JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionVision Capital Management, Inc.
Latest Disclosed Ownership8,483 shares
Latest Disclosed Value $ 2,495,360
Vision Capital Management, Inc. reports 0.04% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 24, 2026 - Vision Capital Management, Inc. filed a 13F-HR form disclosing ownership of 8,483 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,495,360 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 8,486 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.04% 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)
2026-04-24 2026-03-31 13F JPMORGAN CHASE COM 46625H100 8,483 -3 -0.04 2,495 -8.74 0.1968
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,486 -56 -0.66 2,734 1.48 0.3296
2025-10-23 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,542 7 0.08 2,694 8.89 0.3324
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,535 -705 -7.63 2,474 9.18 0.3251
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 9,240 2,175 30.79 2,267 33.85 0.3267
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,065 671 10.49 1,694 25.59 0.2489
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,394 0 0.00 1,348 4.25 0.1901
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,394 0 0.00 1,293 1.02 0.1924
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,394 -75 -1.16 1,281 16.36 0.1910
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,469 6,469 1,100 0.1715
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 0 -5,644 -100.00 0 -100.00
2023-08-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,644 -29 -0.51 821 10.96 0.1401
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,673 -273 -4.59 739 -7.28 0.1340
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,946 0 0.00 797 28.34 0.1524
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,946 -355 -5.63 621 -12.54 0.1282
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,301 -29 -0.46 710 -17.73 0.1339
2022-04-28 2022-03-31 13F JPMorgan Chase cs 46625H100 6,330 0 0.00 863 -13.87 0.1419
2022-01-24 2021-12-31 13F JPMorgan Chase cs 46625H100 6,330 29 0.46 1,002 -2.81 0.1496
2021-10-07 2021-09-30 13F JPMorgan Chase cs 46625H100 6,301 0 0.00 1,031 5.20 0.1682
2021-07-15 2021-06-30 13F JPMorgan Chase cs 46625H100 6,301 1 0.02 980 2.19 0.1618
2021-04-21 2021-03-31 13F JPMorgan Chase cs 46625H100 6,300 -51 -0.80 959 18.84 0.1706
2021-01-20 2020-12-31 13F JPMorgan Chase cs 46625H100 6,351 -195 -2.98 807 28.10 0.1500
2020-10-21 2020-09-30 13F JPMorgan Chase cs 46625H100 6,546 0 0.00 630 2.27 0.1323
2020-07-24 2020-06-30 13F JPMorgan Chase cs 46625H100 6,546 -48 -0.73 616 3.70 0.1413
2020-04-14 2020-03-31 13F JPMorgan Chase cs 46625H100 6,594 0 0.00 594 -35.36 0.1577
2020-01-21 2019-12-31 13F JPMorgan Chase cs 46625H100 6,594 200 3.13 919 22.05 0.2151
2019-11-01 2019-09-30 13F JPMORGAN CHASE & CO COM cs 46625H100 6,394 0 0.00 753 5.31 0.1956
2019-07-29 2019-06-30 13F JPMORGAN CHASE & CO COM cs 46625H100 6,394 0 0.00 715 10.51 0.1876
2019-05-01 2019-03-31 13F JPMORGAN CHASE & CO COM cs 46625H100 6,394 0 0.00 647 3.69 0.1799
2019-01-10 2018-12-31 13F JPMORGAN CHASE & CO COM cs 46625H100 6,394 413 6.91 624 -7.56 0.1967
2018-10-10 2018-09-30 13F JPMORGAN CHASE & CO COM cs 46625H100 5,981 0 0.00 675 8.35 0.1826
2018-07-06 2018-06-30 13F JPMORGAN CHASE & CO COM cs 46625H100 5,981 -10 -0.17 623 -5.46 0.1815
2018-04-23 2018-03-31 13F JPMORGAN CHASE & CO COM cs 46625H100 5,991 5,991 659 0.1944
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.