JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNavellier & Associates Inc
Latest Disclosed Ownership8,240 shares
Latest Disclosed Value $ 2,423,878
Navellier & Associates Inc reports 2.33% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Navellier & Associates Inc filed a 13F-HR form disclosing ownership of 8,240 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,423,878 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 8,437 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.33% 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)
2026-05-07 2026-03-31 13F JPMorgan Chase COM 46625H100 8,240 -197 -2.33 2,424 -10.85 0.2526
2026-02-03 2025-12-31 13F JPMorgan Chase com 46625H100 8,437 -1,103 -11.56 2,719 -9.67 0.3046
2025-11-06 2025-09-30 13F JPMorgan Chase COM 46625H100 9,540 1,000 11.71 3,009 21.58 0.3052
2025-08-07 2025-06-30 13F JPMorgan Chase COM 46625H100 8,540 0 0.00 2,476 14.80 0.3067
2025-05-06 2025-03-31 13F JPMorgan Chase COM 46625H100 8,540 -1,000 -10.48 2,157 -5.69 0.2979
2025-02-03 2024-12-31 13F JPMorgan Chase COM 46625H100 9,540 900 10.42 2,287 25.54 0.2742
2024-11-12 2024-09-30 13F JPMorgan Chase COM 46625H100 8,640 -1,000 -10.37 1,822 -6.57 0.2470
2024-08-08 2024-06-30 13F JPMorgan Chase COM 46625H100 9,640 -100 -1.03 1,950 -0.05 0.2289
2024-05-14 2024-03-31 13F JPMorgan Chase COM 46625H100 9,740 0 0.00 1,951 17.75 0.2404
2024-02-08 2023-12-31 13F JPMorgan Chase COM 46625H100 9,740 980 11.19 1,657 30.39 0.2482
2023-11-09 2023-09-30 13F JPMorgan Chase COM 46625H100 8,760 7,060 415.29 1,270 414.17 0.2176
2023-08-07 2023-06-30 13F JPMorgan Chase COM 46625H100 1,700 1,700 247 0.0482
2023-05-12 2023-03-31 13F Jpmorgan Chase COM 46625H100 0 -1,600 -100.00 0 -100.00
2023-02-02 2022-12-31 13F Jpmorgan Chase COM 46625H100 1,600 1,600 215 0.0437
2022-08-12 2022-06-30 13F Jpmorgan Chase COM 46625H100 0 -1,700 -100.00 0 -100.00
2022-04-29 2022-03-31 13F Jpmorgan Chase COM 46625H100 1,700 -100 -5.56 232 -18.60 0.0394
2022-02-14 2021-12-31 13F Jpmorgan Chase COM 46625H100 1,800 -100 -5.26 285 -8.36 0.0415
2021-10-28 2021-09-30 13F Jpmorgan Chase COM 46625H100 1,900 0 0.00 311 5.07 0.0469
2021-08-09 2021-06-30 13F Jpmorgan Chase COM 46625H100 1,900 50 2.70 296 4.96 0.0446
2021-05-12 2021-03-31 13F Jpmorgan Chase COM 46625H100 1,850 -90 -4.64 282 14.17 0.0507
2021-02-05 2020-12-31 13F Jpmorgan Chase COM 46625H100 1,940 1,940 247 0.0447
2020-05-13 2020-03-31 13F Jpmorgan Chase COM 46625H100 0 -1,781 -100.00 0 -100.00
2020-02-12 2019-12-31 13F Jpmorgan Chase COM 46625H100 1,781 1,781 248 0.0399
2019-10-16 2019-09-30 13F Jpmorgan Chase COM 46625H100 0 -2,181 -100.00 0 -100.00
2019-07-17 2019-06-30 13F Jpmorgan Chase COM 46625H100 2,181 100 4.81 244 15.64 0.0377
2019-05-15 2019-03-31 13F Jpmorgan Chase COM 46625H100 2,081 2,081 211 0.0327
2019-01-15 2018-12-31 13F Jpmorgan Chase COM 46625H100 0 -2,135 -100.00 0 -100.00
2018-11-14 2018-09-30 13F Jpmorgan Chase COM 46625H100 2,135 -205 -8.76 241 -1.23 0.0312
2018-08-06 2018-06-30 13F Jpmorgan Chase COM 46625H100 2,340 -60 -2.50 244 -7.58 0.0340
2018-05-21 2018-03-31 13F Jpmorgan Chase COM 46625H100 2,400 -1,690 -41.32 264 -39.59 0.0400
2018-02-12 2017-12-31 13F Jpmorgan Chase COM 46625H100 4,090 -6,776 -62.36 437 -57.90 0.0817
2017-11-14 2017-09-30 13F Jpmorgan Chase COM 46625H100 10,866 -3,787 -25.84 1,038 -22.48 0.2016
2017-08-24 2017-06-30 13F Jpmorgan Chase COM 46625H100 14,653 9,853 205.27 1,339 217.30 0.2001
2017-04-21 2017-03-31 13F Jpmorgan Chase COM 46625H100 4,800 -11,300 -70.19 422 -69.62 0.0615
2017-02-13 2016-12-31 13F Jpmorgan Chase COM 46625H100 16,100 -1,000 -5.85 1,389 21.95 0.2296
2016-10-24 2016-09-30 13F Jpmorgan Chase COM 46625H100 17,100 -344 -1.97 1,139 5.07 0.1629
2016-08-03 2016-06-30 13F Jpmorgan Chase COM 46625H100 17,444 533 3.15 1,084 8.29 0.1618
2016-05-13 2016-03-31 13F Jpmorgan Chase COM 46625H100 16,911 11,291 200.91 1,001 169.81 0.1300
2016-02-10 2015-12-31 13F Jpmorgan Chase COM 46625H100 5,620 5,620 371 0.0408
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.