JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRoundview Capital LLC
Latest Disclosed Ownership61,668 shares
Latest Disclosed Value $ 18,140,401
Roundview Capital LLC reports 0.60% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Roundview Capital LLC filed a 13F-HR form disclosing ownership of 61,668 shares of JPMorgan Chase & Co. (MX:JPM) valued at $18,140,401 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 62,039 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.60% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 61,668 -371 -0.60 18,140 -9.25 1.1300
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 62,039 -406 -0.65 19,990 1.49 1.2297
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 62,445 -51 -0.08 19,697 8.71 1.2452
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 62,496 20 0.03 18,118 18.23 1.2110
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 62,476 66 0.11 15,325 2.44 1.1057
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 62,410 1,239 2.03 14,960 15.99 1.0445
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 61,171 1,757 2.96 12,899 7.33 0.9344
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 59,414 -138 -0.23 12,017 0.75 0.9465
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 59,552 4,546 8.26 11,928 27.49 0.9751
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 55,006 4,116 8.09 9,356 26.78 0.8626
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 50,890 -463 -0.90 7,380 -1.18 0.7421
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 51,353 1,629 3.28 7,469 15.26 0.7292
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 49,724 1,142 2.35 6,480 -0.54 0.6778
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 48,582 -1,950 -3.86 6,515 23.35 0.7433
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 50,532 341 0.68 5,281 -6.56 0.6666
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 50,191 -608 -1.20 5,652 -18.38 0.6767
2022-05-17 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 50,799 150 0.30 6,925 -13.65 0.7115
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 50,799 150 6,925 0.6872
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 50,649 1,114 2.25 8,020 -1.09 0.7998
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 49,535 228 0.46 8,108 5.72 0.8937
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 49,307 1,101 2.28 7,669 4.51 0.8557
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 48,206 636 1.34 7,338 21.39 0.9234
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 47,570 1,208 2.61 6,045 35.45 0.8270
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 46,362 -688 -1.46 4,463 0.84 0.7002
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 47,050 -4,854 -9.35 4,426 -5.29 0.7517
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 51,904 2,131 4.28 4,673 -32.65 0.9879
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 49,773 2,696 5.73 6,938 25.23 1.3187
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 47,077 576 1.24 5,540 6.58 1.1957
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 46,501 2,629 5.99 5,198 17.05 1.1706
2019-05-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 43,872 152 0.35 4,441 4.05 1.0553
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 43,720 -980 -2.19 4,268 -15.38 1.1968
2018-11-07 2018-09-30 13F JPMorgan Chase COM 46625H100 44,700 849 1.94 5,044 10.40 1.2448
2018-08-10 2018-06-30 13F JPMorgan Chase COM 46625H100 43,851 8,126 22.75 4,569 16.29 1.1977
2018-05-14 2018-03-31 13F JPMorgan Chase COM 46625H100 35,725 -3,624 -9.21 3,929 -6.63 1.1060
2018-02-07 2017-12-31 13F JPMorgan Chase COM 46625H100 39,349 3,229 8.94 4,208 21.97 1.0868
2017-11-13 2017-09-30 13F/A-1 JPMorgan Chase COM 46625H100 36,120 -22,854 -38.75 3,450 -35.99 0.9869
2017-11-13 2017-09-30 13F JPMorgan Chase COM 46625H100 58,974 0 5,390 1,572,359.1513
2017-08-11 2017-06-30 13F JPMorgan Chase COM 46625H100 58,974 2,874 5.12 5,390 9.38 1.5724
2017-05-11 2017-03-31 13F JP Morgan Chase COM 46625H100 56,100 4,908 9.59 4,928 11.57 1.5298
2017-02-14 2016-12-31 13F JP Morgan Chase COM 46625H100 51,192 0 0.00 4,417 29.57 1.4177
2016-11-14 2016-09-30 13F JP Morgan Chase COM 46625H100 51,192 -40 -0.08 3,409 7.07 1.2047
2016-08-12 2016-06-30 13F JP Morgan Chase COM 46625H100 51,232 50 0.10 3,184 5.05 1.1718
2016-05-12 2016-03-31 13F JP Morgan Chase COM 46625H100 51,182 5,250 11.43 3,031 -0.07 1.1298
2016-02-11 2015-12-31 13F JP Morgan Chase COM 46625H100 45,932 170 0.37 3,033 8.71 1.2016
2015-11-12 2015-09-30 13F JP Morgan Chase COM 46625H100 45,762 14,035 44.24 2,790 29.77 1.1964
2015-08-14 2015-06-30 13F JP Morgan Chase COM 46625H100 31,727 295 0.94 2,150 12.92 0.8096
2015-05-15 2015-03-31 13F JP Morgan Chase COM 46625H100 31,432 -1,765 -5.32 1,904 -8.33 0.7533
2015-02-13 2014-12-31 13F JP Morgan Chase COM 46625H100 33,197 1,140 3.56 2,077 7.56 0.8526
2014-11-14 2014-09-30 13F JP Morgan Chase COM 46625H100 32,057 0 0.00 1,931 4.55 0.8682
2014-08-08 2014-06-30 13F JP Morgan Chase COM 46625H100 32,057 3,690 13.01 1,847 7.26 0.7468
2014-04-30 2014-03-31 13F JP Morgan Chase COM 46625H100 28,367 0 0.00 1,722 3.80 0.8363
2014-02-12 2013-12-31 13F JP Morgan Chase COM 46625H100 28,367 -372 -1.29 1,659 11.64 0.7605
2013-11-12 2013-09-30 13F JP Morgan Chase COM 46625H100 28,739 1,305 4.76 1,486 2.62 0.7718
2013-07-30 2013-06-30 13F JP Morgan Chase COM 46625H100 27,434 27,434 1,448 0.9087
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.