JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionVicus Capital
Latest Disclosed Ownership11,309 shares
Latest Disclosed Value $ 3,326,785
Vicus Capital reports 3.01% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Vicus Capital filed a 13F-HR form disclosing ownership of 11,309 shares of JPMorgan Chase & Co. (US:JPM) valued at $3,326,655 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 11,660 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.01% during the quarter. The current value of the position is $3,402,313 USD.

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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 11,309 -351 -3.01 3,327 -11.47 0.2446
2026-01-22 2025-12-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 11,660 -1,155 -9.01 3,757 -7.05 0.2819
2025-10-24 2025-09-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 12,815 -165 -1.27 4,042 7.41 0.3087
2025-07-18 2025-06-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 12,980 18 0.14 3,763 18.37 0.3127
2025-04-17 2025-03-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 12,962 2,424 23.00 3,180 25.90 0.2961
2025-01-30 2024-12-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 10,538 1,046 11.02 2,526 26.19 0.2242
2024-10-21 2024-09-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 9,492 -1,633 -14.68 2,002 -11.07 0.1771
2024-07-23 2024-06-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 11,125 194 1.77 2,250 2.79 0.2035
2024-04-17 2024-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 10,931 1,437 15.14 2,190 35.63 0.1996
2024-02-01 2023-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 9,494 -2,412 -20.26 1,615 -6.49 0.1634
2023-10-23 2023-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 11,906 2,150 22.04 1,727 21.72 0.1809
2023-08-17 2023-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 9,756 65 0.67 1,419 12.36 0.1478
2023-05-02 2023-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 9,691 4,769 96.89 1,263 91.50 0.1358
2023-02-15 2022-12-31 13F JPMORGAN CHASE & CO COM com 46625H100 4,922 -822 -14.31 660 9.83 0.0749
2022-11-08 2022-09-30 13F JPMORGAN CHASE & CO COM com 46625H100 5,744 -11 -0.19 600 -7.41 0.0707
2022-08-10 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,755 -102 -1.74 648 -18.80 0.0732
2022-05-11 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,857 578 10.95 798 1.53 0.0800
2022-02-10 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,279 5,279 786 0.0801
2021-08-10 2021-06-30 13F JPMORGAN CHASE & CO COM com 46625H100 0 -5,379 -100.00 0 -100.00
2021-05-04 2021-03-31 13F JPMORGAN CHASE & CO COM com 46625H100 5,379 1,200 28.72 819 54.24 0.0974
2021-02-01 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,179 -477 -10.24 531 18.53 0.0655
2020-11-12 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,656 -184 -3.80 448 -1.54 0.0636
2020-08-03 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,840 -289 -5.63 455 -1.52 0.0692
2020-05-07 2020-03-31 13F JPMORGAN CHASE & CO COM com 46625H100 5,129 99 1.97 462 -34.09 0.0862
2020-02-04 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,030 -1,326 -20.86 701 -6.28 0.1062
2019-11-18 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 6,356 -1 -0.02 748 5.20 0.1041
2019-08-08 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 6,357 223 3.64 711 14.49 0.0998
2019-05-02 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 6,134 320 5.50 621 9.33 0.0983
2019-02-07 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,814 101 1.77 568 -11.94 0.1011
2018-11-13 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,713 -180 -3.05 645 5.05 0.1037
2018-08-02 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,893 -19 -0.32 614 -5.54 0.1011
2018-05-07 2018-03-31 13F JPMORGAN CHASE & CO COM Com 46625H100 5,912 -55 -0.92 650 1.88 0.1124
2018-01-25 2017-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,967 -20 -0.33 638 11.54 0.1112
2017-10-27 2017-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,987 -201 -3.25 572 1.06 0.1105
2017-07-21 2017-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 6,188 -829 -11.81 566 -8.12 0.1157
2017-04-18 2017-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 7,017 585 9.10 616 10.99 0.1329
2017-01-24 2016-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 6,432 487 8.19 555 40.15 0.1237
2016-10-31 2016-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,945 1,883 46.36 396 57.14 0.0901
2016-08-02 2016-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,062 21 0.52 252 5.44 0.0611
2016-04-22 2016-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,041 620 18.12 239 5.75 0.0539
2016-01-13 2015-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,421 139 4.24 226 13.00 0.0574
2015-10-15 2015-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,282 270 8.96 200 -1.96 0.0530
2015-07-20 2015-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,012 -412 -12.03 204 -1.45 0.0531
2015-05-28 2015-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 3,424 -219 -6.01 207 -9.21 0.0399
2015-01-14 2014-12-31 13F JP MORGAN CHASE COM 46625H100 3,643 42 1.17 228 5.07 0.0660
2014-10-09 2014-09-30 13F JP MORGAN CHASE COM 46625H100 3,601 -34 -0.94 217 3.83 0.0717
2014-07-11 2014-06-30 13F JP MORGAN CHASE COM 46625H100 3,635 69 1.93 209 -3.24 0.0674
2014-04-14 2014-03-31 13F JP MORGAN CHASE COM 46625H100 3,566 3,566 216 0.0733
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.