JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionVerity & Verity, LLC
Latest Disclosed Ownership125,147 shares
Latest Disclosed Value $ 36,813,247
Verity & Verity, LLC reports 0.16% increase in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Verity & Verity, LLC filed a 13F-HR form disclosing ownership of 125,147 shares of JPMorgan Chase & Co. (MX:JPM) valued at $36,813,247 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 124,951 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.16% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 125,147 196 0.16 36,813 -8.56 2.7033
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 124,951 909 0.73 40,262 2.90 3.1263
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 124,042 2 0.00 39,127 8.80 3.1315
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 124,040 -2,051 -1.63 35,960 16.26 3.0911
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 126,091 524 0.42 30,930 2.76 2.7163
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 125,567 11,927 10.50 30,100 25.61 2.7466
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 113,640 -1,285 -1.12 23,962 3.09 2.3477
2024-11-07 2024-06-30 13F/A-2 JPMORGAN CHASE COM 46625H100 114,925 2,072 1.84 23,245 2.83 2.5331
2024-09-16 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 110,916 -1,937 22,434 2.5634
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 112,860 3,961 22,827 2.5367
2024-11-07 2024-03-31 13F/A-2 JPMORGAN CHASE COM 46625H100 112,853 -33,785 -23.04 22,604 -9.38 2.5173
2024-09-16 2024-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 108,899 -37,739 21,812 2.5486
2024-11-07 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 146,638 705 0.48 24,943 17.86 2.8587
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 143,953 -1,980 24,486 2.8618
2024-11-07 2023-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 145,933 -37,957 -20.64 21,163 -20.87 2.6511
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 142,973 -40,917 20,861 2.6558
2024-11-07 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 183,890 5,925 3.33 26,745 15.33 3.2808
2023-07-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 180,479 2,514 26,249 3.2831
2024-11-07 2023-03-31 13F/A-2 JPMORGAN CHASE COM 46625H100 177,965 5,437 3.15 23,191 0.24 2.9611
2024-05-02 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 174,579 2,051 22,749 2.9635
2023-04-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 174,579 2,051 22,749 2.9635
2023-01-11 2022-12-31 13F JPMORGAN CHASE COM 46625H100 172,528 10,705 6.62 23,136 36.81 3.0198
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 161,823 4,686 2.98 16,910 -4.44 2.7219
2022-08-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 157,137 21,518 15.87 17,695 -4.29 2.7093
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 135,619 8,287 6.51 18,488 -8.31 2.5617
2022-02-01 2021-12-31 13F JPMORGAN CHASE COM 46625H100 127,332 -45 -0.04 20,163 -7.18 2.8811
2021-11-04 2021-09-30 13F JPMORGAN CHASE COM 46625H100 127,377 154 0.12 21,722 9.77 3.2507
2021-09-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 127,223 -335 -0.26 19,788 4.88 3.1260
2021-06-21 2021-03-31 13F JPMORGAN CHASE COM 46625H100 127,558 3,026 2.43 18,868 9.75 3.0530
2021-01-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 124,532 7,727 6.62 17,192 48.62 3.2484
2020-10-06 2020-09-30 13F JPMORGAN CHASE COM 46625H100 116,805 4,246 3.77 11,568 5.25 2.5445
2020-07-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 112,559 7,132 6.76 10,991 15.79 2.6199
2020-04-09 2020-03-31 13F JPMORGAN CHASE COM 46625H100 105,427 -12,131 -10.32 9,492 -42.08 2.6749
2020-01-08 2019-12-31 13F JPMORGAN CHASE COM 46625H100 117,558 5,853 5.24 16,388 30.26 3.1801
2019-10-11 2019-09-30 13F JPMORGAN CHASE COM 46625H100 111,705 3,803 3.52 12,581 4.29 2.6627
2019-07-17 2019-06-30 13F JPMORGAN CHASE COM 46625H100 107,902 1,502 1.41 12,063 12.00 2.6217
2019-04-29 2019-03-31 13F JPMORGAN CHASE COM 46625H100 106,400 3,838 3.74 10,771 7.58 2.4717
2019-01-16 2018-12-31 13F JPMORGAN CHASE COM 46625H100 102,562 1,161 1.14 10,012 -12.51 2.6785
2018-10-16 2018-09-30 13F JPMORGAN CHASE COM 46625H100 101,401 -538 -0.53 11,443 7.73 2.7585
2018-07-20 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 101,939 107 0.11 10,622 -5.15 2.7569
2018-07-20 2018-06-30 13F JPMORGAN CHASE COM 46625H100 101,832 0 11,199
2018-04-25 2018-03-31 13F JPMORGAN CHASE COM 46625H100 101,832 2,255 2.26 11,199 5.16 3.0129
2018-02-14 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 99,577 312 0.31 10,649 12.33 2.8640
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 99,265 0 9,480 2.7642
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 99,265 719 0.73 9,480 5.25 2.7642
2017-08-11 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 98,546 377 0.38 9,007 4.44 2.7640
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 98,169 0 8,624 2.6818
2017-04-28 2017-03-31 13F JPMORGAN CHASE COM 46625H100 98,169 1,972 2.05 8,624 3.90 2.6818
2017-01-30 2016-12-31 13F JPMORGAN CHASE COM 46625H100 96,197 -797 -0.82 8,300 28.52 2.8844
2016-10-27 2016-09-30 13F JPMORGAN CHASE COM 46625H100 96,994 26,100 36.82 6,458 46.61 2.3715
2016-08-11 2016-06-30 13F J P Morgan Chase COM 46625H100 70,894 -1,197 -1.66 4,405 3.19 1.6944
2016-04-28 2016-03-31 13F J P Morgan Chase COM 46625H100 72,091 -1,832 -2.48 4,269 -12.54 1.8107
2016-02-08 2015-12-31 13F J P Morgan Chase COM 46625H100 73,923 -1,081 -1.44 4,881 6.74 2.2137
2015-11-04 2015-09-30 13F J P Morgan Chase COM 46625H100 75,004 -2,566 -3.31 4,573 -12.99 2.2383
2015-08-10 2015-06-30 13F J P Morgan Chase COM 46625H100 77,570 -1,581 -2.00 5,256 9.61 2.5392
2015-04-30 2015-03-31 13F J P Morgan Chase COM 46625H100 79,151 79,151 0.00 4,795 2.1990
2014-08-14 2014-06-30 13F JPMORGAN & CHASE & CO COM COM 46625H100 0 -45,353 -100.00 0 -100.00
2014-05-15 2014-03-31 13F JPMORGAN & CHASE & CO COM COM 46625H100 45,353 45,353 2,753 1.4597
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.