JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionVirtue Capital Management, LLC
Latest Disclosed Ownership8,926 shares
Latest Disclosed Value $ 2,533,034
Virtue Capital Management, LLC reports 7.61% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Virtue Capital Management, LLC filed a 13F-HR form disclosing ownership of 8,926 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,533,034 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 18, 2026 disclosing 9,661 shares of JPMorgan Chase & Co.. This represents a change in shares of -7.61% 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 8,926 -735 -7.61 2,533 -19.43 0.3843
2026-02-18 2025-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 9,661 8,966 1,290.07 3,145 493.21 0.4846
2026-02-12 2025-12-31 13F ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 46625H100 6,037 -5,264 861 0.1327
2026-02-18 2025-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 695 -8,304 -92.28 530 -79.69 0.0845
2025-10-31 2025-09-30 13F ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 46625H100 11,301 2,302 3,565 0.5678
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,999 -2,014 -18.29 2,609 -3.26 0.4801
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 11,013 2,264 25.88 2,697 28.61 0.3153
2025-02-26 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,749 -63 -0.71 2,097 12.86 0.4223
2024-11-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,812 -2,136 -19.51 1,858 -19.36 0.3720
2024-08-13 2024-06-30 13F J P MORGAN CHASE COM 46625H100 10,948 61 0.56 2,305 15.08 0.3948
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,887 177 1.65 2,002 8.45 0.3597
2024-02-15 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,710 -3,192 -22.96 1,846 -8.16 0.3742
2023-11-14 2023-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 13,902 0 0.00 2,011 0.00 0.3423
2023-07-18 2023-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 13,902 314 2.31 2,011 9.42 0.3430
2023-05-11 2023-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 13,588 212 1.58 1,838 2.45 0.3007
2023-02-10 2022-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 13,376 8,644 182.67 1,794 262.22 0.2738
2022-11-15 2022-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 4,732 -189 -3.84 495 -10.65 0.0777
2022-08-10 2022-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 4,921 -6,882 -58.31 554 -65.57 0.0871
2022-05-16 2022-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 11,803 3,033 34.58 1,609 15.84 0.2535
2022-01-24 2021-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 8,770 660 8.14 1,389 4.59 0.2049
2021-11-12 2021-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 8,110 -467 -5.44 1,328 -0.45 0.2351
2021-07-15 2021-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 8,577 -264 -2.99 1,334 -0.89 0.2664
2021-05-13 2021-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 8,841 -3,399 -27.77 1,346 -13.44 0.3167
2021-02-16 2020-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 12,240 -6,303 -33.99 1,555 -12.89 0.3814
2020-11-16 2020-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 18,543 -7,256 -28.13 1,785 -26.45 0.4394
2020-08-10 2020-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 25,799 25,799 2,427 0.5598
2020-05-13 2020-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 0 -10,690 -100.00 0 -100.00
2020-02-14 2019-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 10,690 -6,134 -36.46 1,490 -24.75 0.4297
2019-11-12 2019-09-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 16,824 -404 -2.35 1,980 2.80 0.6531
2019-11-12 2019-06-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 17,228 17,228 1,926 0.7001
2019-02-13 2018-12-31 13F JP Morgan Chase COM 46625H100 0 -22,813 -100.00 0 -100.00
2019-02-13 2018-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 22,813 14,023 159.53 2,574 181.00 0.5438
2018-08-14 2018-06-30 13F JP Morgan Chase COM 46625H100 8,790 3,289 59.79 916 50.16 0.4452
2018-05-15 2018-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 5,501 3,350 155.74 610 165.22 0.3214
2018-02-14 2017-12-31 13F JP Morgan Chase COM 46625H100 2,151 2,151 230 0.1308
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.