026.
  • Versant Capital Management sold 1,540 JPMorgan Chase shares in Q2 2026, an estimated $478K.
  • JPMorgan Chase made up 0.31% of Versant Capital Management's portfolio in Q2 2026, its #52 holding.
  • Versant Capital Management first reported a position in JPMorgan Chase in Q4 2015 and has held it in 43 quarters since.
  • Versant Capital Management's JPMorgan Chase position peaked at $3.6M in Q1 2026.
  • 1,041 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.