JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionVerdence Capital Advisors LLC
Latest Disclosed Ownership82,926 shares
Latest Disclosed Value $ 24,393,602
Verdence Capital Advisors LLC reports 2.79% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Verdence Capital Advisors LLC filed a 13F-HR form disclosing ownership of 82,926 shares of JPMorgan Chase & Co. (MX:JPM) valued at $24,393,602 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 85,308 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.79% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 82,926 -2,382 -2.79 24,394 -11.26 1.4181
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 85,308 -2,752 -3.13 27,488 2.63 1.6270
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 88,060 5,486 6.64 26,784 11.88 1.5427
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 82,574 2,389 2.98 23,939 21.71 1.6351
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 80,185 -454 -0.56 19,669 1.76 1.5017
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 80,639 -2,306 -2.78 19,330 10.52 1.5538
2024-11-01 2024-09-30 13F JPMORGAN CHASE COM 46625H100 82,945 -6,996 -7.78 17,490 -3.86 1.3934
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 89,941 205 0.23 18,192 1.21 1.6191
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 89,736 -2,406 -2.61 17,974 14.68 1.6359
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 92,142 -12,047 -11.56 15,673 3.73 1.5163
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 104,189 5,462 5.53 15,110 5.23 1.6400
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 98,727 3,228 3.38 14,359 15.38 1.6670
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 95,499 -1,164 -1.20 12,444 -4.00 1.5042
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 96,663 -3,365 -3.36 12,962 24.00 1.5938
2022-11-15 2022-09-30 13F JPMORGAN CHASE COM 46625H100 100,028 3,421 3.54 10,453 -3.92 1.4415
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 96,607 -2,289 -2.31 10,879 -19.31 1.4073
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 98,896 20,987 26.94 13,482 9.28 1.5273
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 77,909 422 0.54 12,337 -2.74 1.4521
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 77,487 -874 -1.12 12,684 4.07 1.6678
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 78,361 19,117 32.27 12,188 35.14 1.6903
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 59,244 -3,248 -5.20 9,019 13.58 1.5202
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 62,492 1,212 1.98 7,941 34.62 1.5057
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 61,280 983 1.63 5,899 4.00 1.3516
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 60,297 1,342 2.28 5,672 6.86 1.3978
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 58,955 3,047 5.45 5,308 -31.90 1.5884
2020-02-03 2019-12-31 13F JPMORGAN CHASE COM 46625H100 55,908 -424 -0.75 7,794 17.56 1.9077
2020-03-06 2019-09-30 13F JPMORGAN CHASE COM 46625H100 56,332 -4,101 -6.79 6,630 -1.87 1.8631
2020-03-02 2019-06-30 13F JPMORGAN CHASE COM 46625H100 60,433 -10,777 -15.13 6,756 -6.28 1.9410
2020-03-02 2019-03-31 13F JPMORGAN CHASE COM 46625H100 71,210 10,386 17.08 7,209 21.40 1.9524
2020-02-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 60,824 -1,140 -1.84 5,938 -15.07 1.6626
2020-02-25 2018-09-30 13F JPMORGAN CHASE COM 46625H100 61,964 -1,426 -2.25 6,992 5.86 1.7346
2020-02-11 2018-06-30 13F JPMORGAN CHASE COM 46625H100 63,390 9,721 18.11 6,605 11.91 1.6066
2020-01-30 2018-03-31 13F JPMORGAN CHASE COM 46625H100 53,669 24,599 84.62 5,902 89.84 1.4215
2020-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 29,070 29,070 3,109 0.7411
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.